New Dynamics AX – Pimp up your form-letters with document branding

The New Dynamics AX never stops to surprise me, and every day I find new possibilities and solutions. Microsoft have made available a new set of form letters, like purchase order, sales confirmation, invoice etc, and installing them is optional. What is new is that they are much nice and modern, but they are missing country specific requirements. Microsoft is calling them “Modern reports”, and you can read about them here.

But the main topic of this blog is about how to pimp-up your form letters, with document branding. The following report is the Purchase order in modern design, and where I have added a logo and some colors.

The menu item for controlling this is found under Organization à Setup à Document branding

We have the following menu items;

Document brands, is just the identifier, like company ID etc.

Document images is a container for logoes etc,

The Brand details is where we can override per formletter and design, and select colors, and override addresses and contact information.


 

I expect Microsoft have much more coming, so stay tuned J

Advertisements

3 thoughts on “New Dynamics AX – Pimp up your form-letters with document branding

  1. Hi Kurt, Good Stuff.

    Although i can’t get these working by following your instructions… Am i missing something?
    I tried document branding on report name: sales invoice and report design name: Report. Tried printing invoice and got the old invoice.

    Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s