Configurable business documents – Word templates

  • مقالة

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
End users by admins, makers, or analysts - This feature is released. Sep 30, 2020

Business value

One of the top pain points reported by customers is the absence of a business user experience to customize printable business documents. By using Microsoft Office-based templates, we provide customers with predefined documents in the most familiar tools available in the market to customize business documents. We have previously released Microsoft Excel-based templates for business documents. With this feature we will provide Microsoft Word templates for the same documents, so that depending on the type of customization and document, customers can choose whether to use a Microsoft Excel or Microsoft Word template as the basis for their customized document.

Feature details

This functionality delivers well-designed Microsoft Word template capabilities in phases.

Phase 1 (June 2020) includes:

  • Accounts receivable:

    • Sales order confirmation
    • Sales order packing slip
    • Sales quotation
    • Sales quotation confirmation

  • Accounts payable:

    • Vendor invoice document
    • Payment advice

  • Warehouse:

    • Picking list

Phase 2 (September 2020) includes:

  • Accounts receivable:

    • Sales advance invoice
    • Collection letter note

  • Accounts payable:

    • Purchase order packing slip

  • Warehouse:

    • Bill of lading

Information about other Word templates, including the phases and timing of their delivery, will be provided at a later time.