Automation lets you use the capabilities and features of Microsoft Office products, such as Microsoft Office Word or Microsoft Office Excel, in your Microsoft Dynamics NAV 2009 application. In this walkthrough, you will implement Word Automation from a Customer Card in the Classic client and RoleTailored client. You will set up the Customer Card so that if the customer has bought goods for more than LCY 2,500 during the past year, then the user can click a menu item or action to automatically create a letter in Word that offers the customer 3% discount. The letter will include information about the customer, such as the customer's name and the address, and the name of the contact to whom you will address the letter.

Expand imageAbout This Walkthrough

Expand imageCreating the Word Template for Use by Automation

Expand imageCreating the Codeunit and Declaring the Variables

Expand imageWriting the C/AL Code

Expand imageTransferring Data to Word

Expand imageCalling the Codeunit from the Customer Card

Expand imageNext Steps

Expand imageSee Also