As we know, the outlook integration has some standard entities. Now we are going to create a New entity for customer and integrate that into outlook.
Creating New Entity
and synchronize the new entity with the outlook:
Here I have
taken a customer table as example. Likewise you can create any table as a
entity from the Navision database.
Note:
This Example assumes that the
user had already worked on the outlook synchronization with the standard entity
in the Microsoft Dynamics NAV.
1.
In the Navigation pane, go to Administrationà Application setupà Microsoft Outlook
Integration.
2.
Select Outlook synch. Entities. Here we are
going to create a new entity for the customer table.
3.
Press F3 to insert a new entity. Enter the code
as “CUST” also you can specify the Description as Microsoft Dynamics NAV
Customer.
4.
In the table No. Select 18 for the customer table.
The Table Name will automatically fall.
5.
Now in the Outlook Item, Press F6 and choose
Contact Item. Since I need the customer in the contact format in the outlook.
6. 
7.
Once after done this, we have to link the
customer table field with the corresponding outlook property of the contact
item.
8.
Select the Synch.Entity menu item and choose
Fields. Now outlook Fields window open for you.
9.
Here we have to link the field with the
corresponding outlook property. Go to Field No. Column
|
Field No.
|
Field Name
|
User-Defined
|
Outlook Property
|
|
2
|
Name
|
|
FullName
|
|
1
|
No.
|
|
Job title
|
|
102
|
Email
|
|
Email1Address
|
|
9
|
PhoneNo.
|
|
BusinessTelephoneNo.
|
|
29
|
SalespersonCode
|
ü
|
SalespersonCode
|
10.
The Salespersoncode is the user-defined one. So the
outllok property needs to be typed by manual.
11.
This is because, I have synchronized the
customer based on the salesperson code. For example, the customer who are all
having Salesperson code =RS needs to be filter.
12.
Press Escape and get out of the window.
13.
Your New Entity is ready to work now.
14.
In the Navigation pane à go to outlook Synch. User
Setup which is next to Outlook Synch. Entity
15.
Here you need to create a new setup for the
Customer.
a.
Select the User ID
b.
Synch. Entity Code as CUST.
c.
The condition as Salesperson code=CONST(RS).
16.
Before proceeding further, you can check once
whether we have assigned any customer as salesperson code RS. Now your screen
will look like below.
17. 
Settings in Outlook:
In the outlook, if you have configured web services/ SQL
Server already we need to add one more settings for the customer contact.
1.
Click settings
2.
Now in the Connection tab. Click Test Connection
for the changes will be refreshed in the settings.
3.
Now in the Folders Tab we can able to see the
New Empty Text box for selecting the folder for the customer.
4.
Click browse and select any newly created
contact folder. It won’t allow you to select any other folder. Since in the
Navision we have configured to the Contact Item only.
5.
If you need Filters you can also apply.
6.
Click Apply and then Ok.
7.
Now Click Full synchronization.
8.
The details of the customer who is having the
Salesperson code as RS will be displayed.
Problems and
solutions:
1.
In the newly created Contact folder, if you able
to see only the like the below image, eventhough you have configured the
customer to the salesperson Code RS,
2.
In this case, we need to give some settings in the
codeunit 5300 in Navision
3.
Go to the codeunit 5300 and go to the function ValidateOItemPropertyName()
4.
Find the code “
5.
IsReadOnly
:= OPropertyInfo.IsReadOnly;
6.
Comment the code.
7.
Save the codeunit
8.
Once again run the synchronization in the
outlook.
9.
Now we can able to see the customers who are all
having the corresponding salesperson code.
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