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    Add Links to Websites, Documents, or Programs on Records

    On a specific record, such as a customer, document, or sales order, you can add a link to an external document, website, or program. Or, you may want a link that opens a new empty email to a specific recipient when you select it. The card page for some records, such as customer and vendor cards, include a Home Page field where you can enter an Internet address (URL). To include other links, you can use the method described in this article.

    Important

    Currently, this capability is available only in Business Central on-premises deployments with the legacy Dynamics NAV Windows client.

    Another example could be 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 Business Central to the corresponding invoice on SharePoint. Or, you can make a link from an item card to the corresponding page in your vendor's online catalog.

    To add a link on a record

    1. Open the record that you want to attach the link to, such as a customer card or sales order. If you want to attach the link to a specific line, such as a journal line, select the line.

    2. Choose the Links action to open the Links pages that shows all the current links that are added to the record.

    3. To add a new link, choose +new.

    4. In the Link Address field, enter

      • To link to a file on your computer or network, enter the full path and file name, such as C:My Documentsinvoice1.doc.
      • To link to website, enter the Internet address (URL), such as www.microsoft.com.
      • To link to website, enter the Internet address (URL), such as www.microsoft.com.
      • To link to a program, enter a specific string to open the program. For example, to open OneNote with a specific page, enter onenote:///C:My Documentstest.one. Or, to open Outlook with a new empty email to a specific alias, enter mailto:testalias.
    5. Fill in the Description field with information about the link.

    6. Choose the Save button.

    To delete a link from a record

    To delete a link, on the Links page, you can select ... and then Delete.

    If you delete a single record, such as a sales order line, a sales order, or a customer, then all the links attached to the record are deleted. However, if you delete records using a batch job, such as the Delete Invoiced Sales Orders batch job, then the links are still stored in the database. To delete the links from the database, run the Delete Orphaned Record Links codeunit. To do this, choose the Lightbulb that opens the Tell Me feature icon, enter Delete Orphaned Record Links, and then choose the related link.

    See Also

    Working with Business Central

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