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Small and medium business | Business Central, N...
Answered

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

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Posted on by 401 User Group Leader

Hi folks,

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

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Thank you!

Tom

I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    159 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
    15,613 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
    401 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

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