web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Answered

Which entity for word templates to use it in the Interaction Templates?

(0) ShareShare
ReportReport
Posted on by 397 User Group Leader

Hi folks,

does anyone know which entity / entities can be used to get a usable word template in the Interaction Templates?

pastedimage1649680279052v4.png

pastedimage1649680247896v2.png_2D00_640x480.png

pastedimage1649680448758v1.png

Thank you!

Tom

I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    133 on at

    Interaction entry is what I’ve based one on. This was for a segment and for an email via an opportunity/task

  • Suggested answer
    MahGah Profile Picture
    15,529 on at

    Hi

    First, you need to create a Interaction Word Template. See this guideline for example  https://yzhums.com/12509/

    Then you can assign that word template to any related interaction log that is relevant. 

    For example: let say with every email interaction you want to send a letter that provide some details such as who is customer sales rep, etc. Then you can create a word template and define static and dynamics text. Then assign this template to Email interaction. This way anytime you use Email interaction then system generate a word document  based on the template and attach to email (or in case of hard copy download PDF) 

  • T_Mauser Profile Picture
    397 User Group Leader on at

    right in front of my eyes - lol

    pastedimage1649755821708v1.png

  • Alex789 Profile Picture
    5 on at

    yeah this will be the best
    Business entity

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 3,143

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 1,694 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,067 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans