Report Layouts per Customer in NAV 2016

Microsoft Dynamics NAV 2016 is released about one month and we could see a lot of different new features. One of the small but amazing news is possibility to add different report layouts per each customer. This was one of very often requirement in implementation process and finally we can use it.

We can choose different reports per customer and after that, different report layouts. We can also add an e-mail as default per each document. It is possible for Quote, Order Confirmation, Invoice, Credit Memo and Customer Statement.

CustomerRepLayouts

We just need to open a customer card and find Document Layouts on Navigate tab. Than choose report IDs and layouts. Eventually, you can add an e-mail. You can use RDLC or Word layouts, as well. Now, if you print one of these documents, you will see that these report document layouts are configured as default.

If you want to make new document report Word layout, I already wrote about it here.

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Sales Quote in NAV from Outlook “after NAV 2016”

Few days ago during the WPC in Orlando, Microsoft has showed one of great news after NAV 2016. You can use NAV directly from Outlook in Office 365 with new NAV Mail Add-in. With this add-in, you will have your NAV pages and data in your mail.

Using this feature you can save your time because you will not have to change pages between your NAV and Office 365 and finding related data; you can finish all your sales process only in Outlook but using NAV data in background. Outlook can easy recognize your Outlook contacts and quickly prepare sales quote or invoice for example. We will still wait more about this great new feature, but now it look like awesome. Cannot wait Next+1 🙂 …

mpnav_nav_outlook