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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Create Outlook Message...
Microsoft Dynamics NAV (Archived)

Create Outlook Message with word doc attachment

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Posted on by mbr 5,136

I want to be able to change how we send a report via email to clients.  For one, I want to be able to create an outlook message so as to allow users to edit the body and/or attachments if need be before sending.  Users also want to see the sent outlook messages in their sent items so they can somehow keep track.  Please help point me to the links on how to make this happen.  Currently when you click email, it just sents directly to recipients most likely using the SMTP server.  Last but not least, is it fairly easy to send attachments as Word document instead of pdf? i.e., send report as word document.

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I have the same question (0)
  • jcastro Profile Picture
    jcastro 2,245 on at

    What NAV version are we talking about? :) 

  • keoma Profile Picture
    keoma 32,729 on at

    hi,

    is this nav 2013 or nav 2013 r2?

    is this email sending fct. nav standard functionality or a customization?

  • mbr Profile Picture
    mbr 5,136 on at

    Nav 2013 r2.  I gather it will be a customization because we are changing behavior of Email Shipment from Posted Sales Shipment.

  • Verified answer
    keoma Profile Picture
    keoma 32,729 on at

    hi,

    use codeunit 397 Mail.

    sample code:

    // variables

    variable: mailer | codeunit | Mail

    // save the report as word doc to a local folder

    REPORT.SAVEASWORD(<You Rep. Number>, 'c:\temp\test.docx', Rec);

    // create outlook mail message

    mailer.NewMessage('sender@test.com','','Subject','Body','c:\temp\test.docx',TRUE);

  • mbr Profile Picture
    mbr 5,136 on at

    Thank you Jonathan!

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