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A technical eye on Microsoft Dynamics NAV

Using Send-to functionality in a non V5 Dynamics NAV database

in Functionality by Ian Crocker


If you’re running a database version prior to version 5, but using version 5 executables, you may be wondering if there is any way you can use the Send-to Microsoft Word/Excel functionality.

You probably clicked the shiny new Send to… buttons only to be dissapointed with the following error:

You’ll be pleased to know that there is a way to get it working.

Import the style sheet management objects

From a clean version 5 Cronus database, export the following objects, then import into your target database:

  • Form 690 Manage Style Sheets
  • Form 691 Send-to Programs
  • Form 692 Import Style Sheet
  • Form 693 Program Selection
  • Form 694 Style Sheets
  • Codeunit 403 Application Launch Management
These objects will allow us to use the Manage Style Sheets functionality

Populate the Send-to Program table

Populate table 2000000065 Send-to Program with the following data:

{00024500-0000-0000-C000-000000000046},EXCEL.EXE,%1,Microsoft Excel
{000209FF-0000-0000-C000-000000000046},WINWORD.EXE,%1,Microsoft Word

Modify Codeunit 1

Copy and paste the following functions from Codeunit 1 in a version 5 database to your target database:

  • LaunchApp
  • SelectStyleSheet
  • ManageStyleSheets
  • GetUidOffset

Copy the Stylesheets folder

From the version 5 installation media, goto CsideClient\program files\Microsoft Dynamics NAV\CSIDE Client and copy the Stylsheets folder to you NAV installation location.

The folder contains the following XSLT files:

  • ContactLetterToWord.xslt
  • CustomerLetterToWord.xslt
  • NavisionFormToExcel.xslt
  • NavisionFormToWord.xslt
  • SalesOrderConfirmationToWord.xslt
  • SalesQuoteToWord.xslt
  • VendorLetterToWord.xslt
Now select Tools, Manage Style Sheets and follow the steps below to import the stylesheets.

Import style sheets common to all forms

Select Style sheets for this form only

Select Form No. 21, Customer Card
Select Functions, Import 
Select Microsoft Word as the Send-to Program
Lookup in the Style Sheet field, browse for and select the CustomerLetterToWord.xslt file.

Select Form No. 26, Vendor Card
Select Functions, Import 
Select Microsoft Word as the Send-to Program
Lookup in the Style Sheet field, browse for and select the VendorLetterToWord.xslt file.

Select Form No. 41, Sales Quote
Select Functions, Import 
Select Microsoft Word as the Send-to Program
Lookup in the Style Sheet field, browse for and select the SalesQuoteToWord.xslt file.

Select Form No. 42, Sales Order
Select Functions, Import 
Select Microsoft Word as the Send-to Program
Lookup in the Style Sheet field, browse for and select the SalesOrderConfirmationToWord.xslt file.

Select Form No. 5050, Contact Card
Select Functions, Import 
Select Microsoft Word as the Send-to Program
Lookup in the Style Sheet field, browse for and select the ContactLetterToWord.xslt file.

Test the changes

Open a Sales Order and click the Send to Microsoft Office Word button on the toolbar to see your lovely new Send-to functionality in action.

3 Comments

  1. rashed

    There are two howto on this at mibuso.com

  2. Hi Rashed I couldn’t see any ‘How-to’ guides on Mibuso when I looked, although I know there are a few posts in the forum on this subject.

    Still, I hope my guide is quite comprehensive and hopefully of some use to people. Thanks.

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