Startup with Dynamics 365 Business Central
DocuFlow and DocuBuilder have a far-reaching integration with Dynamics 365 Business Central. The following describes what needs to be done in Business Central in DocuBuilder to set up this link.
This chapter is designed for users who want to link DocuBuilder and DocuFlow to Microsoft Dynamics 365 Business Central for the first time.This quickstart includes the step-by-step plan:
Install DocuBuilder App from Business Central's Appstore.
Link between DocuBuilder and Business Central
Create users
Start standard environment
Fine-tuning of layout
Description of the standard installation with 3 standard house styles and many example templates
Table of Contents
- Step 1. Download and install the DocuBuilder App from the Microsoft AppSource.
- Step 2. Connect DocuBuilder to Business Central
- Step 3. Creating users for DocuBuilder
- Step 4. Installing DocuBuilder in MS-Word (manage templates & edit generated documents)
- Step 5. Generate a document from Business Central and choose a corporate identity
- Step 6. Fine tuning the Lay-out
- Install the DocuBuilder App for Business Central - On Premise
- DocuBuilder - standard installation
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