January 28: How to Easily Customize Docs with Microsoft's Business Document Management

December 20, 2020

Learn how to quickly edit and configure Dynamics 365 business documents!

Want an easy way for users to edit document templates and change the design or add information?  We'll show you how!

Microsoft's Business document management, also known as Configurable business documents, gives document design tools to system users, administrators and implementers within the familiar interfaces of Microsoft 365 Word and Excel.

With the Dynamics 365 Business document management functionality, you can speed up the design process and lower document management costs for sales orders, purchase orders, invoices, packing slips and more.

Join Ladd May, Western Computer Senior D365 Finance Consultant, on Thursday, January 28th at 11 am PT/2 pm ET as he demonstrates:

  • Finding available document templates
  • Performing basic format modifications
  • Adding and removing fields
  • Deploying documents

 

 

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