web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Suggested Answer

Difference in behaviour of interaction log entries with attachments in BC / NAV

(0) ShareShare
ReportReport
Posted on by 18

Hi folks,

when using interaction templates in the segments module within navision (e.g. 9) the behaviour was like "creating an interaction template with an word attachment => creating a segment with an an interaction template code => log the segment. When logging the segment the word template is filled with information from the contacts which are in the segment lines. Also a interaction log entry was created with a link to the generated attachment. So it was possible to open the attachment with specific text for each contact.


In Business Central there is a new feature called Word interaction templates. Only these templates give the possibility to create serial letters for several contacts witihin a segment. But when logging the segment there is no attachment linked to the interaction log entry. 

When using only attachment from within the interaction log entry there is no specific information (such as adress etc.) from the contact in the attachment. so no serial letter can be created. 

Is this the standard behaviour or do I miss something? 

We want to achieve that we can create serial letters from a segment by using interaction templates and attaching the specific file for each contact as an attachment to the interaction log entries. 
Is this possible or does this need customization?

Thanks :-)

I have the same question (0)
  • Suggested answer
    Andy Sather Profile Picture
    Microsoft Employee on at

    Hello,

    If you don't get further responses to this issue, you may want to raise a support request to Microsoft support via your CSP / Partner.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 1,857 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,047 Super User 2026 Season 1

#3
Dhiren Nagar Profile Picture

Dhiren Nagar 959 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans