Creating Custom Word Layout for Document Reports in Navision 2015

Open the MS Office Word.

File -> New and type Invoice in search and press enter to list available Invoice Templates.



In my example I am using [Sales Invoice (Blue Border Design)]



Select Create to download the template and create a document for you.

Your new document created from this template will look as below:



Prepare the Layout by removing extralines as we will be using repeating lines for Lines.

Save your Template.

I have made a copy of Report 206 - Sales – Invoice on new ID say (50005 as Sales - Invoice Word).

This report dosen’t have Word Layout. We will be creating one Customize Layout form above saved Invoice above. [Sales Invoice (Blue Border Design)]

Open Report Layout as shown in below Screen:





Slect the Report and choose Custom Layout as shown in above screen.



In Custom Report Layout Window Click on New.

From window Insert Build-in Layout for Report Select Insert Window Layout and click OK button.



From Custom Report Layout window Select Import Layout, Select your word file prepared above and Respond Open to Import.



Then, press Edit Layout and prepare layout on Developer tab, find XML Mapping Pane and find your document in Custom XML Part.

Now, you can find all fields from Dataset.



Please see below links to complete your report:

Adding image fields

Add fields from a report dataset to a word report layout

Creating my first word list report in Navision 2015

How to specify the default built in report layout

Create a word report layout for a report

Once you are done with your field assignment close the word layout.



Select Yes to import changes to the report.



Select Run Report to view the output of your report.

Now you are done with your Custom Report Layout.

Please see sections which will be more helpful to complete your task:

Reports

Useful Tips for Technical as well as Functional (Saving Customer/Vendor/Item as Template)

Normally we see Template is created at on Interface and the Customer/Vendor/Item are created via other interface.

We can make it more user friendly, in below article I will show some readymade tips available in Navision It is available in 2013 and 2015, for lover version please verify accordingly.

First Lets have a look at what all is available to us then we will see how we can make the more meaningful to our customers. Obviously if any out of box customization is required that we have to carry out.



Others too available check it out, I will show one of them rest you apply same skill to accomplish others.

Let’s Start with Page 1300 Mini Customer Card what it looks like.



In this Page on Action Tab we have Save as Template the functionality which we are going to use in our Article for today.



Let’s First Link this Page (1300) with our Std. Customer Card Page (21).

I will Add New Action on my Page and set following Properties.

Open the Page 21 in Design Mode & Access View -> Page Actions.



We have added this Link Just for information you can Skip this step, it is not compulsory for what we are going to perform below in next step.

Here other tabs of Mini Customer Card is only visible following certain Conditions. So nothing wrong with code or design. Technical can review the code and find out the reason for same.

Like :





Next we will copy one Functionality from Page 1300 to our Page 21. Save as Template.

Open the Page 1300 in Designer and access to View -> Page Actions.



Save the object no further any coding or Variable definition will be required. As this Functionality is properly designed as plug and Play. Required Variables are defined local and it takes the Current Record as Parameter.

TempMiniCustomerTemplate.SaveAsTemplate(Rec);

Now Open your customer card, scroll to record which you want to save as Template and Select Save as Template from Action Tab. Give the Template name to save and click OK.



Your Template is saved. Now you can use the same to apply to your New Customer.

Now Create New Customer and Select Template to Apply.





You are done.

This way you are able to give something new to your Customer without any major customization.

Similarly you can do for Item & Customer too.

Explore there are few more which will be helpful in certain conditions.

Integrating with Microsoft OneNote With Navision 2015

You can set up Microsoft Dynamics NAV to work with Microsoft OneNote.

For example, you can use OneNote integration to synchronize notes from a mobile OneNote installation with Microsoft Dynamics NAV. You can also use OneNote to share pictures, recordings, and other instructions across a company.

When you set up OneNote integration, you can enable adding notes to a particular record or to a complete page

Note: You cannot set up Microsoft Dynamics NAV to work with OneNote in multitenant deployments.

