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When trying to create a purchase invoice in the outlook-integration it would be very useful if there was an easier way to import the attached pdf file as an incoming document and attaching it to the purchase invoice.

As it is working today you recieve an email from your vendor with an attached file (the purchase invoice in pdf-format), you have to save that attached PDF on your local HD from outlook. You then can create the purchase invoice from within outlook and before posting you have to navigate through the menu on the created purchase invoice to create a new incoming document and use the file explorer to chose the saved PDF on your local HD. You can then post the invoice as usual.

What I'd like to suggest is that when creating a new document on a vendor (maybe customers as well?) from an email within the Outlook-integration the integration should be able to recognize if there's an attached file or not in the email and suggest if it should be added as an incoming document with 1 click. This would save a lot of time when working with the outlook-integration and also help a lot of the smaller customers who doesn't have the need for a full blown ISV solution for their account payables with scanned invoices and line recognition.
STATUS DETAILS
Completed
Ideas Administrator

Thank you for your valuable feedback. We have delivered this idea and made it available with Business Central 2021 release wave 2.

Enhancements to the Outlook add-in
From the Contact Insights pane, users can choose the "Send to Incoming Documents" action to create an Incoming Document record that includes the email attachments.

Learn more about what's new and planned for Outlook add-ins in the release plan here: https://docs.microsoft.com/en-gb/dynamics365-release-plan/2021wave2/smb/dynamics365-business-central/enhancements-outlook-add-in 

Best regards,
Mike Borg Cardona
Program Manager, Business Central