How to send documents as email in NAV 2015 in 3 steps

Useful tip in NAV 2015

There are plenty of new features in Microsoft’s new update to NAV: 2015. If you’re a Dynamics professional that takes advantage of the NAV suite, this is a vital piece of information that you’ll need to learn. In this short post we provide you with a brief guide to how to send documents as email in NAV 2015.

1. The basics…

There are often times when you might want to send documents as email in Dynamics NAV. You can send attachments by email from Microsoft Dynamics NAV. An option for sending attachments as email is available from – for example – sales invoices, sales credit memos, sales orders, sales quotes, reminders, and finance charge memos, as well as some posted documents.

2. Options, options, options

The option is available in the ribbon and called Email or Post and email depending on the context. It displays a dialog that lets you attach the document together with a short message and send this as email directly from Microsoft Dynamics NAV.

3. Modifying the email

In Microsoft Dynamics NAV Windows’ client, you can decide to modify the email more in your default mail program. The default email sender address is based on the settings in the SMTP Mail Setup window. If SMTP is not configured or Outlook is not available, the .pdf file will open instead.

It’s as easy as that. If you follow the above steps to the letter, you will be well on your way to being about to send documents as email . So there you have it, you should now know how to send documents as email in NAV 2015.