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D365 Document Templates

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Posted on by saturation

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I have 2 questions about document templates in D365.

1. How can I pull down an existing template after it has been uploaded into D365?

2. Is there a way to add additional relationships to the xml once the template has been downloaded? I don't want to have to start over every time I need to add more data through entity relationships to the document.

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gisiquei on at

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RE: D365 Document Templates

Hi there,

I would try to use advanced find about question 1

About question 2, I guess this isnot possible currently

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darcnus 247 on at

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RE: D365 Document Templates

1. For existing templates, create a copy and export to .docx or .rdlc format (not all documents support .docx)

docs.microsoft.com/.../ui-how-import-and-export-report-layout

2. You could use Power BI to pull the data and construct it however you'd like

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