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Linking Documents or Web Sites to Records in Microsoft Dynamics NAV

Some cards, for example customer and vendor cards, include a Home Page field where you can enter a URL. You can also add URLs to the Shortcuts menu. However, sometimes you may want to link a piece of information to a specific record in Microsoft Dynamics NAV.

You can make links to:

Example 1

When you receive printed invoices from vendors, you can scan them and store them as .pdf files on a SharePoint site. Then you can make a link from a purchase invoice in Microsoft Dynamics NAV to the corresponding invoice on SharePoint.

Example 2

You can make a link from an item card to the corresponding page in your vendor's online catalog.

ShowTo Link to a Document or Web Site Outside of Microsoft Dynamics NAV:

  1. Open the record that you want to attach the link to. If you want to attach the link to a specific line, for example a sales or purchase line in a journal or document, then place the cursor on the line.

  2. Click Edit, Links. The Links window opens.

  3. In the URL field, enter an address for the file or Web site (for example, \\CRONUS_DOCS\Shared\invoice1.doc, or www.microsoft.com)

  4. Fill in the Description field with information about the link.

  5. When you enter data in the URL field, the program enters the current system date and time in the Created field, and it enters your user ID in the User ID field.

ShowTo Link to Another Record in Microsoft Dynamics NAV:

  1. Open the record that you want the link to open. Click Edit, Copy Link.

  2. Open the record that you want to attach the link to. If you want to attach the link to a specific line, for example a sales or purchase line in a journal or document, then place the cursor on the line.

  3. Click Edit, Links...The Links window opens.

  4. Place the cursor in the URL field, and then click Edit, Paste.

  5. Fill in the Description field with information about the link.

  6. When you enter data in the URL field, the program enters the current system date and time in the Created field, and it enters your user ID in the User ID field.

ShowTo View a Link:

  1. Open the record that has a link you want to open attached to it. If the link is attached to a specific line, select the relevant line.

  2. Click Edit, Links...

  3. In the Links window, select the line with the link you want to open and then click Open. The appropriate program, for example Word or Internet Explorer, opens and displays the link target.

Note

If the link opens a window in Microsoft Dynamics NAV, you will need to close the Links window to see it.

ShowTo Delete a Link from a Record:

  1. Open the record that the link you want to delete is attached to. If the link is attached to a specific line, then select the relevant line.

  2. Click Edit, Links...

  3. In the Links window, select the line with the link you want to delete and then press the Delete key.

  4. Click Yes to confirm the deletion.

Note to System Administrators

If a user deletes a single record (for example, a sales order line, a sales order, or a customer card), then all the links attached to the record will be deleted. However, if you delete records using a batch job (for example, the Delete Invoiced Sales Orders batch job), then the links will still be stored in the Record Link table. To delete them from the database, run the Delete Orphaned Record Links codeunit.


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