When a customer emails, Business Central can show who they are, what they owe and what they have ordered, inside Outlook, and create a quote from the email.
Tell Me: Set Up Outlook Add-in (assisted setup). Once installed for your mailbox, opening an email from a known contact shows the Contact Insights pane: the customer or vendor card summary, balances, recent documents. From there, create a sales quote or order with the lines pulled from the email text (Copilot suggests the items), and send the confirmation back without leaving Outlook. Incoming supplier invoices can be sent to Incoming Documents from the same pane.
For the sales desk this is where most of the day happens. It needs the Microsoft 365 licence and the Business Central licence on the same account.
