There's this text in the Word document: Enter the user number.Here's an example of what happens when you export a document that contains unsupported characters. Greater than symbol also used to indicate the end of an HTML element This table describes the characters not supported for document export. This behavior is by design to support compatibility across products between Dynamics, Excel, Word, and Adobe PDF. When these characters are in a document, the document exports successfully but the fields and text that contains the characters between the unsupported character(s) are removed. Some characters don't export correctly in documentsĬertain characters and sets of characters aren't supported in document export. Similarly, if you add an image to an entity form, follow this process to upload the image to the Word template. In this example, we're selecting the Appointment entity. In the solution explorer, under Components, expand Entities, and then select the entity. Go to Settings > Customizations > Customize the System.
In the following example, we add an EntityImage for a Discuss contract renewal appointment. To show an image for entities that don't have an EntityImage by default, you create an image field for the entity, upload the entity image to a record, and then add the entity image to the Word template. However, for other out-of-the-box (such as Quote, Business Unit, Appointment, and Email) and custom entities, EntityImage isn't available. I'm unable to see an entity image in a Word template for certain out-of-the-box and custom entities Reasonīy default, only a few out-of-the-box entities-such as Account, Contact, Opportunity, Order, Invoice, Product, Lead, Goal, and Territory-include an EntityImage value for the Primary Image field, which you can use to upload the image to a Word template. Using WINSCP and a task to upload or download files from an SFTP siteĬATEGORIES TAGS Business Central CRM D365 Business Central Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News error Error Message Events Excel Excel Report Builder Extender Flexicoder GP integration Map Microsoft dynamics crm Microsoft Dynamics GP Navigation List Builder Office Relationships Partner All Hands Call Popdock promotions release SalesForce SmartConnect SmartConnect.This article helps you troubleshoot and resolve issues related to Word templates. The server process could not be started because the configured identity is incorrect.
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