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Finance | Project Operations, Human Resources, ...
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Application Document Template in D365 F&O - HR module

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Posted on by 29

Hello all, 

Trying to add a template under D365 F&O Human resource module ---> communication --->  Application Document template for corresponding actions. 

Getting the below error; can someone help in understanding the setup. 

Screenshot-2023_2D00_05_2D00_08-at-7.29.05-PM.png

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  • Suggested answer
    Charlotte X Profile Picture
    Microsoft Employee on at

    Hi Harsh,

    Not every data entity is supported with a template. If there is no template, it will use some default fields from the data entity directly. You can add a template yourself to have all your required columns visible.

    Please refer to below document for configuring document template.

    Using word templates in D365 Human Resources – PAVAN KUMAR DRONAMRAJU (wassuppavan.com)

    Navigation for Document template setup will be in the following path for D365 F&O.

    Organization administration > Setup > Office Integration > Document templates.

  • KKUMARBPI Profile Picture
    on at

    you have to generate the Template using a word document, Save and upload the file.

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