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TIP.001: Creating Document Attachment Templates Using Word

In the perfect world, all documents and reports that are created out of Dynamics AX should be created within Reporting Services, sometimes don’t have the time or the resources available to create the reports, so you end up resorting to using other tools like Word or Excel to create quick and dirty versions.  I’m not judging you all, because you have to do what you have to do, but if you do use Office as a reporting tool, then there is a feature within Dynamics AX that allows you to save your Word documents as templates and then link data directly from the system into the document, and also automatically save the document that is created as a document attachment.  It gives you the best of both worlds – reporting on a shoe string, and also control over the documents.

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