Sales quote document type setup

This video is part of a series to publish the sales quotation to MS Word. To do this you will need the AIF web service published and create a template with the AX Office-Addin. This video is the 3 in the series to do the final setup of setting up the SharePoint library and the document handling for publishing and storing the documents.

 

The previous post is here.

https://organicax.com/2014/09/10/sales-quote-list-page-setup-for-publishing-quote-to-ms-word/

As well you will need the AIF SalesQuotation service published to use this but you can find a video here on how to do that.

https://organicax.com/2014/09/10/setting-up-sales-quotation-for-access-via-aif/

If you want a copy of the word document template used in the video you can find that here

Link updated 2016/07/21

https://1drv.ms/f/s!AjyKH96OSFD9bZPJCFicohI4Epg

 

 

Cheers

Lachlan

 

16 responses to “Sales quote document type setup

  1. Pingback: Sales quote list page setup for publishing quote to MS Word | OrganicAX·

  2. hai can share me the file in the OneDrive again or email to my mailbox . I need to download to lead it .. Thank your

    Like

  3. Please email me the Template document as I cannot download it from OneDrive. I do not see the Service data source available for me to select when creating the template document.

    Cheers
    Kevin

    Like

  4. Pingback: Creating a sales quote with Word | OrganicAX·

  5. Pingback: Creating a sales quote with Word - Microsoft Dynamics AX Community·

  6. Pingback: Creating a sales quote with Word - OrganicAX - Microsoft Dynamics AX - Dynamics AX Users - DUG·

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