how to create a bookmark in word template

Type a name for the bookmark, and then click Add. Place the cursor where data should be inserted from Microsoft Dynamics AX, and then click Insert > Bookmark. In the new template, add the text and graphics that should appear in all new documents that you base on the template. Create a new Word templateįrom the Start menu on your computer, click All Programs > Microsoft Office > Microsoft Office Word. Then you set up the document type by linking the document type to the template and adding the data fields that should be transferred to the individual bookmarks.

For example, you can transfer the address and contact information for a customer to the letter header in a Microsoft Word document when you create a new letter for that customer.īefore you begin, you must create a Word template that contains bookmarks where the data should be inserted. To do this, you create a template that contains some standard text and some bookmarks where the data is to be inserted. When you create a new document, you can transfer data from tables in Microsoft Dynamics AX to bookmarks in the new document. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.Īpplies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012 For the latest documentation, see Microsoft Dynamics 365 product documentation.

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How to create a bookmark in word template