You can synchronize data, such as to-dos, contacts, and tasks, between Microsoft Dynamics NAV 2009 and Microsoft Office Outlook. This enables users who rarely connect to Microsoft Dynamics NAV, such as salespeople who work out of the office, to keep their Microsoft Dynamics NAV data current. For example, a sales manager can set a meeting for a salesperson as a to-do in Microsoft Dynamics NAV, and that salesperson can view or edit the meeting from his or her Outlook calendar.A salesperson can also add a new contact in Outlook, and that contact is added to the company's Microsoft Dynamics NAV database.

Within Microsoft Dynamics NAV, you define the mapping between Microsoft Dynamics NAV entities and Outlook items. You then specify which entities users will synchronize.

The Microsoft Office Outlook Add-In for Microsoft Dynamics NAV is required to set up and use synchronization. Outlook must be set up and configured for users before the add-in is installed. If it is not, then the add-in may not display correctly. You must also set up either a Web service or an Application Server connection. This process is described in this walkthrough.

Expand imageAbout This Walkthrough

Expand imageSetting Up Synchronization in a Multiple User Environment

Expand imageConfiguring Microsoft Dynamics NAV for Outlook Synchronization

Expand imageMapping Microsoft Dynamics NAV Entities to Outlook Items

Expand imageSetting Conditions for Entities

Expand imageSetting Up Web Services or Application Server Connection

Expand imageConfiguring Synchronization in Outlook

Expand imageNext Steps

Expand imageSee Also