New Dynamics AX – Pimp up your form-letters with document branding

The New Dynamics AX never stops to surprise me, and every day I find new possibilities and solutions. Microsoft have made available a new set of form letters, like purchase order, sales confirmation, invoice etc, and installing them is optional. What is new is that they are much nice and modern, but they are missing country specific requirements. Microsoft is calling them “Modern reports”, and you can read about them here.

But the main topic of this blog is about how to pimp-up your form letters, with document branding. The following report is the Purchase order in modern design, and where I have added a logo and some colors.

The menu item for controlling this is found under Organization à Setup à Document branding

We have the following menu items;

Document brands, is just the identifier, like company ID etc.

Document images is a container for logoes etc,

The Brand details is where we can override per formletter and design, and select colors, and override addresses and contact information.


I expect Microsoft have much more coming, so stay tuned J

I appreciate that I can be a part of this worldwide blog community—as a consultant working from Norway, the blog lets me share more than 20 years of experience with Microsoft Dynamics 365. Along the way, I participated in developing retail, PDA/RF, barcoding, master data, kitting and WMS-solutions for Dynamics. My blog focuses on my deepest interests and expertise: along with a 360 degree view of digital transformation topics, I welcome opportunities to dive into retail and intercompany supply chain automation, logistics, and production—everything that is moving around in a truly connected enterprise. As Enterprise Architect on Dynamics 365, I specialize in strategic development and planning for corporate vertical solutions and works to build international networks that increase knowledge and understanding for Dynamics 365. As an advocate for both providers and customers, I'm committed to ensure that customers constantly changing needs are meet, and I see community as key for increasing expertise. I welcome you to connect with me.

7 comments on “New Dynamics AX – Pimp up your form-letters with document branding

  1. Pingback: #Dyn365FO POS发票支付 / POS Invoice Pay #Dyn365FO – ww12345678 的部落格 | AX Helper

  2. Oops, sorry. wrong page…


  3. Hi Kurt

    This is the second time I’ve heard of this. But Microsoft says that since the VM’s are paid for on an annual basis this won’t reduce costs. Is MSoft wrong, or did they change the pricing model since this was written so that this no longer works.



  4. Hi Kurt, Good Stuff.

    Although i can’t get these working by following your instructions… Am i missing something?
    I tried document branding on report name: sales invoice and report design name: Report. Tried printing invoice and got the old invoice.


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