Beyond Document Designer: Adding Service Custom Documents for Microsoft Dynamics 365 Business Central

Create your very own custom report design for a wide variety of reports in Business Central without the need for any programming skill.

Key Features

• extends Beyond Document Designer for handling Service Reports
• Custom Design: Add company image, add a report footer (for bank information) and if needed add a watermark image for proforma invoices
• Field Descriptions: Update field labels effortlessly, such as changing “Service Quote” to “Quote,” without needing to write source code.
• Text & Field Options: Display standard fields and position them in various orders within your report.

Miscellaneous

• Use placeholders to pull header field values into free-text sections, customizable by language.
• Preview changes instantly.
• Translate captions into any language for tailored communication.

Benefits of Beyond Document Designer

• Professional and standardized layouts for reports
• Easy management of report formatting and content
• Instant preview functionality for quick revisions
• Flexible customization

Customize the following Report Templates:

Service

• Quote
• Order
• Item Worksheet
• Shipment
• Invoice
• Credit Memo
• Warranty Claim