Quote, Purchase Order, Invoice & Sales Order Template Customisation

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Posted on by JB-27010340-0

Hi All,

I am setting up an environment in my company in Dynamics 365 Finance & Operations. I am wanting to customise the layouts of the Quote, Purchase Order, Invoice & Sales Order (moving where things are located on the document etc.). I would also like it to generate a different template, dependent on the "Customer Group" field.

Could someone please help me to find where I would do this?

Thanks,

Jacob

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Microsoft Dynamics CRM