Customizable Word and Excel Templates Available for Dynamics 365 Finance and Supply Chain Management

By Scott Frappier | January 22, 2021

Microsoft has heard Dynamics 365 Finance and Supply Chain Management user's requests for configurable business documents loud and clear. With Word and Excel templates available for Dynamics 365 Finance and Supply Chain Management in the fall 2020 release, users can now customize printable business documents using Microsoft Office.

These predefined documents are available in both Office and Excel and can be launched directly from Dynamics 365, altered, and saved back into the program.  Templates available include:

Accounts receivable:

  • Sales order confirmation
  • Sales order packing slip
  • Sales quotation
  • Sales quotation confirmation
  • Sales advance invoice
  • Collection letter note

Accounts payable:

  • Vendor invoice document
  • Payment advice
  • Purchase order packing slip

Warehouse:

  • Picking list

Warehouse:

  • Bill of lading

Two features related to the configurable documents are currently in public preview – direct printing and PDF Conversion. The general availability date is to be announced.

Direct printing will allow you to print any of these documents directly from Dynamics 365, including batch processing which will allow you to print multiple documents at the same time. The conversion to PDF feature will allow you to save any Excel or Word document directly as a PDF using the electronic reporting destination set up.

To make the PDF conversion option available in the current Finance instance, open the Feature management workspace, and turn on the Convert Electronic Reporting outbound documents from Microsoft Office formats to PDF feature.

Finance and Operations preview

If you have questions or would like to learn more about this feature, please reach out to Stoneridge Software.

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