My goal is to synchronize Outlook 2010 to NAV. Only in this sense, at least in the first phase.
After numerous attempts I managed to sync contacts from Outlook in NAV. I do that via Web Services.
I have created a 'XX' salesperson in NAV which has assigned a name that is equal to the name of the Owner of Outlook.
I've created a contact with the same code to the salesperson.
Now, one of my first goals is to create tasks in Outlook, assign them to a contact and that these tasks be synchronized in NAV.
Tasks should relate to a contact so that from NAV can see everything what is doing with a contact.
I understand that the task should I link it with a contact in Outlook but I don't know how I do it. I do not see this field on the form in the Outlook task.
Anyway, somebody knows a good (good) documentation about de syncronization for NAV 2009 and Outlook?
What are the principal parameters to be configured, what are meaning and purpose of fields, filters, ...
I think that it works, but I believe that it's very breakable or 'delicate' and if you don't configure correctly the user is lost with error messages (troubleshoting) to hard to understand.
This is my first experience, and I'm worried about it.
Thanks a lot.