You can set up synchronization between Microsoft Dynamics NAV and Microsoft Outlook, so that information about meetings, to-dos, and contacts can be shared between team members and updated across the two products. For example, a salesperson working in the field can create a new meeting in her company's calendar using Outlook, and then her manager in the corporate office can see that to-do on in Microsoft Dynamics NAV.

The synchronization framework provides default mapping between the Microsoft Dynamics NAV contacts, salesperson, and to-dos and Microsoft Outlook contacts, tasks, and meetings. You can synchronize the entities either manually or automatically at regular intervals.

One of the strengths of the Microsoft Dynamics NAV Outlook synchronization feature is that it can be customized without adding code. It is fairly simple to add additional fields in order to optimize synchronization.

The default setup contains mapping for five different Microsoft Dynamics NAV entities:

Companies might want to add additional fields to this mapping. For more information, see the section "Customizing Synchronization Fields" in this walkthrough.

Expand imageAbout This Walkthrough

Expand imageStory

Expand imagePerforming a Synchronization

Expand imageHandling a Synchronization Conflict

Expand imageCustomizing Synchronization Fields

Expand imageSee Also