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Attaching edited Wordfile automatically to a interaction log entry

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Posted on by TK8782

Hi folks,

we have a customer who was using navison 2013 and is now upgrading to business central 19 on-prem.

The customer is using interaction templates with attached word files.
When creating an interaction from contacts the word file is edited by the user. Now the customer wants to edit the file and then uploads the edited file back to bc so that the edited file is attached to the interaction log entry which is created when generating an interaction on the contact.

Is there any possibility to automate this process from within word, e.g. an plugin such as the excel plugin and publishing the information back to bc from within word? Or do you have any other idea to solve this issue?

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Peter@Dynabec 5 on at

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RE: Attaching edited Wordfile automatically to a interaction log entry

Hi Thommy,

I have the same issue.

Dit you find already a solution to upgrading de attachments from NAV to BC?

Gr.

Peter
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Marco Mels on at

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RE: Attaching edited Wordfile automatically to a interaction log entry

Hello,

Maybe this helps already:

docs.microsoft.com/.../ui-mail-merge

I cannot remember in what release this was added to, but merging fields and interaction has recently been updated and I believe that area is still work in progress.

Thank you.