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Here we can see the Shipment Date now appears on the modified invoice.įor more helpful tips and tricks using Microsoft Dynamics 365 Business Central, check out our great selection of blog posts. In the report layout selection window be sure to select the new layout as the selected layout if you would like it to print that one by default. Save and close the Word file and then back in Dynamics 365 Business Central, select Process, Import Layout and browse to your Word file. In my example, I’ve added the Shipment Date field to the invoice (drag and drop from the header field list on the left). Guide: Best MS Word Tem­plates to Cre­ate Invoice Microsoft recently rebranded the Office 365 package as Microsoft 365. Next, select the source for the report (in this example, Standard_sales_invoice/1306).ĭrag and drop the field you would like to add to the report. Be sure the Field List is enabled on the developer tab in your Word program. Open your Word file to modify the invoice.

Now go to Process, then Export Layout to save the layout as a Word file. Next, click OK and then modify the description so you know which one you are working on. Highlight the report you would like to modify (in this example we will work with the Sales Invoice)īe sure to turn on the option ‘insert word layout’ if you wish to modify in Microsoft Word. In the following example, I will show you how to modify the Sales Invoice format to add a field ‘Shipment Date’ and view the modified invoice.įirst, use the global search to search for “Report Layout Selection” You get the options and flexibility needed using the well known interface, Microsoft Word. With Microsoft Dynamics 365 Business Central, you don’t need a developer to help with this. Most businesses require some customization to their reports and documentation such as invoices, sales orders, etc.