Outlook add-in for Progressus
Business Central introduces the ability to manage business interactions directly in Microsoft Outlook.
The Progressus add-in for Outlook will enable
- Time entry in Outlook to instantly update the timesheet in Progressus
- Project budget entries to be sent to Outlook calendar with pre-filled data for time entry
- Outlook calender bookings shown in Progressus for workload and availability overviews
Installation of the Outlook add-in
With the installation of PowerPack for Progressus, the add-in should automatically be added to the list of Office add-ins.
To verify this, choose the 
icon, enter "office add-in management", and then choose the related link to see a complete list of installed Office add-ins.
If the Outlook Integration for Progressus is not displayed, choose the Reset Default Add-ins action.
Deploy the Outlook Integration for Progressus add-in the same way as the standard BC add-ins.
For general documentation about deploying office add-ins, please see Business Central add-in for Outlook at docs.microsoft.com
Setting up company-wide service account
Set up a service account with access to the mailboxes and calendars of the users to be integrated with Outlook.
Choose the
icon, enter "Outlook Integration Setup", and then choose the related link.Fill in the fields as described in the following table.
Field Description Exchange Service URL Specifies the name of the SMTP server. Service Account Address Specifies the email address of the account used to connect to the server. Usually this will be a dedicated service account with organization-wide permissions. Service Acct. Password Specifies the password of the account used to connect to the server.
For general instructions, read more on SharePoint|sapiens how to create a service account in Office 365.
Tip
For test and demonstration purposes only, a personal account can be used as the service account. In this case only one Exchange Account can be set up and the address must be exactly in both Outlook Integration Setup and the Exchange Account.
Setting up each user
For each user that will use the Outlook add-in or have their calendar integrated, a record must be created in the "Exchange Accounts".
Choose the
icon, enter "Exchange Accounts", and then choose the related link.Fill in the fields as described in the following table.
Field Description Primary Smtp Address Specifies the users primary SMTP address. This is the address user uses to log in with. User Name Specifies the name of the user. Resource No. Specifies the resource number of the user. Exch. Integration Active Specifies if data can be exchanged with the users mailbox and calendar.