You can synchronize Microsoft Outlook entities, such as appointments, and contacts, with comparable Microsoft Dynamics NAV items to keep both applications up-to-date. This enables employees like salespeople, who do not have continuous access to their company's Microsoft Dynamics NAV database, to share contact, to-do, and meeting information from off-site locations. With this functionality, you can easily update either Microsoft Dynamics NAV objects with Outlook entities or Outlook entities with Microsoft Dynamics NAV objects. Synchronization can be set up to take place automatically, or you can manually synchronize from within Outlook.
To begin the synchronization setup, decide which Microsoft Dynamics NAV objects you want to synchronize. Then set synchronization options in Outlook. These options establish where synchronized entities will be stored, how synchronization conflicts should be resolved, and when automatic synchronization should start.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
Specify which Microsoft Dynamics NAV items will be synchronized, and which Outlook items they will be synchronized with.
Define the synchronization between Microsoft Dynamics NAV items and Outlook collections.
Define which Microsoft Dynamics NAV table fields will be associated with Outlook properties.
Establish which Microsoft Dynamics NAV users will perform Outlook synchronization, and which entities will be synchronized for those users.
Set folders that correspond to each synchronization entity assigned to you in Microsoft Dynamics NAV for synchronizing and storing items.