Microsoft Outlook

Path: Integrate with other applications > Microsoft Office apps and Microsoft 365 > Microsoft Outlook · tier official · system crm · narrative reviewed (checked by Opus)

Overview

This section covers how Business Central works with Microsoft Outlook. The main piece is the Business Central add-in for Outlook, which shows contact insights and a document view in emails and appointments, and lets users create business documents from there. It can be deployed centrally by Microsoft 365 admins or installed manually by individual users.

A second page covers saving business contacts to Outlook and Teams. It synchronizes Business Central contacts so they are available during email and collaboration, with optional two-way synchronization and contact filtering. The page references 2026 release wave 1.

The third page is for organizations that do not use Outlook. It explains how to set up email sending through an assisted setup guide or with technical mail server information. Start with the add-in page if you use Outlook, or the last page if you do not.

Key points

• The Outlook add-in offers contact insights and a document view inside emails and appointments.
• Two deployment methods exist: centralized deployment by Microsoft 365 admins, or manual installation by individual users.
• Users can create business documents directly from Outlook through the add-in.
• Business Central contacts can be saved and synchronized to Outlook and Teams.
• Contact synchronization can be two-way and supports contact filtering.
• The contact saving page is tied to 2026 release wave 1.
• Business Central can be used without Outlook by setting up email sending.
• Email setup can use an assisted setup guide or technical mail server information.

Learn pages

• Get the Business Central Add-in for Outlook: Learn how to install the Business Central add-in for Outlook for your organization or for your own use.
• Save Business Contacts to Microsoft Outlook: Learn how to synchronize Business Central contacts with Microsoft Outlook and Teams to streamline communication and access contact details effortlessly.
• Using Business Central without Outlook: If you don’t have Outlook, you can’t use Business Central as your business inbox in Outlook, but you can work in a browser or on your mobile device.

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 1831 “Outlook Centralized Deployment” · captioned “Outlook Add-in Centralized Deployment” · on Table 1610 “Office Add-in”
• Page 1832 “Outlook Individual Deployment” · captioned “Get the Outlook Add-in”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.