web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Syncronization Outlook...
Microsoft Dynamics NAV (Archived)

Syncronization Outlook 2010 - Dynamics NAV 2009 R2

(0) ShareShare
ReportReport
Posted on by Ignacio Juan 70

I'm working with Outlook 2010 and NAV 2009 and I managed to synchronize tasks and appointments from Outlook to NAV.

My goal is synchronize Outlook with NAV (only in this way), and now I would include the Contact and Categories in a task or an appointment with Outlook and then sychronize them with NAV.

So, for the contact I lnow that it's present in a Task or Appointment in Outlook but I don't  how to put the contact because I don't see the field in the task or Appointment form.

And for Categories, I've created a new field in NAV table (To-do) called Categories but when I want to sychronize this field with the equivalent in a TASK synchronization entitie the field Categories is not in the list of fields from Outlook's Task.

Any idea? 

*This post is locked for comments

I have the same question (0)
  • Sandra Keys Profile Picture
    Sandra Keys on at

    It sounds like you are asking how to customize the Outlook Task Form.  Is this correct?  I support NAV and not Outlook, but I did find how to add fields to the Task Form. I will provide the information I have and if this does not answer your question and you do need help customizing an Outlook Form,  you should post a question in the forum for Outlook.  They will have more knowledge of customizing Outlook Forms.

    I assume you have development capabilities in Outlook.  So

    1) open a Task Form, click on the Developer tab, click on Design This Form option in the ribbon.  This opens the Task Form and shows additional tabs as P.2 (P.3) and so on.  

    2) Click on the P.2 tab, click on the Field Chooser icon in the ribbon. This displays a small box with various fields in it.  The drop-down arrow on the box allows you to choose whit types of fields you want displayed in the box.  For example, The type "Frequently-used fields" contains the fields Contacts and Categories.  

    3) Click on the field(s) you want to add to the P.2 tab and holding the mouse key down - drag and drop the field on the form.  You will notice that when the Contact field is added to the form, you can click the Contacts button and display the Contacts list and select a Contact.

    4) You can see what the form will look like by clicking on the "Run This Form" option in the ribbon.  

    5) You save the form by clicking on the disk (save disk) in the upper left corner of the Task window.  

    Now you have added the fields to the Task Form.  If you need further/more advanced assistance on customizing Outlook Forms, you should submit a question in the Outlook Forum.

    I hope this is what you were asking about.  If it's not, then please provide additional detail information and I'll try again.

    Sandy

  • Ignacio Juan Profile Picture
    Ignacio Juan 70 on at

    Thanks Sandy for your answer. This is a part of my question. From Outlook I can select de Contact in a task modifying the Outlook form or getting the contact from the task's properties. No problem for Category. The field Contact is synchronized form Outlook to NAV.

    The matter is located at NAV. In the same way that I sincronize some fields from Oulook to NAV, via Outlook SYnch. Entity (in a task, fields like Starting date, Ending date, Description, Status, Contact, and others), I would like synchronize the field Category. So, for this I'd created a new field for To-Do table (table 5080), named Category (Text 50).

    Now I have the field 'Category' in a NAV table (To-Do) and in an Outlook Item (Task Item).

    Just in this point is wher I have the problem. How to do the link with the NAV field Category and the property Category from Outlook.

    The fields from To-Do table are linked with Outlook Properties, in the left side we have the list of fields from To-Do Table. at the right side we have the Outlook properties for Task Item but in the list  is not visible the property 'Category'.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics NAV (Archived)

#1
HoangNam Profile Picture

HoangNam 7

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans