Business Documents – Part 5


This article discusses how to customize a standard business document in Microsoft Dynamics 365 Finance & Operations (D365FO) using Word templates. The process involves activating the Developer tab in Word, making changes to the template, adding new fields, mapping them in Electronic Reporting, and embedding fonts. The article provides step-by-step instructions and visual examples for each stage of the customization process. Once the template is customized, it can be activated in the Form setup for print management and tested for document printing. The article concludes by mentioning that feedback and questions are welcome.


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