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Dynamics 365 ERP - Development

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Jul 22, 2024

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  • The article discusses how to address common issues when working with Word documents in Dynamics 365.
  • One option to fix line breaks is to substitute them with spaces using a simple formula.
  • Another option is to configure Word to recognize line breaks by enabling the "Allow carriage return" option.
  • Placeholder text like 'Click or tap here to enter text' can be replaced with spaces using a transformation.
  • Giving a name to the document can improve its appearance, such as using the item ID and timestamp.
  • Word or Excel files can be easily converted to PDF using ER Destinations in Dynamics 365.
  • Creating a new record in ER Destinations and selecting the Word format allows for PDF conversion.
  • Setting a default destination like 'File' or 'Screen' determines where the PDF will be saved or opened.

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