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Dynamics 365 ERP - Development

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Jul 7, 2024

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AI Summary

  • The article explains the process of creating a Word document in Electronic Reporting (ER) or a PDF, easily convertible to PDF using the 'Electronic Reporting Destination'.
  • The focus is on the format, with the model and mapping being generic and applicable to newly created models or extending generic Microsoft electronic reports.
  • The Word document will contain information about a product and its variants, including a header, a table with variants, and a footer.
  • The process involves selecting 'Designer', adding root, and selecting 'Excel / File' as Word is not available for format creation.
  • A new file type can be created if none are available in the environment by navigating to 'Organization administration / Document management / Document types'.
  • The structure of the Word document includes Ranges and Cells for the header and variants, with replication for the variants range.
  • The finished format is then linked to the model mapping, utilizing translatable labels for the labels and footer.
  • The article concludes by hinting at exploring how to add nodes into the Word document in the next post of the series.

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