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Dynamics 365 Business Central

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Aug 14, 2024

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AI Summary

  • Business Central has a straightforward way to customize reports compared to Finance and Operations.
  • Start by finding the appropriate report template and exporting it for customization.
  • Enable the "Developer" tab in Word to work with the XML content placeholders in the report template.
  • The XML schema includes nodes for header, lines, totals, tax information, and other data subgroupings.
  • Use the "Send to" function in Business Central to generate a full XML document for the report layout.
  • Viewing the XML document in a browser can help validate fields and expedite the customization process.
  • Understanding the XML references in the template allows for easy changes to the report layout in Business Central.
  • Utilizing the provided tips can streamline the editing process and make customizing reports in Business Central more efficient.

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