Personalized Community is here!
Quickly customize your community to find the content you seek.
Now Available in Community - New TechTalk Videos for 2020
Read More about New TechTalks for 2020
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Have anyone worked with "Configurable templates" with Oct'18 release? Can you please let me know how the documents can be configured?
I have requirement of changing the Free text invoice document format to be sent to customers.
Hi Balasubramanian R,
Here is the walkthrough of how to create a free text invoice template: docs.microsoft.com/.../create-free-text-invoice-template-new
Thank you for the reply. This link takes me to the template creation for recurring invoices.
But below is what I read from Oct '18 release notes.
"Customers will save time and money by using configurable customer invoice and other external
report formats. The formats provide options to print documents to preprinted forms as well as
plain paper. Using the configurable templates will either eliminate or minimize the need to
modify invoices and customer statements in X++ code or in SQL Server Reporting Services
(SSRS). In the October '18 release, the configurable template is available for free text invoices
only. A template can be created from an existing free text invoice, or a new template can be
created and used when creating new invoices. In later updates we will extend the number of
configurable templates for customer invoices, statements, and other external documents."
The link provided by Ada does not take me to where I expected the enhancements to be. I understood configurable templates to include the ability to make layout changes - the link provided does not allow for this. Please advise.
Business Applications communities