Dynamics NAV 2016: Using the Email As Attachment option Video Lecture | Microsoft Dynamics NAV:Complete Training - Data & Analytics

using the email as attachment option
enough there are many different ways of
extracting information from the program
to allow you to send it to other people
in different formats one of those is to
email a particular page as an attachment
here I'm on the customers list page if I
have a look at the application menu
under print and send I have different
options one of these is email as
attachment if I click this it will take
the entire customers list page that I
was just viewing and attach it as a HTML
attachment to an email ready to send out
if I have a quick look at that actual
attachment it will open up in my web
browser and then I see the list of all
the customers as it was on my page in
descending order by name from Z to a now
this use the default style sheet you can
change this style sheet to present the
layout differently this email is now
ready for sending out if I want to
change the sort order before I send it
out I can simply resore columns so the
names are now sorted from A to Z then if
I simply go to the application menu go
to printing send emails attachment the
new version the list will be attached to
an email if I double click to view the
new attachment this is now sorted
eh-2-zed
so whatever state the page is in when I
click print and send it will send a copy
of the page in that state if I filtered
it or sort of it it will go as it is if
I just select one line it won't make any
difference it will still send the entire
page so if I just want to send the
customers that are beginning with M for
example then just highlighting like this
would not work what I would need to do
is apply a filter to the page so to
filter this page before I send it I
would go to the filter pane choose to
filter by name and then if I choose
capital M and star as the filter
criteria this would mean that anything
that starts with capital M and followed
by any combination of character
would then be shown once I apply the
filter now I have my filtered list if I
go to print and send and then email as
attachment it will attach only what I
currently see in this filtered view if I
open up the new attachment to check we
see it is just the filtered version of
the customers list if I clear my filter
and go to a different page so the sales
orders list page exactly the same
applies here
so if I want to send a list of all the
sales orders unfiltered I would go to
application menu print and send emails
attachment this will attach the list of
all those sales orders to an email ready
for sending if I double click the
attachment to review it I see the sales
orders exactly as they were on screen
again like before I may want to refine
this list by sorting or filtering it
maybe to just show the sales orders from
a particular company to do this I can
use two methods I can go to the filter
pane at the top choose the sell to
customer number and enter 20000 to see
just the orders from that customer or as
a slight shortcut I can find the
customer number that I want within the
list right click it and choose filter to
this value which has the same effect and
filters the list of sales orders so now
if I go to the application menu print
and send and choose email as attachment
what I will now have attached is a HTML
list of just the sales orders from
customer 20,000 any page can be attached
and sent as an email for example a
customer ooh a customer may request a
copy of a particular sales order so here
if I go on the cart page for a specific
sales order I can also go to application
menu printer send and choose emails
attachment and this time one specific
sales order has been attached as a HTML
document
the filename of the attachment
automatically includes the document
number of the sales order and if I
double click it to view it I will see
all the fast tabs that exist on the
sales order grouped so all the details
in the sales order is here they seem a
list of ascending out finally I can do
the same kind of thing with posted sales
invoices I could have an inquiry from a
customer say customer 10,000 if I
right-click and filter to that value I
will see all of the posted sales
invoices for just this customer and we
have three invoices to send one specific
invoice I double click to go to the card
page for it
then I go up to application menu print
and send and send it as an attachment
this gives me the actual invoice with
all its faste tabs as a HTML attachment
you