Month: November 2024

This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

Another feature of the Word Template functionality in Business Central is that they can be applied when emails are being created to the sent; the Word template can be used either to populate the body of the email or be added as an attachment.

In the previous article, I showed how a Word Template could be applied as the message body of an email, but you can also apply them as an attachment to the email.

To do this, open the send email function from a master record, such as a vendor and click the Add file from Word template action in the Attachments section:

Continue reading “Word Template Mail Merge in Business Central: Send Email Using a Word Template as an Attachment”

This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

Another feature of the Word Template functionality in Business Central is that they can be applied when emails are being created to the sent; the Word template can be used either to populate the body of the email or be added as an attachment.

I’ll show adding the email as an attachment in the next article, but to apply a Word template to the body of an email when sending an email, you click the Use Word template action:

Continue reading “Word Template Mail Merge in Business Central: Send Email Using a Word Template”

This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

As well as mail merging the Word template from the Word Templates (9989) page, you can also do it from the master record page (or related list page).

In this article, I am showing the process from the Vendor List (27) page where I have selected a few of the vendors to include; on the Word Templates page you can apply filters within the mail merge wizard, but from the entity pages, you select the records first.

When you have the records you want, click the Actions » Apply Word Template action:

Continue reading “Word Template Mail Merge in Business Central: Create Mail Merge from a Business Central Entity using a Word Template”

This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

With Word templates created, using them is quite easy to do. Open the Word Templates (9989) page, select a template and click the Apply button on the action pane:

Continue reading “Word Template Mail Merge in Business Central: Create Mail Merge from Business Central Using a Word Template”

This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

As well as creating a Word template from the Word Templates page, you can also start from a master page (or related list page); starting this way will add the master record type as the source.

To create a Word template in this way, open the master record page and click Actions » Apply Word template:

Continue reading “Word Template Mail Merge in Business Central: Create Mail Merge from Business Central Entity”

This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

To create a new Word template there is an assisted setup to guide you through the process. To use this tool, search for and open the Word Templates page.

There are three main stages to the process of creating a Word template; all three parts are covered in this article and the index below will allow you to quickly to a specific section.

• Configure and export the Word template.
• Insert mail merge fields in template using Microsoft Word.
• Import the Word template

Configure and export the Word template

On the Word Templates (9989) page, click the New &raquo Create a template action:

To create a Word Template requires a source table to be available. However, before adding a source table, you need to think about which other related tables you will want to also add to the Word template, as this will decide which table to pick as the source table.

For example, if I wanted to create a letter to customers based on the ship-to address, I cannot use the Customer (18) table as the Ship-to Address (222) table is not a related table. However, if you pick the Ship-to Address table then the Customer table is a related table. This is because tables are available as a related table when their is a field on that table linking it to the other; in the case of the Customer table there is no field for Ship-to Address and so it is not related, but the Ship-to Address table does contain the Customer No. and is therefore a related table.

To add a new source table, click the Add new entity button:

Continue reading “Word Template Mail Merge in Business Central: Create Word Template for Mail Merge”

I’ve been doing some work with a client recently to implement Microsoft Dynamics 365 Business Central. When entering quotes they want to use the contact functionality to record who they are dealing with on the quote. They also need to create a customer for the contact when raising the quote; there is an action on the Contact Card (5050) card which allows the customer to be created (Actions » Functions » Create as » Customer).

However, when they clicked this action, nothing happened. No customer was created and no error message displayed.

I did some investigating and found that, while we had discussed it in training, they had not yet created any customer templates. While a template is optional when creating the customer directly, if you want to create a customer from a contact then the templates are mandatory.

Once the customer templates had been created, they were able to create customers from the contact without issue.

This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

The default look of Business Central is a black title bar at the top of the screen, but this can be changed by adding a theme to Microsoft 365, allowing you to include your company branding through the adding a logo and company colours.

If you are already using Microsoft 365 for other applications, such as Office, you may have already configured a theme, in which case Business Central will already be using your theme and you won’t need to do anything.

To set a theme for Business Central, and Microsoft 365 in general, open the Microsoft 365 admin centre, expand the Settings option in the navigation sidebar and select Org settings; select the Organization profile tab and click Custom themes:

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Add Branding to Business Central by Setting a Theme”