Attach branded stationary to notifications in Microsoft Dynamics NAV

Nov 17, 2014 6:00:00 AM

Attach branded stationary to notifications in Microsoft Dynamics NAV

When I talked with several To-Increase customers and partners recently, I realized not everybody was aware of the fact that, in our Business Integration Solutions for Microsoft Dynamics NAV, we have made it possible to attach PDF stationary to your notification attachments since the release of Business Integration Solutions for Microsoft Dynamics NAV 2013 R2. Today, we take a look at how you can attach stationary with your company branding to notification attachments.

Let’s use the sample stationary illustrated below. We want to apply this stationary to the attachments sent in the notifications in your Dynamics NAV environment.

These are the steps to follow:

  1. Make sure the stationary is stored in a network location.
  2. For this scenario, we will use the sales order confirmation template available in the software.
  3. Import the Notification-TI_NM_SO.CONFIRM.zip configuration package.
  4. Edit the Outlook Writer once and close it (because it does not have any special settings).
  5. Edit the Attachment Generator activity and click on Stationaries.

BIS NAV Stationary 2O    6. On the Stationaries page, for the report selected, first provide the Description.

BIS NAV Stationary 3

7. Click on Import and import the stationary template stored in your network drive.              Following the import, you see that the Stationary Defined field is selected.

BIS NAV Stationary 4

8. Click OK to close the page(s).

9. Because connection is based on a User Event, go to the Sales Order page. Follow              the instructions under How to Create a User Event in the software development kit (SDK.pdf) manual to create your user button.

10. Click on the notification button to process the notification.

BIS NAV Stationary 5

11. On the output, open the attachment and check the result. Voilà! You will notice that the stationary is applied automatically.

BIS NAV Stationary 6

Note that there are no special settings for the stationary. Therefore, in some cases (based on your stationary layout), you might have to adjust your report layouts.

Did you try it out and it worked as expected? Great! With any feedback or questions about systems integration and Microsoft Dynamics NAV, please contact To-Increase.

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About Author
Rogier Huussen

Rogier Huussen

Manufacturing Industry Expert At To-Increase, Rogier is responsible for strategic accounts among the Microsoft Dynamics NAV partners in our partner network. In that role, he does whatever he can to make sure partners and their customers have all the information and resources they need to make sound planning decisions and selections of ERP systems and industry, integration, and productivity solutions, and to achieve successful deployments. Rogier’s work often takes him across the globe to meet with partners at their places of business or at industry events.
Before joining To-Increase, Rogier spent many years as a sales executive, project manager, and IT consultant with software and professional services companies. Rogier holds a BA in Management, Economics, and Law from the Christelijke Hogeschool in Ede in the Netherlands.
Rogier is married to Margriet, and together they have three sons. When he’s not at work, he enjoys spending time with his family and playing squash. He also loves to explore different cultures and good quality food.

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