Continuing from previous post, further in next step we will apply same feature discussed in earlier post to our custom documents and learn where all places we need to take care development to get it working.
Generally we get demand for customized mail body to send from Navision. Normally we use templates or html etc. coding to achieve this. In NAV 2017 this feature is now available in product itself. Today we will explore this feature available for Std. documents and learn to setup, further in next step we will apply same to our custom documents and learn where all places we need to take care development to get it working.
Many of my customers get the source data for their Power BI reports – usually Excel or csv files – sent to them as an email attachment on a regular basis. When they get one of these emails what usually happens next is that they save the attachment to a folder so Power BI can connect to it. This a tedious manual process and of course one that breaks down if they’re off sick or away on holiday. However if you are using Exchange or Exchange Online it is possible to eliminate this step and have Power BI connect directly to the attachment without downloading it. In this post I’ll show you how, using Exchange Online as an example.
Microsoft Dynamics NAV 2015 has simplified emailing documents with a report attachment feature. You can now open a Posted Sales Invoice Document and then select Print and Send to Email as an Attachment and it will automatically create an outgoing Microsoft Outlook Email with a copy of the Posted Sales Invoice as an attachment and will also populate the Subject line with the Sales Invoice Number and Sell-to Customer Name.