It’s easy to share Microsoft Dynamics NAV information with colleagues who do not have access to the application. You can export the information from Microsoft Dynamics NAV to Word, Excel, or Outlook, and share the document. The information you export retains the formatting of the Microsoft Dynamics NAV document. From there, you can share the document as is, or make edits to customize it.
In the following example, you see how to export a list to Word, Excel, and Outlook.
1. Open a list, in this example, the Customers list.
2. Click Actions , click Send To, and then click one of three options:
a. Outlook: Click Recipient as Attachment. Microsoft Outlook opens and the list is attached as an html document.
If you open the attachment, the html file looks like this:
Address the email, and click Send.
b. Word: Click Microsoft Word. The list opens in Microsoft Word. After you save it, you can share it with your colleagues, who now have access to your Microsoft Dynamics NAV information even if they do not have access to the application.
The Word document looks like this:
c. Excel: Click Microsoft Excel. The list opens in Microsoft Excel.
The Excel document looks like this:
In the example, you have seen how to share your Microsoft Dynamics NAV lists. You can use the same technique to share information from individual cards (records). The same menu options are available to you on cards of all types.
For more information about usability and the RoleTailored client, see the blog post Useful, Usable, and Desirable.