Easily Customize Docs with MS's Business Document Mgmt. - DynamicsCon
DynamicsCon November 2024

Easily Customize Docs with MS’s Business Document Mgmt.


Session Description

Want an easy way for users to edit document templates and change the design or add information?
Business document management (aka configurable business documents) gives document design tools to system users, administrators and implementers within the familiar interfaces of Word and Excel. In this session, learn how to find available document templates, perform basic format modifications, add/remove fields, and deploy documents. Speed up the design process and lower document management costs.

Session Track: Finance & Operations
Session Type: Functional
Content Level:
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