We can now download the templates to be used in word to manage the word merge it is a pair of files to be used together Let’s start by looking for Word Templates from SearchĪt this point the system asks us to cre ate a new word template based on the existing entities, or to activate other entities
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 you can use Word templates only on devices with Microsoft Word 2019. After you set up the template and add merge fields, you use the same guide to upload the template.
#NAV MERGEPDF ZIP FILE#
On the Word Templates page, you can use an assisted setup guide to download a ZIP file that contains a DataSource.txt and a Word template file for an entity. 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.įor 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.
You can use the mail merge functionality in Word to use data from Business Central to add a personal touch to bulk communications. Word Templates and Word merge in Business Central
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