Dynamics – Page 46 – ARKSD Consultancy Private Limited

Today we will see Mail Merge feature in Word Report.

I would suggest to please go through my earlier post for creating simple List Report for better understanding as some parts I will be skipping in this post assuming you have already learned from my previous post.

Here is the Quick Link : [ Creating My First List Report in Navision 2015 ]

Lets assume ever month we require to send a Reminder Letter to our Customers for Due Payments.

Now we can design such report at customer ease.

Lets Start with creating a new Report.

Add the Data Items and desired columns as one shown below.

Add appropriate filters on Data Items, I have added [ Open = Yes, Document Type = Invoice, Remaining Amount > 0, Due Date <> ‘ ‘] you select your own as desired.

Set the Report Properties as shown in below screen.

Define Global Variables as shown in below screen.

We have Included WordMergeDataItem as Cust. Ledger Entry. This will set the table to loop for records.

Each records will be considered as New Page for the Report.

In this report we are using Include Caption which will include caption for each required columns from one defined in respective table.

Add this property for each required column.

Add the code to the Data Item Trigger to fetch Customer Information for each record.

Insert New Blank Word Layout to the Report.

Export the Layout Template and Save.

Open saved Layout Template in Word.

In below screen each component is shown, refer to earlier post Creating List Word Report, Link provided above for better understanding.

In this report Label is included as we have set property for each column to include caption.

Design the sample Letter as one shown below.

I have highlighted all the Dataset Columns/Fields in yellow.

How to add fields please refer to earlier post Creating Word List Report, Link provided above.

Now Save the Template and Import into the Report.

Here is the out put from the report as below.

Each page will contain data as per in Customer Ledger Entry Due Payment Records.

We are done !!!

You can use formatting feature of Word to add more better look to your Report as desired.

Stay tuned for more in upcoming posts.

Don’t forget to follow the Blog Site for future posts.

Report

Creating my first Word List Report in Navision 2015

July 9, 2015July 9, 2015 Ashwini Tripathi

Today we will learn creating Word List Report in Navision 2015.

Prepare the Dataset for Report as below, to keep it simple I am creating List report for Item Inventory.

I am adding one additional field for Company Logo from Company information.

Make sure you add calcfields code for Picture from Company information.

—————————————————

I have added below piece of code in [ Item – OnPreDataItem() ]

CompInf.GET;
CompInf.CALCFIELDS(Picture);

—————————————————

Place the cursor on Blank Line and open Report Properties and add DefaultLayout Property.

Next we will Add a Blank Word Layout to the Report, Step as below.

Confirm the action by responding OK to the Dialog Box.

Now Export this Blank Template

and save as docx file (MS Word File)

Open the Exported Template in Word.

Click on DEVELOPER Menu.

From Ribbon click on XML Mapping Pane.

You will now be able to see XML Mapping Pan which contains your Dataset for the Report.

Click to the Dropdown List and select entry containing your Report Name & ID.

Now you will be able to access your Dataset with Table & Fields details. As shown in below screen.

Place the cursor on top (or wherever desired) of the document to add Logo to the Report.

Select the Picture Filed from the Dataset -> Right Click -> Insert Content Control -> Picture.

See below screen for details:

You will see the Place holder for the Picture.

Now add Table with 2 Rows ( 1 for Header & 1 for Data) and 6 columns.

We have six columns in our dataset excluding Logo.

Add your Header for the table, We are using fixed Text Heading as of now but you can add captions from your dataset.

In current report I have not included we can check same in some other report posts.

Select Entire 2nd Row and Add Repeating Content Control for Item (Table).

As this will show records from the table Item we included in our Dataset.

Now in each column add your columns from Dataset as shown below.

Place your cursor in each column and choose Insert Content Control -> Plain Text.

Now our Report is almost ready.

May be the Report have data which may continue on several pages, in this case our Heading Row must Repeat on every new Page. To do this we will Select the entire 1st Row -> Right Click -> Table Properties.

Go to Row Tab of Property window and put a checkmark on option “Repeat as header row at the top of each page”

Save your Word Template an Import back in your report as shown below.

Now Save the Report and Execute it.

Here is the Output below of the Report.

We are done !!!

You can use formatting feature of Word to add more better look to your Report as desired.

Stay tuned for more in upcoming posts.

Don’t forget to follow the Blog Site for future posts.

