FORNAV Personalized Content
Available in the FORNAV Customizable Report Pack
Easily personalize your emails and documents in Business Central
Make every customer interaction count
In daily business operations, every customer interaction matters. Whether sending a sales quote, confirming an order, delivering an invoice, or following up via email, companies need to include messages that are clear, relevant, and tailored to the recipient. This can also be an opportunity to highlight a relevant promotion or introduce complementary products or services, turning simple routine communication into a subtle, value-adding upsell or cross-sell touchpoint.
However, managing messaging in Business Central is often difficult because BC rewrites and restricts HTML, which leads to broken layouts and inconsistent formatting across editors and email clients. As a result, adding the right content to emails or documents — in the right format and the right place — typically requires workarounds or custom development.
FORNAV Personalized Content solves this challenge and allows you to add customized text, images, tables, Business Central data, and other content directly into BC documents and emails – all without coding. This helps ensure communications are relevant, consistent, and tailored to each recipient. As a result, you turn your customer touchpoints into professional, personalized, and revenue-driving interactions.
- Quickly create personalized email subject lines, body text and document messages using BC data
- Control which content is communicated to which customers or customer groups, during which time period, and in which language
- Turn routine communications into subtle upsell or cross-sell opportunities
- Include images, tables, and rich formatting without coding
- Create consistent, professional-looking communications
Personalized content made simple in Business Central
Turn customer touchpoints into professional, personalized, and revenue-driving interactions.
Format your content:
Add relevant BC data:
Control content by:
- Correct font and colors
- Tables
- Images
- Hyperlinks
- Customer name
- Salesperson name
- Product information
- Pricing information
- Discounts
- And more…
- Dates – insert during specific periods, easily turn campaigns on or off
- Recipients – add customer-specific content
- Language – address customers in their preferred language
- Any other relevant BC value…
Create personalized content within minutes using the FORNAV Text Editor
Creating personalized content with FORNAV is simple and easy using the rich text editor:
- Intuitive and user-friendly: A WYSIWYG HTML editor that can be used by both Business Central consultants and end-users, making content creation simple and accessible without coding.
- Clean HTML output: The editor produces HTML that is standards-compliant and optimized for Business Central, ensuring that emails and documents render consistently across different clients and devices. This avoids the typical formatting issues and “broken” layouts common in BC.
- Lossless copy and paste: Easily copy content from Excel, Word, or Outlook while preserving text formatting, tables, images, and other content exactly as in the source, without any corruption or unexpected changes.
- Advanced table editor: Create and format tables directly within the editor, including custom row and column sizes, merged cells, borders, and alignment. This ensures tables appear exactly as intended in documents or emails, and remain stable across Business Central and email clients.
Save time, reduce errors, and tailor every BC document to the recipient
With FORNAV Personalized Content, you can insert pre-defined, date- or period- specific, and customer-specific text directly into invoices, orders, quotes, or delivery notes — all without coding or complex setups. This feature allows you to include personalized messages, standard contractual clauses, images, or item-specific information, ensuring each document communicates exactly what you need, in a professional and consistent way.
You can, for example, use FORNAV Personalized Content to perform common tasks such as:
- Inserting customer-specific messages or instructions
- Sharing targeted campaigns, promotions, or relevant up- or cross-selling offers
- Including terms and conditions for a specific contract
- Adding delivery instructions for a particular agent
- Highlighting safety or quality information for a product
Create professional, personalized emails in BC – without the HTML hassle
With FORNAV Personalized Content, you can design clean, reliable email body texts directly in Business Central — without touching HTML or dealing with complex formatting. The editor ensures your emails render correctly across all clients, while allowing you to include personalized messages, dynamic fields, images, and table layouts.
You can, for example, use FORNAV Personalized Content to perform common tasks such as:
- Controlling the e-mail recipient and greeting them by name
- Personalizing the email body and subject, for example including BC data such as the invoice number
- Adding contract-specific information
- Highlighting important dates, instructions, or deadlines
- Including product details
- Sharing targeted campaigns, promotions, or relevant up- or cross-selling offers
- Adding images for product promotions or email signature logos
By automating email body creation and personalized content insertion, FORNAV helps you save time, reduce formatting errors, and ensure your documents and communications look professional and communicate exactly what you intend.
Get started faster with out-of-the box templates
FORNAV Personalized Content is included in the FORNAV Report Pack and offers a number of templates that can be used out of the box, either as they are or as inspiration to create tailored messages.
FAQ – FORNAV Personalized Content
Why is email body formatting in Business Central so challenging?
Business Central requires emails to be written in HTML, but it rewrites and limits the HTML you enter. At the same time, Outlook and other email clients interpret HTML differently. This combination often leads to layouts shifting, spacing changing, or designs breaking when the email is sent or viewed on another device.
How does FORNAV make email formatting in BC reliable?
FORNAV produces clean, stable HTML that Business Central and modern email clients can handle. This prevents BC from changing the layout, reduces the risk of email clients rewriting your design, and ensures the recipient sees the message the way you intended.
What business scenarios does FORNAV Personalized Content support?
It supports everyday communication needs in email body text, documents and attachments. This could be customer-specific messages, contract terms, instructions, product information, delivery notes, seasonal texts, and personalized email subject and body text. Any content that needs to be dynamic, rule-based, or consistently formatted is covered.
Do I need developer skills to create personalized content in FORNAV?
No. FORNAV Personalized Content is built for both consultants and end-users. The WYSIWYG editor, merge tags with IntelliSense, and clean HTML output make it possible to create dynamic, formatted content without any coding. You can build, edit, or reuse templates within minutes — all inside Business Central.
Can I use my existing content from Word, Excel, or Outlook to create personalized content?
Yes. The text editor supports lossless copy/paste, meaning you can bring in text, tables, images, and formatting from Word, Excel, or Outlook without losing data or breaking layouts. Everything stays intact — including borders, spacing, and alignment.
When using FORNAV Personalized Content, will my email designs look the same for every recipient?
Yes. FORNAV produces clean, stable HTML that behaves consistently across Business Central, Outlook, mobile devices, and other email clients. Because FORNAV avoids HTML constructs known to break in BC or Outlook, the design remains predictable — what you see in BC is what your customer receives.
How much does FORNAV Personalized Content cost?
FORNAV Personalized Content (including the FORNAV Text Editor) is included in the FORNAV Report Pack from version 8.1.010, which is part of the FORNAV All-in-One license.
Pricing is available on https://www.fornav.com/pricing/
