Then, you must re-import that updated template. When you have the Template the way you want it, save it somewhere easy such as your desktop. Also, the fields you add must match the table location where they display on the Standard report. The Templates have a few rules, such as that you can only have one field per cell (these templates are comprised of tables). Then, you can drag & drop fields, as needed. First you would want to print the STANDARD form to an xml file, so that you can update the field source in the template. If you ARE using Word Templates, then Step 3 is to create or update a Template. If you are not using Word Templates, then that is all you need to do. That would be under Microsoft Dynamics GP > Tools > Setup > System > Alternate/Modified Forms & Reports. Step 2, if you're not already using a modified version of the form, is to grant security to it. You can sometimes break a report writer form, by deleting necessary fields, so you may just want to change them to 'invisible.' However, these specific changes should be fine, if you just want to delete those few fields you mention. The changes you describe are pretty easy, and shouldn't break anything. Step 1 is to make any modifications you would like to the standard report, using Report Writer. Following are general instructions, which may not be enough if you're brand-new to this.

This isn't too hard to do, but there are a lot of steps, depending on how you're using the forms (standard or template) and whether they're already modified. Dynamics Previous Versions Dynamics Previous Versions.Implementing Dynamics 365 Implementing Dynamics 365.Artificial Intelligence Artificial Intelligence.Dynamics 365 Products Dynamics 365 Products.

How to insert invoice template in word