With Microsoft OneNote integration you can attach notes to customers, items, or invoices.

OneNote notes can be created for a specific record, but also for a whole page depending on the setup.

You can attach notes, reminders, or pictures to a specific record such as a customer. You can also create a note attached to a whole page, so there are separate instructions about how to deal with customers, items, or journals.

Pages notes can only be used on pages that are based on a source table. This means that, for example, the Role Center page cannot use page notes.

Note: OneNote integration lets users share their OneNote repository, which means that information in a shared OneNote repository can be read by all persons having access to that repository.

Let’s start with creating background which we will use in Setting up our solution, I am using   Local folders to configure my OneNote.



Here I have created two Folders

1. PageNotes


2. RecordNotes

How to access PageNote & RecordNote.

If OneNote not visible on Pages you can add the same as below:



To set up OneNote integration for a group of users

1. In the Search box, enter Profiles, and then choose the related link.


2. Select the profile to make the OneNote adjustments for.


3. On the Home tab, choose Edit.


4. Select the Use Record Notes check box.


5. In the Record Notebook field, enter the path where Microsoft Dynamics NAV should access the notebook.

Note: You can find this information in Microsoft OneNote using the File tab. Select the OneNote book that you want to use, this can be shared among the books listed in Notebook Information or you can create a new one. Copy the location path for the notebook.

You may want to use customization to promote the OneNote action to the ribbon for easy accessibility.

If want to us Page Note too follow below steps:

1. Select the Use Pages Notes check box.


2. In the Page Notebook field, enter the path where Microsoft Dynamics NAV should access the notebook.


3. Choose the OK

Note: The RoleTailored client must be restarted for the changes to have effect.

Using Record Notes

1. From any Page Select OneNote, Note For selected record will be available to record.

Your One Note File is created in the specified Folder:



Accessing the Record Notes:



Using Page Notes

1. From any Page Select PageNote, Note For active Page will be available to page.

Your Page Note File is created in Specified folder



Accessing the Page Note



Try using it, it's Simple and Very useful.

List of Cumulative Updates for Microsoft Dynamics NAV 2015 as of July 2015

Knowledge Base ID	Title	Release date	Build no.	Local versions included
3075726  (https://support.microsoft.com/kb/3075726/ )	Cumulative Update 9 for Microsoft Dynamics NAV 2015	July, 2015	41779	AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3069272  (https://support.microsoft.com/kb/3069272/ )	Cumulative Update 8 for Microsoft Dynamics NAV 2015	June, 2015	41370	AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3058000  (https://support.microsoft.com/kb/3058000/ )	Cumulative Update 7 for Microsoft Dynamics NAV 2015	May, 2015	40938	AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3052226  (https://support.microsoft.com/kb/3052226/ )	Cumulative Update 6 for Microsoft Dynamics NAV 2015	April, 2015	40459	AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3039824  (https://support.microsoft.com/kb/3039824/ )	Cumulative Update 5 for Microsoft Dynamics NAV 2015	March, 2015	40262	AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3035986  (https://support.microsoft.com/kb/3035986/ )	Cumulative Update 4 for Microsoft Dynamics NAV 2015	February, 2015	39663	AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3024901  (https://support.microsoft.com/kb/3024901/ )	Cumulative Update 3 for Microsoft Dynamics NAV 2015	January, 2015	39368	AT, AU, BE, CH, CZ, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3020885  (https://support.microsoft.com/kb/3020885/ )	Cumulative Update 2 for Microsoft Dynamics NAV 2015	December, 2014	38798	AT, AU, BE, CH, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK
3013215  (https://support.microsoft.com/kb/3013215/ )	Cumulative Update 1 for Microsoft Dynamics NAV 2015	November, 2014	38457	AT, AU, BE, CH, DE, DK, ES, FI, FR, IS, IT, NA, NL, NO, NZ, RU, SE, UK