Outlook Add-in

General

With 3PL Dynamics, you can manage business interactions with your customers and vendors, directly in Microsoft Outlook. With the 3PL Dynamics Outlook add-in, you can view financial data related to customers and vendors. You can also create and send Logistics documents, such as Receipts, Shipments and Transport Orers.

There are two ways to get the Business Central add-in for Outlook installed, depending on your role in the organization:

As a Microsoft 365 administrator, use Centralized Deployment to install the add-in automatically for the entire organization, groups, or specific users.

As any user, install the add-in for your own use if not already done by your admin.

Configuration (user deployment)

• Pre-requisite: Install two items from the 3PL Marketplace before configuring the Outlook add-in:
  • Setup DataHub (install this first) — required for the add-in to function.
  • Outlook Add-in - Initialize.

1. Outlook AddIn

• Via Tell Me search for 'Outlook Add-in Management'
• Click on 'Reset Default Add-ins'
• Download Add-in '3PL Dynamics Insights'
• Run the hyperlink: https://aka.ms/olksideload and go to My add-ins. It there is already a (old) 3PL Dynamics Insights please delete it.
• Click on Add a custom add-in and upload the previous downloaded manifest

2. Run the Outlook AddIn for the first time

• Restart Outlook
• Run one of the actions of the Outlook Add-In within Outlook

5. Execution

• Run one of the Outlook Add-In actions again.