Business Documents – Part 5

Dynamics 365 ERP - General

Business Documents is a standard tool in Microsoft Dynamics 365 Finance & Operations (D365FO) for visualizing documents and reports using Electronic Reporting.
The article demonstrates customizing a business document in Word format by adding new fields, mapping them in Electronic Reporting, and embedding fonts in the template.
To edit Word templates, activate the "Developer" tab by going to File > Options > Customize Ribbon.
Access the Controls group and mapping options in the Word template after activating the Developer tab.
Example provided on adding a PaymentId field by creating a new cell in the format designer.
Download the Word template, add new cells for additional fields, activate borders, and use the XML Mapping tool to insert fields in the correct format.
Embed fonts in the Word template by changing the font, size, and activating "Embed fonts in the file" under File > Options > Save.
Final steps include replacing and activating the document in the business document as the main attachment, uploading the modified document, and associating it with the template in the format designer.

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