Dynamics Community Forum Thread Details

Business Document Management - Export to Desktop App

Hello!

Will someone please assist me by providing information on how to design Business Document Management report templates using the Word or Excel Desktop App?

I am receiving the following error message:

/Business document management parameter is not configured to use Office desktop applications for editing templates. Contact your system administrator to have it configured./

Best,

Hi,
When you use the business document management function, you need to pay attention to the following points:
1. The business document management function is only implemented for cloud deployment.
2. To use Microsoft Office desktop applications to edit templates in Excel or Word format using Business Document Management, you must have Microsoft Office 2010 or later installed. This is supported in cloud and on-premises deployments.
3. To use Microsoft 365 apps to edit templates in Excel or Word format using business document management, you must have a Microsoft 365 Office for the web subscription. This is supported in cloud deployments.
4. In the parameter configuration of business document management, the required document type must be set in the document management framework. This document type is used to specify temporary storage of documents in Office formats (Excel and Word) that are used as ER report templates. Temporary storage templates can be edited using Office desktop applications. You can refer to the steps in this document for configuration. Business document management overview - Finance & Operations | Dynamics 365 | Microsoft Learn
Best Regards,
Hana

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