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Hi All,We have a requirement in D365 FO to create a report using Document templates.e.g of template -
Dear %WorkerName%
We are pleased to offer %CTC% LPA.
Above is a sample of word template which user will create one time and upload to system, and when users run report this template should get populated with actual values and generate.please suggest how to proceed.
Thank you
Hi Sona,
You can use the Office add-in for Word or create a document via Electronic Reporting
Using the workbook designer, you can create a document template: docs.microsoft.com/.../office-integration
And documentation for Electronic Reporting: docs.microsoft.com/.../er-design-configuration-word
Please refer to the old thread:
community.dynamics.com/.../870305
regards
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