Creating a Dynamics AX document template within Word
Once you have a document data source registered with Dynamics AX, you can start using it as a data source within Word documents and templates. This process is similar to creating a mail merge document using Outlook, and only then you can use all of the data in Dynamics AX.
In this recipe, we will show how you can use a document data source within Word to create a custom template report.
Getting ready
Before you start, make sure that you have installed the Office Add-Ins that are part of the standard Dynamics AX 2012 setup. If you don't have this already installed, you will need to run the Microsoft Dynamics AX Setup and install the Office Add-ins feature from within the Microsoft Dynamics AX components group. You may need to get help from your system administrator for this.
How to do it...
To create a new document template in Word, follow these steps:
When you open up Word, you will notice that you have a Dynamics AX ribbon bar, in addition...
