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Dynamics 365

Dynamics NAV 2009 and MS Office Integration, send-to Excel and Word

This blog describes changes in office integration feature, send-to Excel and Word, when using RTC client in NAV 2009.

Send-to menu option on RTC client is typically located in menu, under Actions – Send to option. Shortcuts for this functionality is added, but unlike version 5.0, only send -to Word and Excel options are available.

To export any page to Word/Excel, open the page and in Actions-Send-to menu select Word or Excel. The style sheet selected as default for that page/all pages will automatically be selected.

Codeunit 403 is no longer called by client when selecting these options, so any customizations of this process will not be used by RTC. This also means the Style Sheet tool can not be used with RTC.

There are no changes to this functionality when running with Classic client for NAV 2009.