Integrate Microsoft Outlook with Microsoft Dynamics 365 Business Central

Appy Pie Connect allows you to automate multiple workflows between Microsoft Outlook and Microsoft Dynamics 365 Business Central

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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

Want to explore Microsoft Outlook + Microsoft Dynamics 365 Business Central quick connects for faster integration? Here’s our list of the best Microsoft Outlook + Microsoft Dynamics 365 Business Central quick connects.

Explore quick connects
Connect Microsoft Outlook + Microsoft Dynamics 365 Business Central in easier way

It's easy to connect Microsoft Outlook + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.

  • Triggers
  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Contact

    Trigger when new contact created.

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • Actions
  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Customer

    Update Customer

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

How Microsoft Outlook & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Microsoft Outlook as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics 365 Business Central as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Outlook to Microsoft Dynamics 365 Business Central.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Outlook and Microsoft Dynamics 365 Business Central

Microsoft Outlook is a personal information manager, a software application that is used for organizing, storing and managing the emails, calendars, contacts and tasks. Microsoft Outlook allows users to manage their emails easily. Microsoft Dynamics 365 Business Central is an ERP (Enterprise Resource Planning. software, which manages business processes like finance, sales, marketing etc. The purpose of this article is to introduce how Outlook can integrate with Dynamics 365 Business Central.

Microsoft Outlook integrates with Microsoft Dynamics 365 Business Central by using Microsoft Azure Active Directory (Azure AD), which is one of the core services of Microsoft Azure. There are different ways that an integration between Outlook and Business Central can be done. One way is using an Exchange Server connector; another way is using the REST interface; yet another way is using the Office 365 Connector. It is not mandatory to use one type of integration over another, but it depends on the preferences of the organization.

Exchange Server connector allows the user to maintain the contacts, calendar entries and emails in both Outlook and Business Central through synchronization processes. This synchronization process happens in two ways. manual and automatic. Automatic synchronization process runs every 5 minutes if there are changes in one or both of the systems. Manual synchronization process can run manually or automatically based on the user’s preferences.

BizTalk connector runs on Business Central side and uses Active Directory Domain Services (ADDS. to connect to Office 365. After this connection has been established, BizTalk connector connects to Office365, retrieves the data from the Exchange Server mailbox, extracts it to an XML file, which will be transferred to Dynamics 365 Business Central database. The advantage of this integration is that the data in Dynamics 365 Business Central database can be accessed by other applications, unlike Exchange Server connector where data can only be accessed by Dynamics 365 Business Central applications.

The REST interface has three main parts. adapter, connector and endpoints. Adapter is a JavaScript library that allows you to interact with Azure AD. Connector is a specific file that maps the information between Dynamics 365 Business Central and Azure AD when creating the REST interface. Endpoints are different URLs that are related to Azure AD. Users can configure which field in which application should be mapped in order to have the best integration process possible.

Office365 connector uses Active Directory Federation Services (ADFS. to log in to Office365. After logging in to Office365, Office365 connector retrieves the data from Exchange Server mailbox, extracts it to XML file and transfers it to Dynamics 365 Business Central database using REST interface. The advantage of this integration is that it uses ADFS which makes it easier for IT departments to manage due to its management tops. Also, each user is assigned a specific rpe, which means that users cannot access all data but they can access specific data based on their rpes within the company.

Even though there are many ways to integrate Outlook with Business Central, there are also numerous benefits for doing so. The first benefit is that Outlook can now support more departments by having integrated with Business Central. The second benefit is that users can now use desktop email client instead of webmail client that requires internet connection. They can also access emails, calendar entries and contacts from anywhere as long they have internet connection. The third benefit is that users can set up alerts for each contact, which means they can receive notifications whenever someone updates their profile pictures or sends them an email.

The process to integrate Microsoft Outlook and Microsoft Dynamics 365 Business Central may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm