Adding Links to a Record

With Microsoft Dynamics NAV 2016, you can link to a file (such as file name types doc, tif, or jpg), folder, or website. For example, you may want to link an invoice to a sales quote. This gives you the flexibility to access relevant information quickly.

Linking to Records

To link to a document, folder, or website, follow these steps:

1. On the Navigation Pane, click Home and then click Sales Orders.
2. Check that the Links FactBox is displayed. If not, follow these steps:

• Click the Application Menu > Customize > Customize This Page.
• Click FactBoxes.
• Select the Links FactBox from the Available FactBoxes list, and then click Add.
• Click OK to close the Customize This Page window.

3. Select any sales order, for example 101017, and then click Edit.
4. On the Home tab in the ribbon, click Links.
5. Click Actions, and then click New.
6. In the Link Address field, type the URL.
7. In the Description field, type a descriptive name for the link.
8. Click Save.
9. Click OK to close the Sales Order page.
10. On the Sales Orders page, with the order still selected, notice that in the Links FactBox, the link that you have just created is displayed.