D365 BC

Customize Your Forms Without a Developer


Description
Reports are now easier to personalize than ever! In this two-and-a-half-hour training workshop, you will learn how you can use Microsoft Word layouts to create professional-looking invoices and other reports for your business in Microsoft Dynamics 365 Business Central.

Topics covered include:

-How to use and navigate the Report Selection feature
-Report layout options – RDLC vs. Word
-Limitations
-Dataset considerations

Student Access: To promote learning progression, students are given 30 days to complete this course. If more time is needed at the end of 30 days, simply reach out to us and we can extend your learning period.

Hours of recorded course content: 1:21
Expected hours to complete course: 2:00
Course Level: Basic
Prerequisites: None
Delivery Method: QAS Self Study/Online eLearning
Course Administrative Policies: https://skillup.dynamicsuser.net/about-us

Content
  • Introduction
  • Meet Your Instructor (01:59)
  • Agenda (02:00)
  • Getting Started and Word Limitations (05:55)
  • Choosing Reports and Working in BC/NAV
  • Report Selection (02:40)
  • Report Layout Selection (07:12)
  • Working in Word
  • Exporting to Word (05:58)
  • Customizing Your Document (08:17)
  • Formatting Your Document (07:01)
  • Repeating Lines (02:51)
  • Adding New Columns (07:13)
  • Subtotal and Total Lines (02:58)
  • Other Important Notes (04:42)
  • Customizing Spacing and Other Formatting Tips (05:33)
  • Bringing Documents Back into BC/NAV
  • Prepayments (05:11)
  • Setting Up Alternate Layouts (03:28)
  • Customer and Vendor Specific Layouts (07:45)
  • Important Note About Previews (00:56)
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever