Microsoft Dynamics AX Advanced Document Management
Word documents …
Duration: 1 Day
Learn how to generate quotations, delivery documentation, customer letters, production plans and other documentation as Word documents from Dynamics AX.
Prerequisites: Knowledge of Microsoft Word. Introduction to Microsoft Dynamics AX.
Who should attend: Anyone needing to output documents from Dynamics AX not supported by the standard application.
What you will learn:
- Overview of the features offered by advanced document management and potential uses.
- Demonstrate the ease with which documents can be generated once configured.
- Review Word concepts and create a document template.
- Build an AX Query for use with advanced document management.
- Setup a document type with table and field references that map to fields in the word document template.
- Learn how to populate a word document table with multiple records in an AX table such as quotation lines or customer invoices.
- Discover how to populate Word document properties with information from Dynamics AX.
- Troubleshoot problems with documents and update existing documents based on new requirements.
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