Microsoft Dynamics NAV 2015: Simplified Email with a Report Attachment

Microsoft Dynamics NAV 2015: Simplified Email with a Report Attachment
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.
  1. Open Microsoft Outlook
  2. Open Microsoft Dynamics NAV and then Go to Departments > Departments > Sales & Marketing > Archive > History > Posted Sales Invoices
  3. Select the Posted Sales Invoice you would like to email
  4. Select in drop down arrow in the upper left side of screen
  5. Move curser over Print and Send and then select Email as Attachment
Choose Print and Send; then select Email as Attachment
Figure 1 – Choose Print and Send; then select Email as Attachment
  1. NAV will open a new email with the following:
  • Subject line as – ‘Edit – Posted Sales Invoice – XXXXXX – Customer Name’. You can remove the Edit and make any changes as needed.
  • Attached – it will attach a copy of the Posted Sales Invoice as an html formatted file. This file can be Opened, Printed, or Saved to a File
  1. Select or Enter the email address
  2. Enter any additional email information in the body (Signature) and then select ‘Send’
Example: Example Email
Figure 2 – Example Email If you have any questions regarding this process, please contact ArcherPoint. Read more "How To" blogs from ArcherPoint for practical advice on using Microsoft Dynamics NAV.

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