Business Document Customization error: Invalid name range

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Hello, I’m trying to customize a business document for sales order confirmation in Dynamics 365 F & O. When testing I added a cell to the template structure and bound the structure to the data source, but I’m getting an ‘Invalid name range’ error when I'm trying to save it. I was wondering if anyone knows how to customize business document templates? //😁//

I tried to follow this guide: Add new fields to a business document template in Microsoft Excel - Finance & Operations | Dynamics 365 | Microsoft Learn

But unfortunately it didn't work.

Appreciate al the help that I can get :)

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Community member 17 on at

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Business Document Customization error: Invalid name range

I solved this a while ago, writing know so that it may solve problems for others.

you have to download the template, go into name manager and add tags the cells in Excel so that you can later mapp the data source in D365to the tag that you made in Excel
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Alireza Eshaghzadeh 11,925 Super User 2024 Season 2 on at

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Business Document Customization error: Invalid name range

Hi Kevin,

Please check this document on ER and on the designer try to troubleshoot the issue by adding label mapping for Company URL.

I don think that it is possible to create mapping on BD designer while you can update mapping.

As example:
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Hana Xue Microsoft Employee on at

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Business Document Customization error: Invalid name range

Hi,
You can check the link below and check if it is an issue with the naming rules in excel:
https://www.mrexcel.com/board/threads/invalid-named-range.615052/

Best Regards,
Hana