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Emailing Reports with a Custom Email Body in Dynamics NAV 2017How to find my version of Microsoft Dynamics NAV

This article is an extended version of the article posted last year regarding emailing document reports in Microsoft Dynamics NAV 2016. With NAV 2017, Microsoft has enhanced the feature of emailing reports with a pre-defined body. It is now a configurable emailing feature in standard Dynamics NAV.

The pre-defined body is not a hard-coded message from Microsoft, but rather is configurable at the user level. Microsoft used the Word layout feature to generate an email body, which is auto-executed and added in email.

With Dynamics NAV 2017, Microsoft provides multiple Word layouts for commonly used reports in Dynamics NAV.

To choose the layout you want:

Open Report Selection Menu. Here you will see a new field added entitled “Email Body Layout Description.” Select the Word layout that you want to appear as the body of email as shown in the image below:

Selecting a Word Template in Dynamics NAV 2017 for Emailing
Figure 1 – Selecting a Word Template for Email Body Layout in NAV 2017

To email an invoice, open the Posted Sales Invoices page, and then select the invoice that you want to email. Then from the Action Tab, select the action Send by Email, as shown below:

Emailing a Document in NAV 2017 using an Email Template
Figure 2 – Email Document in NAV 2017 with Customer Email & Body Template

If you want to send a document without opening email in Outlook, then un-check the Edit in Outlook option, and you can specify the email address and other details in the same window. Once you click OK, and your SMTP server is configured for the NAV Company, then the system sends an email to the customer.

You can also attach a report in an email. To do so, you can select the Customer Card and email body from the Word layout selection in Report Selections.

Email send in Dynamics NAV 2017 without opening Outlook
Figure 3 – Email Send from Dynamics NAV 2017

Benefits of Using a Custom Email Body in Dynamics NAV 2017

With this feature, we as developers and users of Dynamics NAV can develop specific email body templates for our customers and internal purposes, saving time and effort.

The best part is there is no limit on number of Word layouts that a report can have. Plus, you do not need a developer license nor need to be a NAV developer to create a Word layout for a report. You can do this easily if you understand the mail merge feature of Microsoft Word.

If you have any questions about this function or other Dynamics NAV questions for any version, contact ArcherPoint.

Read more "How To" blogs from ArcherPoint for practical advice on using Microsoft Dynamics NAV. If you are interested in NAV development, check out our collection of NAV Development Blogs.

Read more Dynamics NAV blogs by Saurav Dhyani.

 

Comments

Comment: 

<p>Hi all, thanks for the great post, really helpful. However, i am having challenges with displaying multiline data on the report. for example my text may have paragraphs in navision. its coming as one line on the report. Any help on how i can sort this?&gt;</p>

Comment: 

Thanks for the question! Are you asking for a NAV RDLC report, or a Word Layout for NAV report?

Comment: 

I am asking for the word layout. i created a word layout for the report i want to email as body. the pdf version of this report shows multiline text fine, however the word layout version concatenates the multiline text into one long line.

Comment: 

<p>This is only happen on the word layout when it appears in the body of my email. The RDLC is showing multiline just fine, the email body is the one showing my text as one long line</p>

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