How to: Create Microsoft Word Documents as Attachments

You may want to assign attachments to some of your interaction templates. You can do this by creating Microsoft Word documents, for example, standard letters, price lists, contracts, and so on. You can use these documents when recording interactions with your contacts.

Note

Creating attachments with a trial version of Microsoft Office is not supported.

To create an attachment

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

2. Find the interaction template you want to create an attachment for.

   You can only create an attachment if the interaction template does not already contain an attachment. You cannot create an attachment if the Attachment field is set to Yes.

3. On the Navigate tab, in the Attachment group, choose Create.

   To the message requesting permission to start Word, choose the option Allow for this client session.

   Microsoft Word is launched, and opens a new document.

4. Write your document, and close it.

5. Choose the Yes button to save and import the document from Microsoft Word into Microsoft Dynamics NAV.

You can also create attachments from the Segment window by following the same procedure.

Note

In the Microsoft Word document, the Insert Merge Field field already contains fields from the Contact table, and related tables. You can use these fields to write your document. If you have decided to store attachments within Microsoft Dynamics NAV in the Sales & Marketing Setup window, the document is stored within Microsoft Dynamics NAV, even if you have also saved it on an external disk.

See Also

Tasks

How to: Set Up Interaction Templates
How to: Copy Attachments
How to: Remove Attachments
How to: Import Attachments
How to: Export Attachments

Concepts

Working with Microsoft Word Documents