Office Integration

OFFICE 365 INTEGRATION IN NAV 2015 – Word/Excel/SharePoint

July 8, 2015July 8, 2015 Ashwini Tripathi

If you have signed up for Office 365, Microsoft Dynamics NAV can use this service to open and save documents. For example, when you export a report to Excel and save it on Office 365, Microsoft Dynamics NAV can use Excel Online that your Office 365 account uses to open the document.

Before you can use Office 365 and SharePoint Online with Microsoft Dynamics NAV, you must configure the service in Microsoft Dynamics NAV.

If you want to use the same folder to store temporary files for all users, you must specify a shared user account. Otherwise, each user’s temporary files are stored in their personal document repository on the SharePoint site.

Let us first understand the details before we start with Setup for SharePoint Shared Folder.

Your IT can help you configuring and assigning suitable rights to access. Although you can explore and help yourself. Since we are concentrating on Navision so we will not go in details for Share point.

Just to make understand I will be only covering top level information.

In this example I assume you already have up and running site for Document Sharing in SharePoint 2013 – 365 Online.

Here I am logging in to Office 365 – Online registered by me for demo purpose. You can register for free trial to explore the same in more details.

My Opening screen looks as one below.

I select SharePoint Site to continue. Below is my SharePoint Opening screen. I will select my site which I have created for this demo and file sharing with other users in my organization.

Let us understand different parts which will help configuring our Online Document Storage Configuration in Navision 2015.

Here I am in my Folder at Lower level where all my files will be stored and shared with my other colleges.

Open “Online Document Storage Configuration” from path shown in below screen.

Specify the Service Name of your choice or use Default provided by the System.

Fill the Location to your SharePoint site: Specifies the unified resource indicator (URI) for your site on SharePoint Online, such as [https://krishnasoftwaredevelopers.sharepoint.com/MS_Nav_Documents] in my case I will use this.

Fill the Folder field which specifies the folder in the document repository for this document service that you want documents to be stored in.

This field is required. If you have not already created a subfolder in your document repository, you must create one now, and then specify it in the Folder field.

The Document Repository field includes the top-level folder in the document repository that your document service provides. The Folder field specifies a subfolder so that you can keep business documents and drafts separate from pictures and other shared documents.

For example, if the Document Repository field is set to [Documents], the Folder field can be set to [NavisionDoc] as per my example discussed above.

When a user exports data to Excel, for example, Microsoft Dynamics NAV saves the temporary file at the location that is specified in the Document Repository and Folder fields, such as

[https://krishnasoftwaredevelopers.sharepoint.com/MS_Nav_Documents/Documents/NavisionDoc]

Fill Document Repository field: Specifies the name of the document library, such as [Document]

Fill User Name field: Specifies the account that Microsoft Dynamics NAV Server must use to log on to the document service.

I would recommend that you specify a different user name than the administrative account. This helps reduce the risk of users accessing administrative settings, for example. For example, if your user name as an administrator is Administrator@KrishnaSoftwareDevelopers.onmicrosoft.com,

then the user name for Microsoft Dynamics NAV Server can be Nav@KrishnaSoftwareDevelopers.onmicrosoft.com or any of the regular user names that you have created.

On the Actions tab, in the General group, choose Set Password.

In the window that appears, specify and confirm the password for the account that you specified in the User Name field. Choose the OK button.

When you have set up the service, you can test whether that configuration is valid.

On the Actions tab, in the General group, choose Test Connection.

A message displays the result of the test.

The above message confirms we can now save documents on our SharePoint.

Let us check a sample as below:
Open the Document and Execute the report available.
While Running the Report I specify I want to Print with Microsoft Word.

Document will be generated and opened in Word – Office – 365. Temp file name is given to the file. Close the File as it is auto Saved by Office 365 Word Application.

Browse to your SharePoint Folder configured above, you will see the Word file is now available in this Folder.

Right Click on Name of the File and Rename with some meaning full Name as shown below.

Give the Name to the File and press Save Button.

Here is the File after Rename.

This way when ever you Print your document from Navision in Word or Excel it will get saved in this Folder.

By setting appropriate access rights you can share the files between you colleges in your Organization.

Please check SharePoint stuffs with you admin or appropriate authority in your organization.

Office Integration

SMTP Setup errors while setting Office 365

July 4, 2015July 4, 2015 Ashwini Tripathi

Normally we see below Errors while configuring our SMTP in Navision.

Check that your User Setup is having valid e-mail id.

If you are using Domain make sure you are accessible to your domain. If you are outside you office make sure you are connected using your VPN.

