Category: Business CentralRead time: 7 MinsPublished on: 14 Jan 2026

Dynamics 365 Business Central Outlook Integration Guide

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Dynamics 365 Business Central Outlook integration allows users to work directly from their inbox while staying connected to ERP data. By linking Business Central with Outlook, users can view real-time customer and item details without switching systems. This reduces manual entry and speeds up daily tasks.

Sales teams can create quotes, view contacts, and send documents directly from Outlook. Finance and operations teams benefit from consistent data and fewer process gaps.

This integration improves productivity by keeping communication and ERP actions in one place. It is especially valuable for sales-driven organizations that rely heavily on email.

To get the most value from Outlook integration, many organizations work with experienced Business Central consulting partners to ensure proper setup, security, and user adoption.

Dynamics 365 business central - outlook integration

By connecting D365 Business Central with Outlook, users can pull real-time customer and item details straight into their inbox. This seamless flow boosts productivity by letting you work where you already are—your email. With just a few clicks, a polished sales quote can be generated and sent to the customer directly from Outlook.

Navigation & Setup:

  • In the Business Central search bar, type and choose “Get the Outlook Add-in”.
  • Click the 1st link in that page to download the essential add-in files as .zip and extract all of those. Then, follow the 2nd (do the authentication steps which is needed) and 3rd
Screenshot containing 'Get the Outlook Add-in' with step-by-step instructions for downloading, installing, and configuring the Outlook add-in using XML files.
  • Once chosen the ‘Add a custom add-in from file’ option, choose the essential add-in XML files we extracted earlier.
Screenshot of Outlook's Custom Addins section showing the option to add a custom add-in. The dropdown menu highlights 'Add from File...' in yellow, indicating the user can install add-ins by uploading a file.

Choose the ‘Contact Insights’ file and click ‘Install’ button to include this add-on.

Screenshot of a computer screen showing a file open dialog box over a web browser window displaying an Outlook Add-ins page.

Now, we can see our add-in has been included successfully (as mentioned below.)

Screenshot of the Add-Ins for Outlook page, showing the 'My add-ins' section. The Business Central custom add-in is listed under Custom Addins, with a description stating it provides customer and vendor information directly within Outlook messages.

Follow the same set of process for ‘Document view’ file.

  • Try to draft a new mail and navigate to ‘Insert’ tab.
  • Under ‘Insert’ tab, you can see an option called 'Apps’ and choose Business Central from it.
  • Using ‘New’ action, we can create and send different type of documents directly from outlook which increases productivity. (Here, we are choosing ‘Sales Quote’).
Dropdown menu in Business Central Outlook add-in showing options to create new documents, including Sales Quote, Sales Invoice, Sales Order, Sales Credit Memo, Purchase Invoice, Purchase Credit Memo, and Purchase Order.
  • Click ‘View existing contacts’ as highlighted below.
Screenshot of Outlook email draft with a sidebar prompt asking to add a new contact. The highlighted 'View existing contacts' link allows users to select from current contacts instead of adding a new one.
  • Choose the contact for which you have to create sales quote. Use the three dots above to choose the option ‘Create Sales Quote’.
Screenshot of the Contacts pane in Outlook with a dropdown menu showing process options: Create Opportunity, Create Interaction, Create Sales Quote (highlighted), and Send Email. The menu is accessed via the three-dot icon, allowing users to generate a sales quote for a selected contact.
  • Provide the essential line-item details like item no, quantity. Click the three dots above and choose ‘Send by Email’.
Screenshot of Outlook and Business Central interface showing the Sales Quote menu. The dropdown highlights 'Send by Email' under Print/Send options, allowing users to email sales quotes directly from Business Central.
Sample outlook email draft displaying a sales quote from CRONUS IN. The quote includes an attached PDF, item number.
  • Like this we can create documents directly from outlook and send by email to the appropriate persons which boosts productivity.

Contact our experts if you need guidance on how to integrate Business Central with Outlook.