When your document reports are in ForNAV, you can still take advantage of the standard feature in Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central for adding an e-mail body when using the Send…, E-mail…, or Post and Send… options.
For example, to use e-mail body with a ForNAV report for the Sales document group:
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In the Report Selection – Sales page, in the Usage (Document Type) field, click the relevant document type, for example, Invoice:
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On the first line, select the Invoice report (in this example, it is the standard ForNAV invoice report), and then select the Use for Email Attachment check box.
Note: Do not select the Use for Email Body check box.
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On the second line, add Report ID 1306 (this is a standard Microsoft report). On this line, select the Use for Email Body check box.
Note: Do not select the Use for Email Attachment check box on this line.
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In the Email Body Layout Description column, select the variant you want for your e-mail body (again, these are standard from Microsoft).
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If you want to, you can change any of these variants using the standard Microsoft features to Process, Copy, Layout, Export and edit it in Microsoft Word.
- Repeat this procedure for other document types, for example, Quotes, Orders, Credit Memos, and so on.
Note: You can repeat this procedure for other relevant document groups, for example, for the Report Selection – Purchases page.
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