Dynamics NAV 2016: Using Links Video Lecture | Microsoft Dynamics NAV:Complete Training - Data & Analytics

using links enough you have the option
to add links to pages this can be a very
useful feature because it means you can
add extra information to a particular
page for example a vendor card here on
this particular lender card it might be
useful for me to have quick access to
PDF files that relate to this vendor for
example they're trading terms and
conditions or a current price list the
links option is found in the ribbon at
the top on the Home tab and it's over
towards notes I can click this or I can
use the keyboard shortcut ctrl + L or I
can go down to the fact boxes and links
is down there as well on the right hand
side I can now add a link I go to
actions and new firstly I need a link
address but this is where the document
is stored it could be a web page on
linking - or it could be a document that
I have saved somewhere if I'm linking to
a document I need to think about where I
store that document if I stored it on my
local computer then those other users
would not normally be able to access
document stored on my computer I need to
consider storing the document in a
shared location on the server for
example so that when I linked to it
other people will be able to access it
if I click the assist edit button three
dots and if I choose the current price
list and say open for simplicity in this
demonstration I will link to a share
that's on my desktop but I would not
normally do this in a production
environment I now have the link to where
the file is located and the name or
description of the file then if I say
save it will be added as a link on this
card page if I add a second one a second
link click the assist edit button add
the terms and conditions document this
time then save and I now have two links
saved on this customer card these links
are visible on the fat boxes on the
right-hand side in a list page view and
on the actual car page
so now if I want to access the documents
on the customer card if I click on the
circle I can open up this file if I want
to modify these links I have that option
I can modify it in the fat box or by
going to links in the ribbon where I can
get to modify modify the link or the
description and change either link those
links will remain on this vendor card
until they are deleted if I have a
problem with a sales order that's
perhaps like have become a sales return
and maybe a credit memo in the future
and I'm sent via email some photographic
evidence of the problem with an item we
sent out then that might be a good idea
to link to the sales order that they
relate to to help people resolve this so
if I go to sales orders and choose the
correct sales order this order of 27
bicycles has to that unfortunately will
receive faulty or damaged so if I go up
on the ribbon I could have a note
explaining things and then add a link to
the photographs so I go to new then use
the assist edit button to navigate to
where I've saved the image again this
should be on the server or a shared area
not on my local machine if I select the
image and say open and then save the
link to save the second picture I go to
new again navigate to where it's saved
select the second image say open and
save it I now have two links to two
picture files that can be accessed from
this sales order if on the sales order I
don't see links in the FAQ box on the
right-hand side then I just need to
customize the page to display them so I
go up to application menu choose
customize and then customize this page I
need to change the fat boxes so I choose
fat boxes I choose links and then add
and then maybe move this up and then I
say okay the page will then reopen and I
now have an extra fat box on the right
hand side displaying links and my two
links are shown inside it
if I click little circle or globe to
open then I can view these images so the
two damaged bicycles can now be viewed
by anyone dealing with this sales order
I would usually also add a note here
explaining the situation
when I'm doing sales orders in the list
page view if there are notes or links
available then they will display as part
of the FAQ boxes on the right hand side
if it's configured to show them here I
have notes showing up but not the links
FAQ box this is because we just
customized the cart page for a sales
order and we're now on the sales orders
list page so we need to repeat the
process so that the links fact box
displays on this type of page as well
again I go up to the navigation menu
choose customize then customize this
page I break the fact boxes choose links
from the list of available fad boxes
weave it up one position and then say ok
the page will reload and now on the
right hand side the links fat book page
is available and if I choose the sales
order that we were just working with I
have my two pictures available in links
and the note in notes