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Quote, Purchase Order, Invoice & Sales Order Template Customisation

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Posted on by JB-27010340-0

Hi All,

I am setting up an environment in my company in Dynamics 365 Finance & Operations. I am wanting to customise the layouts of the Quote, Purchase Order, Invoice & Sales Order (moving where things are located on the document etc.). I would also like it to generate a different template, dependent on the "Customer Group" field.

Could someone please help me to find where I would do this?

Thanks,

Jacob

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Microsoft Dynamics CRM

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Ramit Paul 22,797 Most Valuable Professional on at

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Hi,

To customize template you have two ways.

1. We can customize by X++ development- Pure Coding

2. We can customize by using Electronic Reporting tool- No Coding

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JB-27010340-0 33 on at

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Hi @Ramit Paul,

Where can i get the Report Tool from?

Thanks,

Jacob

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