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Populate Boilerplate Document With Dynamics AX Data Using Word Templates

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

Dynamics AX Tip Of The Day

The document management function that allows you to create attachments that are based off a Word template.  What makes this a super useful feature is that you can populate the document on the fly with data from the record that you are creating the attachment for.

Everyone has templates that they have squirreled away on their computer that they continually use for boilerplate responses.  This takes it to the next level by creating all of these document for you based of the boilerplate documents… and they are not hidden on one persons computer any more.

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