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

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Business document management - Change Template

(1) ShareShare
ReportReport
Posted on by

When trying to change Free text invoice (Excel) template, the structure dont update when I relocate the cells. And if I do relocate the cells is no longer binded to the data source. 

How can I easier change this type of template?

Best regards 

Anine

I have the same question (0)
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,672 Super User 2025 Season 2 on at
    RE: Business document management - Change Template

    Hei Anine,

    Once you create changes on Excel template, if it is inside the defined area (e.g. InvoiceLines), once you import the template, activate "Create Excel sheet format element"pastedimage1683719128283v1.png

    pastedimage1683719220250v2.png

  • Microsoft Profile Picture
    on at
    RE: Business document management - Change Template

    pastedimage1683719617265v1.png

    Oki, how do I enable Update from Excel? 

    Regards

    Anine

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,672 Super User 2025 Season 2 on at
    RE: Business document management - Change Template

    Hei,

    You need to preform this modification in Excel Template. You can download the template fra ER config or from Business document.

  • Microsoft Profile Picture
    on at
    RE: Business document management - Change Template

    pastedimage1683720277158v1.png

    Is it the Open in Desktop App you are referring to? 

    Regards

    Anine

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,672 Super User 2025 Season 2 on at
    RE: Business document management - Change Template

    Correct.

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 > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 683 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 563 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 398 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans