Document Layout Customization in Business Central

Learn how to modify, format, and assign custom Word and Excel report layouts in Business Central to match your organization's brand identity.

โฑ 59 min ๐Ÿ“š 4 lessons ๐ŸŽง Audio version

About this course

Every business needs its invoices, quotes, and customer statements to look professional and align perfectly with its brand guidelines. This text-based course teaches you how to tailor document layouts in Business Central without needing complex developer tools. You will transition from using plain, default templates to designing and deploying custom document layouts that elevate your company's external communications. What you'll learn: 1. Understand the core terminology of Business Central reporting and layout types. 2. Modify Word-based document templates to adjust fonts, tables, and company logos. 3. Utilize modern Excel layouts for data-heavy financial reports and analysis. 4. Configure report selections to ensure the system uses your custom designs automatically. 5. Apply best practices for testing and importing layout files safely. The course starts with foundational concepts of report administration before guiding you through step-by-step written explanations for editing Word and Excel templates. You will then learn how to map these layouts to specific customer or vendor documents. This course is designed for beginners, business analysts, and system administrators who want to customize documents without writing complex code. No prior programming experience is required. Start reading today to take full control of your business documentation.

What you'll get

  • ๐Ÿ“œ Certificate of completion
    Add it to your LinkedIn profile
  • ๐Ÿ’ฌ Personal AI tutor
    Stuck on a lesson? Ask your built-in tutor anything, any time.
  • ๐ŸŽง Audio version included
    Learn on the go โ€” no screen needed
  • โ™พ๏ธ Lifetime access
    Come back anytime, no expiry
  • ๐Ÿ“ฑ Phone or computer
    Works anywhere, any device
  • ๐Ÿ’ธ 30-day refund
    No questions asked
  • โšก Short & focused
    59 min of practical content

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Frequently asked

What do I need to take this course? +

Just a phone or computer with internet. No installs, no special hardware.

How do I pay? +

By card via Stripe, or with cryptocurrency. We do not store card details โ€” Stripe handles them securely.

Can I get a refund? +

Yes โ€” full refund within 30 days, no questions asked.

How long will I have access? +

Forever. Once you purchase, the course is yours to revisit anytime.

Will I get a certificate? +

Yes. On completion you'll receive a certificate you can add to your LinkedIn profile.

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