Office Integration

OFFICE 365 INTEGRATION IN NAV 2015 – Exchange Online

July 4, 2015July 4, 2015 Ashwini Tripathi

NEW SMTP EMAIL FLOW IN NAV.

Open SMTP Mail Setup Page, Refer below screen for path.

Click on action Apply Office 365 Server Settings.

The fields SMTP Server, SMTP Server Port and Authentication fields will be filled up automatically

Fill the User ID and Password fields based on the existing account in Office 365. You can contact your Network Admin for details.

Click “Test Email Setup” action

If everything is configured properly in Office 365 and NAV 2015 then you will get below successful message.

And below mail will be sent to Office 365 account.

After this step if we try to run action Email Confirmation from Sales Order

Then a dialog box will be opened showing from address as office 365 account.

Press OK button to send an email to required address. Edit required information.

If Edit in Outlook is checked it will open in Outlook App. You can change further mail content and recipient details before sending the mail.

Click Send to send mail from your Outbox.

Below screen shot shows that mail is sent from Office 365 account

Report

How many types of Layout is supported in NAV 2015?

July 2, 2015July 2, 2015 Ashwini Tripathi

In new Microsoft Dynamics NAV 2015, we are introduced in new reporting feature – Word Layout. It means, that now we can use both of layouts, RDLC and Word. Microsoft Dynamics NAV 2015 includes 4 built-in report layouts that are used on reports by default. These are only “mini” sales reports: Sales – Quote (1304), Sales – Confirmation (1305), Sales – Invoice (1306) and Sales – Credit Memo (1307).

By default, all of these reports are configured as ‘RDLC (built-in)’, but we can change it on Report Layout Selection.

We can also customize these reports using ‘Custom Layouts’ command. But, what if we need more documents report in Word Layout, for example some of purchase documents. The biggest benefit of this feature is that you can give your customers to prepare own documents and don’t spend your time (and their money) on this job. Because of that, we need to be able to create Word Layout for new documents.

Report

Designing Report Layouts from the Microsoft Dynamics NAV Development Environment

July 2, 2015July 2, 2015 Ashwini Tripathi

After you have created a dataset for a report, you design the report layout. The report layout determines how the report looks when it is viewed, printed, and saved from the Microsoft Dynamics NAV client. The report layout specifies which fields of the dataset are included in the report and how they are arranged, the format of text that appears on the report (such as font type and color), margins, background images, and more.

You generally display most data in the body of a report, and you use the header to display information before any dataset fields are displayed. For example, you can display a report title, company, and user information in the header of a report.

Report Layout Types

There are two types of report layouts: Word and Client Report Language Definition (RDLC). Word report layouts are based on a Word document (.docx file type) and are created and modified by using Word 2013. RDLC report layouts are .rdlc or .rdl file types that are created and modified by using Visual Studio 2013 or SQL Server Report Builder 3.0.

Built-in and Custom Report Layouts

In the Microsoft Dynamics NAV Development Environment, you can create both an RDLC report layout and Word report layout on a report. These layouts are referred to as built-in layouts because they are part of the report object in the database. This means, for example, if you export the report object as a .fob or .txt file, the RDLC report layout and Word report layout are included. A report can only have one built-in RDLC report layout and one built-in Word report layout. By default, the built-in RDLC report layout is used when the report is run in the Microsoft Dynamics NAV client unless there is only a built-in Word report layout, in which case, the built-in Word report layout is used.

Microsoft Dynamics NAV users can specify whether to use the built-in RDLC or Word report layout on a report from the Microsoft Dynamics NAV Windows client and Microsoft Dynamics NAV Web client. From the client, users can also create custom report layouts that are based on the built-in report layouts. This enables users to have several different layouts for the same report which they can switch among. Custom report layouts are managed from page 9650 Report Layouts in the Microsoft Dynamics NAV client. Unlike built-in report layouts, which are part of the report object, custom report layouts are stored in table 9650 Report Layouts of the database.

Report Layouts in a Multitenant Deployment

In a multitenant Microsoft Dynamics NAV deployment, the built-in report layouts are stored in the application database because they are part of the report objects. Therefore, built-in report layouts are available to all tenants. Custom report layouts are stored in the business data database; therefore they are specific to the tenant. This enables you to create separate report layouts for each tenant.

Report

Removing Label and Data Fields

July 1, 2015July 1, 2015 Ashwini Tripathi

Label and data fields of a report are contained in content controls in Word. The following figure illustrates a content control when it is selected in the Word document.

The name of the label or data field name displays in the content control. In the example, the field name is CompanyAddr1.

