Connect e-documents to Microsoft 365 applications

Streamline accounts payable processes by enabling purchasers to add multiple invoice and receipt documents to e-documents in a single action. That makes it easier for them to process vendor invoices and receipts because it's faster to import the documents from a single point of entry.

This article describes how to set up connections to Microsoft 365 applications.

Set up connections to Microsoft 365 applications

Connecting e-documents with Microsoft 365 applications requires that you set up e-documents in Business Central. If you haven't done that already, follow the steps in Set up e-documents to get started.

Configure an access point

When your e-document setup is complete and you're ready to connect to a Microsoft 365 application, follow these steps:

1. Choose the icon, enter E-Document Services, and then choose the related link.
2. In the Service Integration V2 field, choose Outlook.
3. Choose the Setup Service Integration action.

The steps to connect e-documents to a Microsoft 365 access point depend on the type of connector you choose.

Set up the connector for Outlook

1. On the Outlook Document Import Setup page, choose the assist edit button in the Account field, and then choose the Microsoft 365 mailbox that you want to download documents from.

   Note

   The account you're signed in with must have Read/Write access to the Microsoft 365 e-mail account.

2. Turn on the Enabled toggle, and then close the page.

3. On the E-Document Service page, choose the Receive action. This action reads the unread emails from the specified mailbox that were received after the last time you downloaded them. It creates one e-document for each PDF attachment, and marks the emails as read.

Related information

E-documents overview
Set up e-documents

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