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D365O. Issues with Microsoft Dynamics App for Office setup.

Mea_ Profile Picture Mea_ 60,284

Recently I’ve helped my colleague to setup Word Templates for D365O. We followed Office integration tutorial on the wiki, but it has few gaps.

First of all, it’s not clear where to find share that contains the Microsoft Dynamics App manifest ( step 1.d). Use base URL for the cloud environment, for example, https://topo00dfa4stbobaos.cloudax.test.dynamics.com/

Second step where we stuck for a while is not so obvious. 4.b says that you need to select Template Designer after loading applets. However, there was nothing to select. To fix this issue you actually need to go to D365O -> System Administration -> Setup -> Office app parameters and on “Registered applets” tab check that there is a record for Microsoft.Dynamics.Platform.Integration.Office.WordDesignerApplet in a grid. 

OfficeAppParameters.jpg

If it’s not there click on “Initialize applet registration” button and AX will auto populate the grid.

 



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