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 😊