Prerequisites for setting up Outlook sync in NAV2013/R2

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Posted on by Dante007

I have browsed through all possible material what I found from PartnerSource but didn't find exactly what I searched. So I ask here - is there any checklist for prerequisites what must be fullfilled bfore starting to setup Outlook Sync?

System Requirements doc shows that customer must have 32bit Office 2010/2013 and that's all. But what about Exchange - is it mandatory? If yes, what version?

What about licensing? Some versions ago I heard rumours that for every syncing NAV client you should have extra NAV user as syncing procedure reserves one concurrent user, is it still the same?

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Roberto Stefanetti 12,998 on at

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RE: Prerequisites for setting up Outlook sync in NAV2013/R2

hi,

Exchange Server is not mandatory for Outlok Sync; is necessary only for email logging and others tracking features.

Walkthrough: Logging Email Interactions in the Microsoft Dynamics NAV Database

msdn.microsoft.com/.../hh167019(v=nav.71).aspx
Dante007 70 on at

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RE: Prerequisites for setting up Outlook sync in NAV2013/R2

Thanks a lot. Now I have to take time to look through this 1h30m Youtube video. After quick look I didn't notice anywhere talking about Exchange Server. Isn't it really mandatory?
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keoma 32,675 on at

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RE: Prerequisites for setting up Outlook sync in NAV2013/R2

hi,

follow:

www.youtube.com/watch

msdn.microsoft.com/.../dd338966(v=nav.70).aspx

msdn.microsoft.com/.../dd996625(v=nav.70).aspx

msdn.microsoft.com/.../hh167039(v=nav.71).aspx