Dynamics Documents

Customise Documents in Microsoft Dynamics 365 Business Central

Dynamics Documents gives you full control over your Business Central documents without the need for bespoke development.

It provides professionally designed layouts for all standard documents and allows you to easily customise headers, footers, fields, formatting, and presentation through simple configuration. This means you can adapt documents to meet branding, customer, or compliance requirements quickly—without raising development requests or incurring ongoing customisation costs.

Key Features

• Ready‑to‑Use Professional Layouts - Access a full suite of pre‑designed, modern layouts for all standard Business Central documents — including invoices, orders, quotes, credit memos, and statements.
• Document Customisation without development - Easily tailor headers, footers, captions, fields, colours, and formatting through simple configuration screens.
• Flexible Data Mapping - Choose which fields appear on your documents, pull values from related tables, and map data dynamically without modifying core reports.
• Conditional Display Logic - Show or hide fields such as bank details, location codes, contact information, or compliance text based on transaction type, country, or other conditions.
• Customisable Formatting Options - Control fonts, sizes, colours, line styles, and spacing to align documents with your brand identity.
• Reusable Setup Templates - Create a configuration once and copy it across multiple document types or layouts, ensuring consistency while reducing setup time.
• Configurable Date Formats - Select from predefined date formats or configure your own to match customer, regional, or audit requirements.
• Fully Managed Inside Business Central - All setup pages, formatting options, and configuration tools are built directly into Business Central for a seamless user experience.

Business Benefits

· Eliminates repeated document customisation requests

· Reduces long‑term development and support costs

· Makes it easy to respond to branding or compliance changes

· Provides consistency across all standard Business Central documents

· Puts control back in the hands of the business, not developers

Pricing

This app is available with a 30-day free trial.

Prerequisites

All Dynamics Apps require Dynamics Center to be installed. Dynamics Center is our core foundation app that enhances Business Central functionality and provides shared capabilities across the Dynamics App Suite.

About Dynamics Apps

Dynamics Documents is part of the Dynamics App Suite, a collection of apps designed to extend and enhance Microsoft Dynamics 365 Business Central with practical, scalable functionality.