Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
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
As title, since Word Template is easy and intuitive to make out-of-the-box, but Report requires XML to make it look good and organized on SINGLE RECORD documents, such as invoices, quotes, case summary, order detail. I'm trying to figure out what "Report" can do, but "Word Template" cannot on SINGLE RECORD documents/reports, so people keep using "Report" a lot to generate quotes, invoices, etc.?
P.S. I know report can generate multiple records in a report or putting together charting functions (for multiple records too), that word templates cannot do. I just try to figure out why people still use it on SINGLE RECORD documents/reports?
Thanks in advance!
There are multiple things:
1. Word can't do report for multiple not joined entities.
2. In word you can't filter related entities - you get related data as it is.
3. Word can't have inline filters.
4. I'm not sure regarding charts but I will put it for you to answer - can word do charts?
5. Word can't run in user context to provide user-related information.
I can continue but as for me there is no point. Word integration was created to provide more flexible way to generate print forms and that's it. Reports can do more.
Hi Andrew, thank you for your respond. I think I might not express the question very well before. I understand that we have to use report for multiple-record reports including lists & charting.
What I tried to ask is that for single record documents (quote, invoice, case summary, order detail, etc.), why use report over word-template? We only use filters for multi-record reports, not in SINGLE-RECORD reports like quotes, invoices, etc. and all we need are fields from related entities, which is what word template can also do.
All I can think of is that word is not modifiable unless we save our own word template locally. What else would you come up with regarding to SINGLE-RECORD reports?
Many thanks in advance.
Business Applications communities