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Link e-mails from Outlook to customer card in Business Central

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Posted on by Maria Eriksson

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I got a question from a client if it is possible to link an e-mail from Outlook to customer card in Business Central?

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YUN ZHU 73,698 Super User 2024 Season 2 on at

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Link e-mails from Outlook to customer card in Business Central

Hi, BC cannot be directly connected to Outlook like Sales.
But if it is sent by BC, this can be done.

Adding a Factbox to display the sent email (Link between mails and source entities)

https://yzhums.com/12729/

PS:

Log emails using a shared mailbox and Graph API (Track email exchanges in BC)

https://yzhums.com/24467/

Add email attachments to Business Central records in Outlook (Outlook add-in)

https://yzhums.com/23716/

Hope this helps.

Thanks.

ZHU
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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Link e-mails from Outlook to customer card in Business Central

I do not think you can do exactly what you are asking for. But there is a pretty neat Outlook add-on for Business Central that offers a lot of nice functionality for handling e-mail and Business Central.

I suggest you look at the documentation around that here:

https://learn.microsoft.com/en-us/dynamics365/business-central/work-outlook-addin?WT.mc_id=email&sharingId=DX-MVP-5005315

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