After you have completed the setup of the Microsoft Office Outlook Add in, a tab is added to the Outlook ribbon for your use. You use commands on the Microsoft Dynamics NAV Synchronization tab to specify settings for synchronization and to review errors and conflicts.
In Outlook, choose the Add-ins tab, and then choose Microsoft Dynamics NAV. The following table describes commands on the ribbon.
| Ribbon command | Dialog box tab | Description |
|---|---|---|
Synchronize | Synchronize items that have been created or modified since the last synchronization. | |
Settings | Open the Settings dialog box. | |
General | Specify synchronization options. These include how often synchronization should run. You can also specify options for how conflicts should be resolved. | |
Connection | Specify options for establishing communication between Outlook and Microsoft Dynamics NAV. | |
Folders | Required. Select the Outlook folders in which you will synchronize Outlook items with Microsoft Dynamics NAV entities. The folders that are listed on this tab are determined by the synchronization entities that have been specified for the user in Microsoft Dynamics NAV. | |
Filters | Specify filter criteria to reduce the number of items that will be synchronized. You can create a filter for each entity type, you can specify. | |
Customize | Specify which commands are displayed on the ribbon. The Settings command is always available. | |
Troubleshooting | Open the Troubleshooting dialog box to resolve synchronization issues. If the Troubleshooting icon is red, then you have errors or conflicts that must be addressed. | |
Errors | Log of synchronization errors. | |
Conflicts | Log of synchronization conflicts. | |
Connection State | Indicate synchronization connection state. | |