Get the Business Central add-in for Outlook

Άρθρο
10/24/2024

With Business Central, you can manage business interactions with your customers and vendors, directly in Microsoft Outlook. With the Business Central Outlook add-in, you can view financial data related to customers and vendors. You can also create and send financial documents, such as quotes and invoices.

There are two ways to get the Business Central add-in for Outlook installed, depending on your role in the organization:

As a Microsoft 365 administrator, use Centralized Deployment to install the add-in automatically for the entire organization, groups, or specific users.
As any user, install the add-in for your own use if not already done by your admin.

About the Business Central add-in for Outlook

The Business Central add-in for Outlook consists of two smaller add-ins:

Contact insights

This add-in provides users with Business Central customer or vendor information in Outlook emails and calendar appointments. It also enables you to create and send Business Central business documents, such sales quotes and invoices to a contact.
Document view

When an email refers to a business document number in the email body, this add-in provides a direct, in-line link from email body to the actual business document in Business Central.

For more information about what you do with the add-ins, see Use Business Central as your Business Inbox in Outlook.

Each add-in is provided as an XML file, called a manifest, which must be installed in Outlook of anyone who wants this functionality. These files describe how to activate the add-ins and connect to Business Central when they're used in Outlook. Working with these files is typically done by an admin. As a user, in most cases, you won't have to handle with these files directly. Either your admin will set up the add-in to install automatically for you or you'll use the built-in assisted setup to handle the installation.

Important

Working with multiple environments? The Business Central add-in for Outlook is designed to work with a single Business Central environment. When the add-in is installed, the name of the environment is included in the add-in's manifest. This configuration means that the add-in will only connect to the environment that it was installed from. To use the add-in with a different environment, you'll open the environment and install the add-in again.

Deploy the add-in by using Centralized Deployment as an admin

Centralized Deployment is a feature in Microsoft 365 admin center that you use to automatically install add-ins in users' Office apps, like Outlook. It's the recommended way for admins to deploy for Office add-ins to users and groups within your organization.

Note

For Business Central on-premises, see Setting Up the Add-In for Outlook Integration with Business Central On-Premises in the administration content (English only).

Prerequisites

A Microsoft 365 subscription
Users are assigned a Microsoft 365 license
Your Microsoft 365 account has at least the [Exchange Administrator](/entra/identity/role-based-access-control/permissions-reference#exchange-administrator] role

Deploy the add-in

In Business Central, select the icon, enter Assisted Setup, and then select the related link.
Select Outlook Add-in Centralized Deployment to start the assisted setup guide.
Review the first page and select Next to open the page for downloading the add-ins.
In the Deploy column, select the check box for the add-ins that you want to deploy, then select Download and Continue.

A file with the name OutlookAddins.zip is downloaded to your device.
At this point, you're finished with the work you need to do in Business Central, so you can select Done.

Tip

Before you select Next, select the Go to Microsoft 365 (opens in a new window) link to open and sign in to the Microsoft 365 admin center in a new browser window. You'll have to go to the Microsoft 365 admin center in a later step anyways.
Go the folder where the OutlookAddins.zip was downloaded, and extract the Contact Insights.xml and Document View.xml files from the .zip to a folder of your choice.

For more information, see Zip and Unzip files and folders.
Sign in to the Microsoft 365 admin center, then go to Integrated Apps.
Select Upload custom apps.
On the Upload Apps to deploy page, set App type to Office Add-in.
Select Upload manifest file (.xml) from device > Choose file.
Choose one of the add-in files Context Insights.xml or Documents.xml that you extracted earlier.
Follow the instructions to assign users and deploy the add-in.
Repeat step 9 through 11 for the other add-in file if you want.

Important

A green check mark appears when the add-in is deployed to the admin center. However, it can take up to 24 hours before users see the add-in in Outlook app. Users might have to restart Outlook as well.

When finished, you can always change the deployment in Microsoft 365 admin center, like assigning more users. For more information about deploying add-ins in the admin center, see Deploy add-ins in the admin center.

Install the add-in for your own use

If your organization allows it, you can install the Business Central add-in for just yourself. Contact your administrator if you're not sure.

In Business Central, go to the icon, enter Get the Outlook Add-in, and then select the related link.
Read the page and select Next when ready.
If you want to receive a welcome email message from Business Central with overview of using the add-in, turn on Send sample email message.
Select Finish to complete the installation.

Business Central now connects to your email server and installs the add-in in your Outlook. This operation doesn't take long. You're now ready to start using the add-in in Outlook.

For Business Central on-premises

If you're using Business Central on-premises, installing the add-in might be slightly different.

In Business Central, go to the icon, enter Get the Outlook Add-in, then select the related link.
Read the page and select Next when ready.
Do one of the following steps, depending on the page you see:
- If you see the Install to my Outlook button, select it and you're all done.
- If you see the Next button, select it. On the next page, if you want to receive a welcome email message from Business Central with overview of using the add-in, turn on Send sample email message. Then, select Finish and you're all done.
- If you see the Download Add-in button, select it, then continue to the next step.
When you select Download Add-in, a file with the name OutlookAddins.zip is downloaded to your device. You should find the file at the top of the browser.

Go the folder where the OutlookAddins.zip was downloaded, and extract the Contact Insights.xml and Document View.xml file from the .zip to a folder of your choice. For more information about how to extract files, see Zip and Unzip files and folders.
In your browser, visit https://aka.ms/olksideload. This link opens Outlook on the web, and then loads the Add-Ins for Outlook dialog.
Select My add-ins > Add a custom add-in > Add from a file.
Select one of the .xml files that you extracted, like Contact Insights.xml, then select Open > Install.
Repeat step 6 and 7 for the other .xml file, if you downloaded one.

You're now ready to start using the add-in in Outlook.

Learn more about installing add-ins in Outlook at Use add-ins in Outlook.

Κοινή χρήση μέσω