In the last few articles about Project ‘Madeira’, I wanted to show how to configure it and some basics about usage and limitations. Now, I want to show you how we can use Project ‘Madeira’ using our Outlook. First, just to know, to do it we need Exchange Online (I’m using O365).
In this example, I’ve got an e-mail from unknown person. If we use a small icon on the top on e-mail, system will as us what to do with this contact.
If I choose to add this contact as a contact in my Project ‘Madeira’, I can associate this contact with some of the companies… And everything without leaving my Outlook. If we don’t know how to use some of the fields, we need just to click on this field caption and we will get a small help.
Now if we want to edit this contact, we can do it using “Edit” button. Or if this is not so comfortable to you, you can choose “Pop Out” button to open this contact in independent window. We also can run some other processes, eg. creating opportunity, creating interaction, checking or creating a quote… or run statistic or send some of the reports (in file format you want).
If you run e-mail from this person some other time, system will recognize her as a contact. If this contact is not connected with a company, system will offer you this possibility. And everything is a live with your ‘Madeira’ database. You don’t need to leave your Outlook page.
Totovic Dynamics 365 Blog 
[…] days ago, I wrote article about working with contacts in Project ‘Madeira’ via Outlook. Now, want to show something more about integration with Office and […]
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[…] days ago, I wrote article about working with contacts in Project ‘Madeira’ via Outlook. Now, want to show something more about integration with Office and […]
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Will Madeira also track Email, so a link between NAV-Contact/Companies can be established?
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You can create link between contact and company via email.
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NIce, but what I’m looking for is the tracking of emails.
NAV has a function, “Email tracking”, finally, supported by O365/Online Exchange (used to require exchange server on premise…) that will create an “Interaction” in NAV whenever an email is received from a known Contact. This is done by storing all emails in a public folder on Exchange and polling this.
That has some disadvantages like links lost forever if Exchange server is restored/moved etc.
Was wondering if Madeira would create a stable link between emails and NAV Interactions?
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FYI: https://msdn.microsoft.com/en-us/library/hh167019(v=nav.90).aspx
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Yes, you will have this feature in Project ‘Madeira’ as well.
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Cool!
NAV as a basic CRM is actually powerful enough for alot of SMB.
If you need more, then there’s Dynamics CRM.
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Yes and you can connect ‘Madeira’ very easy with CRM Online
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[…] 情報元: https://totovic.com/2016/06/24/contacts-in-project-madeira-via-outlook-client/ […]
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