Enabling Outlook Add-in for NAV 2017

This article discusses the steps required to Enable Outlook Add-in for Microsoft Dynamics NAV 2017.

Prerequisites

To enabling Outlook Add-in, you must have:

Create User

In this example we are creating a user with SUPER permission and following credentials:

Username: DemoUser

Password: Pass@Word1

For more information, you can refer to the topic How to: Create Microsoft Dynamics NAV Users on MSDN.

Create a New Service Instance

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 Service Tier

Update the Service Tier with the following information:

Credential Type: NavUserPassword

Certificate Thumbprint: <The SSL Certificate Thumbprint>

Update Configuration File for Windows Client

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

Update Configuration File for Web Client

Edit the web.config file, usually located at the following location:

C:\inetpub\wwwroot\DynamicsNAV100

Update the following parameters:

ServerInstance : NAV2017 (check the settings above)

ClientServicesCredentialType : NavUserPassword

ClientServicesPort : 6021 (check the settings above)

Add Certificate to Web Client

Open the inetmgr command.

This will open the Internet Information Services (IIS) Manager. Do the following:

  • Select Microsoft Dynamics NAV 2017 Web Client.
  • Click Bindings action.
  • On the Site Bindings window click Add.
  • On the Add Site Bindings window, select Type : https and select the SSL Certificate from the drop down menu.
  • Click Ok.

Update Service Tier With URLs

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.

Assisted Setup: Set up Outlook for Financials

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.

Check your Outlook Client

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 🙂

About Paresh Sharma

https://au.linkedin.com/in/itspareshsharma

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