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Outlook and Business central

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Posted on by Jack Carter

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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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Inge M. Bruvik 1,035 Moderator on at

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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.

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pankaj.k 976 on at

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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

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YUN ZHU 89,839 Super User 2025 Season 2 on at

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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/

Hope this helps.

Thanks.

ZHU

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Inge M. Bruvik 1,035 Moderator on at

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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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