In the report selection page, you would fill in the Report ID, mark “Use for Email Body” as TRUE, and choose the correct Email Body Layout through the lookup in the “Email Body Layout Description” field. For the example “Sales – Invoice,” you would navigate to the “Report Selection – Sales” page. To choose a custom email body template for a report, you assign it in the Report Selection page. ***Note: If you assign a “Company” to the layout in the Custom Report Layout page, you will only be able to see that layout as an option in the same company when you try to assign from the Report Layout Selection page. Change the Selected Layout to “Custom Layout,” and you will have the option to choose the custom layout from a lookup to the “Custom Report Layout” table for that same Report ID. To change the layout used on a selected report, open the “report layout selection” page, and search for your report name (or Report ID if you know it). Now that your custom layout exists, you’ll need to assign the layout to the correct report. Wave is a full-featured accounting app with all the tools you need to track your businesss income and expenses. Wave (Web, iOS, Android) You could have two separate toolsone for invoicing and one for accountingbut with Wave, you get both in one package. #MICROSOFT HOME AND BUSINESS EMAIL INVOICES SOFTWARE#
Once your layout is formatted just the way you like it, import to your custom report! Best free invoice software for all-in-one invoicing and accounting for small businesses. The field values typically sound like the field name where the data is stored. Keep in mind that if you modify an existing layout or create your own, you’ll want to keep the field values intact for your data to print correctly. After exporting the layout, you will need to open Word to modify it. Once your copy of the report layout exists, you can modify the description, export the layout to make changes, or import a new layout altogether. To create your own, choose “Copy” in the top left corner, and the system will generate a “Copy of…” record, where the “Built In” value is set to false. 
**The system will not allow you to modify a “built in” report layout.In the custom report layouts page, you can modify an existing layout or import a new layout.Let’s get into the details of what’s required: 1. Assign the email body template in “Report Selection – Sales” (or where appropriate).Assign the report layout in “Report Layout Selection.”.Ensure the layouts exist in Custom Report Layouts (both the report layout and the associated Email Body Template ).Here’s how… 3 Steps to Setting up custom report layouts and email body templates Want to add your logo or your business motto to your communication? There are essentially three parts to setting up customer report layouts and email templates in Dynamics 365 Business Central. One easy way you can do this is to customize the report layouts for invoices and emails you send to your customers.
Now that you have Dynamics 365 Business Central up and running, you may want to start customizing the way you present yourself to the outside world.
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