Then in the XML Mapping pane, highlight the line, right click, and choose from an array of options that best suits the field: To add a field, the user should click on the report area intended to add the field. Now, the user can open each tab and choose header level fields, line level fields, and other fields: The Lbl indicates label, and not the value of the field itself. There are two types of fields, one that includes _Lbl on the end and one without. The user can move fields around, delete fields, add basic fields (if the fields are not there the user will not be able to add via Word invoice formatting). On the right-hand side pop-up, change the “Custom XML Part” to Microsoft Dynamics report selection: Then in the Developer tab, click “XML Mapping Pane”: In order to make basic edits, such as the modification, addition, or removal of selected out of the box coded fields, the user needs to bring in the Developer tab in the Word ribbon at the top, via “Customize the Ribbon”:

This would appear on each invoice selected. The user can hard code text by simply typing it into a blank space available. When the copied layout is exported, after saving and opening the Word document, the layout will appear similar to the screenshot below: This file can be saved in another location to make edits to before uploading it into the system immediately or later: Exported Layout in Microsoft Word

The Report ID’s not checked in the Built-In column are user generated.Īfter copying the layout, select the user generated line and choose Export.

The Sales Invoice, Report ID 1306, has multiple report types available. To start customizing invoices via copies of Word layout, the user should go to the page “Custom Report Layouts” to copy and create layouts.įor each report, the system has many pre-built default templates. In Dynamics 365 Business Central users cannot edit a built-in report, they must first copy a built-in report and then edit the copied version. Custom Report Layouts in Dynamics 365 Business Central This blog explains how to customize Dynamics 365 Business Central invoice formats using Microsoft Word.

Dynamics 365 Business Central users can make basic customizations of printed documents, such as sales invoices, orders, and posted purchase invoices.

How to find an invoice template in word