web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Small and medium business | Business Central, N... NAV CRM integration wi...

Small and medium business | Business Central, N...

Suggested Answer

NAV CRM integration with Outlook

(1) Share

Report

Report

Posted on by Mike.p

53

I am trying to use the NAV CRM without implementing SALES CRM 365.

The features that are needed are all included in Outlook 365, however they need to be integrated with NAV

Looking for a detailed description/video of what can be done to integrate NAV CRM with Outlook (Mail and Calendar and To DO) and Sharepoint

Example

- emails from/to contacts recorded in Interactions.

-To Do list for each contact assigned to different responsible

- Priority and deadlines for tasks

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

YUN ZHU 98,421 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi, I'm sorry I don't know what NAV CRM you mentioned, if you need to find the integration of NAV and outlook, please refer to the information below.

https://learn.microsoft.com/en-us/dynamics-nav/setting-up-office-add-ins-outlook-inbox

https://learn.microsoft.com/en-us/dynamics-nav/microsoft-office-outlook-add-in

https://www.youtube.com/watch?v=GiozEBrSHKQ

Hope this helps.

Thanks.

ZHU

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1

OussamaSabbouh 1,857 Super User 2026 Season 1

#2

YUN ZHU 1,047 Super User 2026 Season 1

#3

Dhiren Nagar 959 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans