, _, or –, you cannot create a template for it. If the name of an entity contains special characters, such as /. However, you cannot create templates for all entities. When you choose an entity for which to create a template, the list shows all entities in Business Central. Hover over a field to read a short description. Follow the steps in the assisted setup guide. Choose the search icon, enter Word Templates, and then choose the related link.ģ. You can either create one document that contains sections for each entity, or split the operation to create a new document for each entity. When your Word template is ready, on the Word Templates page you can choose Apply to generate the documents. When you are setting up the template in Word, on the Mailings tab you can add merge fields by choosing Insert Merge Field. You can only use the Word template and data source files that you download from Business Central, and you must store the files in the same location. After you set up the template and add merge fields, you use the same guide to upload the template. On the Word Templates page, you can use an assisted setup guide to download a ZIP file that contains a DataSource.xlsx and a Word template file for an entity. When you apply a Word template to an entity, data from the merge fields is inserted in the document. The merge fields come from the entity in Business Central. You can use entities in Business Central as the data source for the template, and add merge fields to personalize documents for each entity. For example, you can create brochures to alert customers about a sales campaign, letters to inform vendors about a new purchasing policy, or invitations to attract contacts to an upcoming event. Microsoft Word templates can make it easier to mass communicate with entities such as customers and vendors. This functionality is integrated into System Application. In the new BC18.0, you can already search for this feature. When you want to send a document to a lot of recipients-for example, to your customers and contacts as part of a sales campaign-you can use Word’s mail merge capability to personalize each document by pulling data about the recipients from Business Central.
You can use the mail merge functionality in Word to use data from Business Central to add a personal touch to bulk communications. Enablement of Word merge in Business Central: