Linking Outlook with Dynamics AX
The first step in using Outlook with Dynamics AX is to set up the connection through Dynamics AX. In this recipe we will show the steps required to do this.
Getting ready
Before we start on this example, you will need to make sure that your user profile in Dynamics AX is associated with your e-mail account. This will ensure that Dynamics AX will be able to share information with your Outlook profile. To do this carry out the following steps:
From the File drop-down menu on the Dynamics AX client, navigate to the Tools menu, and then the Options submenu.
Within the Options dialog box, check that you have the e-mail address that is in the E-mail: field:
How to do it...
To set up the synchronization link between Dynamics AX and Microsoft Outlook, follow these steps:
From the Home Area Page, open up the Microsoft Outlook setup wizard from the Setup group.
Step through the wizard screens until you reach the page Microsoft Outlook synchronization. This may already be populated...
