Dynamics NAV 2013 & Office Integration

Each new release of Microsoft Dynamics NAV has brought tighter integration with the Microsoft Office and NAV 2013 is no exception. This is a list of some of the integration points between the two. Some were introduced in previous versions of NAV and have been improved, some are new to 2013.

Outlook Part on Role Centreimage

Virtually all of the standard role centres which are provided in 2013 include the Outlook part. It provides at a glance information from your inbox (and subfolders that you have selected), calendar and task list.

Outlook Integration

Strictly speaking this is “default mail client integration” – but if you use Office, most likely your default mail client is Outlook. You can send the data behind any page as an HTML attachment to an email using the Dynamics button, Print & Send, Email as Attachment. This attachment includes a clickable link to the page that your colleagues can follow to look at the same data in NAV.

All email address fields have an email icon next to them which opens a new mail message to that email address.

In addition, an add-in for Outlook is available which allows you to synchronise data from Outlook with NAV & visa versa. Contact details, calendar appointments and tasks can all be synchronised in either direction or directionally.

Excel Integration

Send-to Excel functionality has been around for a few versions now, but has seen some improvement in 2013. Any page can be sent to Excel by clicking the Dynamics button, Print & Send, Microsoft Excel.

The new Dynamics NAV Add-in for Excel add a Refresh button to the Excel ribbon. If you send the data behind a page to Excel and the data changes you can pull the changes to your existing spread sheet rather than re-exporting the data.

Word Integration

As for Excel, the data behind any page can be sent to Word using the Dynamics button, Print & Send, Microsoft Word.

OneNote Integration

OneNote integration is new in 2013 and has a lot of potential. See here for more information.

Send to Office from Request Page of Reports

imageThis is a feature that became available in a later build of 2009 R2, but is now standard in 2013. From the request page of any report there are some additional options from the Print button.

As well as printing to your printer, you can also save the report directly to PDF, Word or Excel. Saving reports to PDF and Excel, in particular, have always been popular development requests, so it’s a great feature to have out of the box now.

Microsoft have shown a lot of love to this area of NAV over recent releases and we can expect them to continue improving in the future. If you are both a NAV and an Office user chances are those are the two software packages that you use the most over the course of the working day. They play nicely together.

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