To remove a label or data field

Right-click the field that you want to delete, and then choose Remove Content Control.
The content control is removed, but the field name remains as text.
Delete the remaining text as needed.

Report

Import and Export a Word Report Layout

July 1, 2015July 1, 2015 Ashwini Tripathi

From the Microsoft Dynamics NAV Development Environment, you can import and export built-in Word report layouts of report objects as Word document files (.docx file type). This enables you to modify a built-in Word report layout on a report. For example, you can export a built-in Word report layout to a file on your computer or network. Then, you open the file in Word and modify the report layout. Finally, you import the file back to the report object. The existing built-in Word report layout on the report is overwritten by the content in the imported file.

To export a Word report layout from a report to a file

In the development environment, open the report in Report Dataset Designer as follows.

On the Tools menu, choose Object Designer.
In Object Designer, choose Report, select the report, and then choose the Design button.

On the Tools menu, choose Word Layout, and then choose Export.

Browse to the location where you want to save the exported file, and then choose the Save button.

To import a Word report layout from a file into report

In the development environment, open the report in Report Dataset Designer as follows.

On the Tools menu, choose Object Designer.
In Object Designer, choose Report, select the report, and then choose the Design button.

On the Tools menu, choose Word Layout, and then choose Import.

Locate the file that you want to import, and then choose the Open

Report

Add Fields from a Report Dataset to a Word Report Layout

July 1, 2015July 1, 2015 Ashwini Tripathi

A report dataset can consist of fields that display labels, data, and images. This topic describes procedure for adding fields of a report dataset to an existing Word layout of a report. You add fields by using the Word custom XML part for the report and adding content controls that map to the fields of the report dataset.

To display the Custom XML part for the Report in Word

Open the Word report layout document in Word for editing.
Show the Developer tab in the ribbon of Word.

By default, the Developer tab is not shown in the ribbon.

On the Developer tab, choose XML Mapping Pane.
In the XML Mapping pane, in the Custom XML Part list, choose the XML part for Microsoft Dynamics NAV report. The name of the XML part has the following format:

urn:microsoft-dynamics-nav/reports/report_name/ID

report_name is the name that is assigned to the report as specified by the report’s Name Property.

ID is the identification number of the report.

After you select the XML part, the XML Mapping pane displays the labels and field controls that are available for the report.

To add a label or data field

Place your pointer in the document where you want to add the control.
In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Plain Text.

Note

You cannot add a field by manually typing the dataset field name in the content control. You must use the XML Mapping pane to map the fields.

To add repeating rows of data fields to create a list

If not already existing, add a table row that includes a column for each field that you want repeated.

This row will act as a placeholder for the repeating fields.

Select the whole row.
In the XML Mapping pane, right-click the control that corresponds to the report data item that contains the fields that you want repeated, choose Insert Content Control, and then choose Repeating.

Add the repeating fields to the row as follows:

Place your pointer in a column.
In the XML Mapping pane, right-click the control that you want to add, choose Insert Content Control, and then choose Plain Text.

For each field, repeat steps a and b.

Tag: Dynamics

Creating Word Mail Merge Report in Microsoft Dynamics Navision 2015

OFFICE 365 INTEGRATION IN NAV 2015 – Word/Excel/SharePoint

SMTP Setup errors while setting Office 365

OFFICE 365 INTEGRATION IN NAV 2015 – Exchange Online

How many types of Layout is supported in NAV 2015?

Designing Report Layouts from the Microsoft Dynamics NAV Development Environment

Report Layout Types

Built-in and Custom Report Layouts

Report Layouts in a Multitenant Deployment

Removing Label and Data Fields

To remove a label or data field

Import and Export a Word Report Layout

To export a Word report layout from a report to a file

To import a Word report layout from a file into report

Add Fields from a Report Dataset to a Word Report Layout

To display the Custom XML part for the Report in Word

To add a label or data field

To add repeating rows of data fields to create a list

Rate this:

Share this with:

Rate this:

Share this with:

Rate this:

Share this with:

Rate this:

Share this with:

Rate this:

Share this with:

Rate this:

Share this with:

Report Layout Types

Built-in and Custom Report Layouts

Report Layouts in a Multitenant Deployment

Rate this:

Share this with:

To remove a label or data field

Rate this:

Share this with:

To export a Word report layout from a report to a file

To import a Word report layout from a file into report

Rate this:

Share this with:

To display the Custom XML part for the Report in Word

To add a label or data field

To add repeating rows of data fields to create a list

Rate this:

Share this with: