Editing Documents (Quote, Invoice, Etc) in Word?

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Our understanding is we can edit the Layout of things like Sales Quotes or Sales Invoices in Word. We understand how to do this in NAV, and the process is 100% identical until the last step where a button appears to be missing?

Above is what I see in Financials. In NAV, there is an addition button in the Process box that says "Edit Layout". This would download our current Sales - Invoice layout into Word and its extremely easy to edit.

How do we get the layout into Word for editing in Financials?

Thanks!

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Reports and Business Intelligence

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Jennifer Reinhardt Microsoft Employee on at

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Hello Ryan,

In Dynamics 365 for Financials you will want to click Export Layout, make your changes and then Import the Layout back in.

Regards,

Jennifer Reinhardt

Please see our Dynamics 365 Financials Support Team Blog for helpful information:

blogs.msdn.microsoft.com/dyn365finsupport