![]() Select CompanyInfo_Value as the field that you plan to bind to a data source of the underlying ER format. The Template structure pane now shows the data sources that are available in the underlying ER format. In the Template structure pane, select the ellipsis button (.), and then select Show bindings. In the Excel range field, enter CompanyURL_Value. Notice that the CompanyInfo template component, is automatically selected in the Template structure pane, because it's the most suitable parent component in the current template structure for the field that you're adding. ![]() The range that is entered can contain multiple cells. You can select Excel\Range if you want to add a new range to the template. Select Excel\Cell to add a new field as a cell in the template. You already made this adjustment by formatting merged cell G8:H8. You must adjust the section of the template that you want to use as a new field. In the Template structure pane, select Add. ![]() On the BDM template editor page, on the Action Pane, select Show format. The CompanyInfo range of the current Excel template holds all the fields that are used to fill the header of a generated report with the details of the current company as a seller party. In the Name box field, select CompanyInfo. Select merged cell G7:H7, select Format painter, and then select merged cell G8:H8 to format it in the same way as merged cell G7:H7. On the Excel ribbon, on the Home tab, select Merge & Center to merge the selected cells into a new merged G8:H8 cell. On the BDM template editor page, select merged cell G8:H8. Select merged cell E7:F7, select Format painter, and then select merged cell E8:F8 to format it in the same way as merged cell E7:F7.įormat the template to reserve space for a new field On the Excel ribbon, on the Home tab, select Merge & Center to merge the selected cells into a new merged E8:F8 cell. On the BDM template editor page, on the Excel ribbon, on the View tab, select the Headings and Gridlines check boxes for the editable Excel template. ![]() You can use Microsoft 365 to edit the selected template online in the embedded control.Īdd the label for a new field to the template Select OK to confirm the start of the editing process. In the Title field, enter Free text invoice (Excel) Contoso as the title of the new template. In the right pane, select New template to create a new template that is based on the selected template. In the grid, select the Free text invoice (Excel) template. Open the Business document management workspace. Sign in as a user who has access to the Business document management workspace. The corresponding ER data model and ER model mapping configurations will be imported automatically.įor more information about how to import ER configurations, see Manage the ER configuration lifecycle. Import the latest version of this ER format configuration from Microsoft Dynamics Lifecycle Service (LCS). The Free text invoice (Excel) ER format configuration of this solution contains the business document template in Excel format that can be edited by using BDM. You must import the ER configurations of this solution into your current instance of Finance. The example in this procedure uses the officially published ER solution. Import ER solutions that contain a template You can now start to use BDM to edit business document templates. Sign in to the instance of Microsoft Dynamics 365 Finance as the system administrator.Ĭomplete the following steps of the example in the Business document management overview article: Configure Business document management to edit templatesīecause Business document management (BDM) is built on top of the Electronic reporting (ER) overview framework, you must configure the required ER and BDM parameters before you can start to work with BDM. This example shows how to update a template to fill in the fields in free text invoice forms that are generated. To learn more about this feature, complete the example in this article. For every field that you add, you can also specify a binding to the data sources, to specify what application data will be entered in the field when the template is used to generate business documents. These fields can be added as placeholders that are used to fill generated documents with required information from the application. You can add new fields to a template that is used to generate business documents in Microsoft Excel format.
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