This article discusses the steps required to Enable Outlook Add-in for Microsoft Dynamics NAV 2017.
To enabling Outlook Add-in, you must have:
In this example we are creating a user with SUPER permission and following credentials:
For more information, you can refer to the topic How to: Create Microsoft Dynamics NAV Users on MSDN.
We will create a new service instance for the user:
Server Instance: NAV2017
Ports: 6020,6021,6022 and 6023
For more information, you can refer to the topic How to: Create a Microsoft Dynamics NAV Server Instance on MSDN.
Update the Service Tier with the following information:
Credential Type: NavUserPassword
Certificate Thumbprint: <The SSL Certificate Thumbprint>
Edit the ClientUserSettings.config file, usually located at the following location:
C:\Users\<user name>\AppData\Roaming\Microsoft\Microsoft Dynamics NAV\100
Update the following parameter:
ClientServicesCredentialType : NavUserPassword
Edit the web.config file, usually located at the following location:
Update the following parameters:
ServerInstance : NAV2017 (check the settings above)
ClientServicesPort : 6021 (check the settings above)
Open the inetmgr command.
This will open the Internet Information Services (IIS) Manager. Do the following:
Edit the following parameters in the new Service Tier (NAV2017):
Web Client Base URL : https://<Certificate Name>:443/DynamicsNAV100/WebClient/
SOAP Base URL : https://<Certificate Name>:6022/DynamicsNav/WS/
ODATA Base URL : https://<Certificate Name>:6023/DynamicsNav/OData/
NOTE: Replace the <Certificate Name> with the name of the certificate and also confirm the Port number as per your settings. Enable SSL for SOAP and ODATA. Restart the Service.
Open Microsoft Dynamics NAV using the user credentials created earlier.
Open Assisted Setup page (Departments/Administration/Application Setup/General/Assisted Setup) and start Set up Outlook for Financials.
Follow the instructions in the wizard:
The status should change to Completed.
Open your Outlook client. On the ribbon two new Add-Ins are introduced under Home tab:
You can add Contacts to NAV from Outlook:
You can have Existing NAV contact insight from within Outlook:
You can create new documents from Outlook, such as Sales Quote, Sales Invoice, etc.
Enjoy working with Outlook for Financials