Using e-mail body with a ForNAV report

Knowledge Base

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:

  1. In the Report Selection – Sales page, in the Usage (Document Type) field, click the relevant document type, for example, Invoice:

     

  2. 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.

     

  3. 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.

     

  4. In the Email Body Layout Description column, select the variant you want for your e-mail body (again, these are standard from Microsoft).

     

  5. 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.

     

  6. 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.