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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Word document template...
Microsoft Dynamics AX (Archived)

Word document templates in Dynamics 365 for Operations

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Posted on by Tim Schofield

Is it possible to use Word templates to create a document attachment in D365O, as it was in Dynamics AX 2012?

If anyone could point me to some documentation I'd be very grateful.

Thanks

Tim

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I have the same question (0)
  • Mea_ Profile Picture
    Mea_ 60,284 on at

    Hi Tim,

    Please check "Export to Word experiences" section of next wiki article ax.help.dynamics.com/.../office-integration

  • Community Member Profile Picture
    Community Member on at

    Hi Tim,

    Have you got the solution, i couldn't find this feature in D365 as it is in AX 2012?

    Thanks,

    Haja

  • Suggested answer
    guk1964 Profile Picture
    guk1964 10,888 on at

    See here www.youtube.com/watch for a clear walk through

    docs.microsoft.com/.../office-integration mainly covers Excel

    docs.microsoft.com/.../office-integration-tutorial a more advanced example

    You may need Office 2016 or Office 365

    (Not sure if will work with 'on-premise' version

  • Charlie Dean Profile Picture
    Charlie Dean 20 on at

    Hi Tim,

    Not trying to teach anyone to suck eggs here so I apologise if I point anything obvious out but I believe the best way for this in D365O is as follows.

    I am afraid I have not yet seen an automated way to use a template and save straight into document management without the manual upload step. Happy to be shown wrong though.

    Thanks

    Charlie 

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