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Microsoft Dynamics NAV (Archived)

Interaction Templates.

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Posted on by 115

Hello All,

Greetings for the day!!

While Creating the Interaction, in the "What is the Type of Interaction" field it is asking for Attachment.

Intaraction-Templates.png

Can you please tell me, What is the use of Attachment file in the Interaction Templates?

Thank you.

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  • Shivakumar. G Profile Picture
    Shivakumar. G 115 on at
    RE: Interaction Templates.

    Hi AJ Ansari,

    Thank you.

  • Verified answer
    AJAnsari Profile Picture
    AJAnsari 5,754 on at
    RE: Interaction Templates.

    The attachment is for the use of a Word template (although, it could potentially be any format) that can be sent as part of an outbound interaction such as Business Letter, e-mail, etc. If using Word, there is support for Mail-Merge functionality where placeholders can be replaced with values from NAV.

    Similar capability is also available in the Campaigns / Segments functionality.

    That said, it's very rare for anyone to use attachments from NAV, because there are measuring / tracking tools that can show you how many people clicked / opened, etc. I find that more people favor a true marketing service like ConstantContact, MailChimp, etc. to send such outbound communications and track its reach and success.

    I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"

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