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Outlook and Business central

Posted on by 96

Hi.. I want to know that is this any way  possible that i login in outlook from Id "A" and from business central id "B" can id  A share incoming documents to Id B on business central automatically... or is that mandatory to login from business central and outlook from the same id ???  

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  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,744 Moderator on at
    RE: Outlook and Business central
    [quote user="ZHU YUN"]

    Hi,  Inge, perhaps he was referring to the following feature.

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

    https://yzhums.com/23716/

    [/quote]

    Yes, of course that must be the functionality he is talking about. 

    The life is definitly easier if you use the same user for both BC and Microsoft 365.

  • Suggested answer
    pankaj.k Profile Picture
    pankaj.k 960 on at
    RE: Outlook and Business central

    Hi Kelvin 

    you can check below link for outlook or business central detail....

    Connect Outlook Account to BC: syvantis.com/blog/how-to-integrate-business-central-and-an-outlook-account

    BC Add-in for Outlook: https://learn.microsoft.com/en-us/dynamics365/business-central/admin-outlook

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,510 Super User 2024 Season 2 on at
    RE: Outlook and Business central

    Hi,  Inge, perhaps he was referring to the following feature.

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

    https://yzhums.com/23716/

    The "A" and "B" users you mentioned are in different Tenant (Domain)?

    In any case, it is recommended to use the same ID. Microsoft also mentions this in the new features below.

    Access Business Central with your Microsoft 365 license

    https://yzhums.com/31710/

    pastedimage1671672009313v1.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,744 Moderator on at
    RE: Outlook and Business central

    It is not mandatory to use the same login for both, but it sure makes your life a lot more easier if you do so.

    But i am not sure what you mean by sharing incoming documents from outlook. There is no functionality in the standard system that does that.

    You can add user A as a guest user in the Azure AD that holds the Business Central tenant. That will at least make things easier for you.

    If you are talking about using the outlook-add in for Business Central then you definitely should use the same log in.

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