Word Templates and Word merge in 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.

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.

Source : Roberto Stefanetti Blog
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Dynamics 365 Business Central: Using Word Templates (Enablement of Word merge)

As you might know, in customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), the Word Templates feature has been available since previous versions. With one click users can generate standardized documents automatically populated with data.

Source : Dynamics 365 Lab
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How-to: Create a Workflow Template

One of the major additions to NAV 2016 is Workflow. Both technical and functional more than interesting to take a deep-dive in as me and my friend Arend-Jan Kauffmann did to prepare a What’s New in 2016 workshop. It makes use of the new platform feature Eventing (technical) and has been applied to replace the Document Approval feature (functional).

Bron : Van Vugt’s dynamiXs
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