Microsoft Dynamics NAV 2017 integrates more tightly with Office 365 and Power BI to enhance productivity. The integration allows users to view dashboards for customers, contacts, and vendors from Outlook. It enables seamless creation of records like customers, invoices, and vendors directly in Outlook. The integration also allows sending invoices from Dynamics NAV as PDFs via email using customizable templates, and synchronizes contacts between Dynamics NAV and Office 365 for improved communication with customers on any device.

1. What Advantages brings the Navision and Office 365 Integration?
Microsoft continues to be true to its commitments, which has led to the release of Microsoft
Dynamics NAV 2017. Now, the IT giant wants Dynamics Navision to connect more tightly with its
other products like Office 365 and PowerBI to serve the world even better via Dynamics NAV
integration. To understand more intricate details about this union, it is important to notice its other
aspects like why this integration is necessary.
Microsoft wants to enhance the productivity of its customers by enabling their personnel to use a
solution that brings more of its software applications together. Microsoft's aim with MS Dynamics
NAV integration is to enable its customers to pull advantages from:
 Accurate as well as attractive communication with customers via visually delightful emails
with enclosed invoice info that is readable on any device, without the need to open any
attachments.
 Multiple layouts flexibility to suit various customers.
 Consistent messaging via various templates regardless of message sender or the device used.
Navision as a business solution is a powerful name that continues to be easy to use and fulfill your
expectations. The latest version offers new features, significant enhancements to the core
application and deeper integration with Office 365. With the Microsoft Dynamics NAV
integration, you can stay connected as well as boost your productivity due to following attributes:
Outlook Ad In:
From the Outlook App, the integration allows you to see dashboards for customers, contacts as well
as vendors. Improved compatibility gives you the power to create customers, invoices, vendors,
customers in a hassle-free manner without leaving Outlook. Seamless integration also helps in
saving time with enhanced accuracy.
Email:
With add-in in the Dynamics NAV 2017, you can now directly send attachments to the Incoming
Documents list and send PDF files to an Optical Character Recognition service. Since documents
are turned into a machine-readable format, risks are reduced and the invoice information can be
automatically added to Dynamics NAV.
Email Templates:
Navision and Office 365 integration enables you to create attractive and professional-looking email
cover-letter templates for invoice information and images for due dates, totals and various other
payment terms to send mails to customers.
Contacts:
From your existing contacts list in Dynamics NAV, you can now manually sync those contacts to
Office 365 people. Similarly, contacts from Office 365 will also sync back with Dynamics NAV.