When you create a new document, you can transfer data from tables in Microsoft Dynamics AX to bookmarks in the new document. This is done by creating a template with some standard text, and some bookmarks where the data is to be inserted, such as when you can transfer the address and contact information for a customer to the letter header in a Microsoft Word document when creating a new letter for that customer.

Before you begin, you must create a Word template with bookmarks where the data should be inserted. Then you set up the document type by linking the document type to the template and by adding the data fields to be transferred to the individual bookmarks.

Create a new Word template

  1. From the Startmenu, click All Programs> Microsoft Office> Microsoft Office Word.

  2. In the new template, add the text and graphics you want to appear in all new documents that you base on the template.

  3. Place the cursor where you want to insert data from Microsoft Dynamics AX and then click Insert> Bookmark.

  4. Type a meaningful name for the bookmark and click Add.

  5. Repeat step 3 through 4 for each bookmark that you want in the template.

  6. On the Filemenu, click Save As.

  7. In File name, type a name for the new template.

  8. In Save as type, click Document Template, and then click Save.

Note Note

To display the bookmark placeholders in Word, click Microsoft Dynamics AX menu> Tools> Options, and in the Showsection, select Bookmarks.

Link a template to a document type

  1. Click > > > .

  2. Select the document type that you want to link to a template.

  3. Click .

  4. In the list, select the table to associate with the template.

  5. In the list, type the path to the template file or use the browse button to locate the file on your computer or network.

Add bookmark information to table fields

  1. In the form, select the table that is linked to the template that you want to use.

  2. Select the tab.

  3. Press CTRL+N to add a field to be transferred.

  4. In the list, select a table to get data from.

  5. In the list, select the data field to get data from.

  6. In , type the name of the bookmark you have inserted in the document where the data will be inserted.

  7. Select to insert a line break after the data inserted (optional).

  8. Repeat step 3 through 7 to add more data fields to the list.

Note Note

The table you get the data from does not have to match the table selected on the tab, but the two tables have to be related.