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.

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:

On the Apply Word Template page, click the New Template button:

This will open the Create a Word Template page we covered in the previous article in this series, allowing you to configure the tables and create the Word template.