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:
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:
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.
On the Word Templates (9989) page, click the New » 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”
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 mail merge functionality in Business Central is relatively new, having been introduced in the 2021 Wave 1 Release.
The purpose behind this functionality is to allow the mail merge functionality of Microsoft Word to use data from Business Central. For example, you might want to send a document to a lot of recipients to tell them of a change of address or produce mailing labels for a brochure to be sent to all customers.
The mail merge is configured first in Business Central where you start to create a new Word document into which you choose the tables and fields to be available and then export a zip containing a blank Word document and data source which you can use to create the document into which the data will be merged and place the fields. This document is then imported back to Business Central and is then ready to be used.
When a mail merge is done, you can apply filters to restrict the data and then produce the merge, which can be in Word, PDF, HTML or text formats. Unfortunately, there is no option to email the resulting mail merged document, which seems an odd limitation in 2024.
Over the next couple of articles in this series, I will show how a Word document for mail merge can be created and then used.
This article is part of the Word Template Mail Merge in Business Central series, but articles within it will also be part of the larger ongoing In Microsoft Dynamics 365 Business Central, how do I… and In Microsoft Dynamics 365 Business Central (Administration), how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.
The Word template functionality in Business Central allows you to leverage the mail merge functionality of Microsoft Word to create documents which pull data from Business Central.
This is the series index for the Word Template Mail Merge in Business Central related posts I will be writing. The series index, below, will automatically update as each article in the series goes live.
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:
This article is part of the Using Extended Texts In Microsoft Dynamics 365 Business Central series, but articles within it will also be part of the ongoing and In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.
I have previosuly written articles on adding extended texts to items and how they can then be applied to purchase orders and sales orders, but you can actually configure items to automatically add the extended texts.
This is done on the Item card Item Card (30) where the Automatic Ext. Texts option on the [General[/b] fasttab can be toggled on:
With this option on, when the item is added to a sales or purchase document, the extended texts will automatically be added.
| Using Extended Texts In Microsoft Dynamics 365 Business Central |
|---|
| What are Extended Texts? |
| Add Extended Texts to Items |
| Add Extended Texts to Stockkeepping Units |
| Enable Item Extended Texts to be Added to Transactions Automatically |
| Create a Purchasing Transaction with Manually Added Extended Texts |
| Create a Sales Transaction with Manually Added Extended Texts |
| Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Items |
| Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Stockkeepping Units |
| Using Extended Texts In Microsoft Dynamics 365 Business Central: Enable Item Extended Texts to be Added to Transactions Automatically |
This article is part of the Using Extended Texts In Microsoft Dynamics 365 Business Central series, but articles within it will also be part of the ongoing In Microsoft Dynamics 365 Business Central (Financial), how do I… and 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 extended texts added to items they can now be used on sales documents.
On a sales order, select an item which has extended texts and click the Functions » Insert Ext. Texts line action:
The extended text lines will be inserted below the item line with a Type of Comment.
This article is part of the Using Extended Texts In Microsoft Dynamics 365 Business Central series, but articles within it will also be part of the ongoing In Microsoft Dynamics 365 Business Central (Financial), how do I… and 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 extended texts added to items they can now be used on purchase documents.
On a purchase order, select an item which has extended texts and click the Functions » Insert Ext. Texts line action:
The extended text lines will be inserted below the item line with a Type of Comment.
| Using Extended Texts In Microsoft Dynamics 365 Business Central |
|---|
| What are Extended Texts? |
| Add Extended Texts to Items |
| Add Extended Texts to Stockkeepping Units |
| Enable Item Extended Texts to be Added to Transactions Automatically |
| Create a Purchasing Transaction with Manually Added Extended Texts |
| Create a Sales Transaction with Manually Added Extended Texts |