Why use a template?

Templates save time and keep your emails consistent. Instead of typing the same message again and again, you can prepare it once and reuse it.


Steps to Create a Template

  1. In Business Central, select the search icon, type “Word Templates,” and open the Word Templates page.

 

  1. Choose New à Create a Template to begin the guided setup.

 

 

  1. Select Your Data Source: 
  • By default, the Contact table is chosen. To use other data (like Customer or Vendor), click Add New Entity.

 

  • Select the table you need (e.g., Customer) & Click Next. 

 

 

 

  1. Download the Template Package (Optional)
    • Business Central generates a ZIP file.
      1. It contains: Word document (.docx) — the template you’ll edit. 
      2. A data source file (.xml) — defines available fields.

      • Right‑click the ZIP → Extract All.
      • Make sure no other Word documents are open before editing.

  1. Design Your Email in Word
  • Open the Word document.
  • When prompted with a message like “Opening this document will run an SQL command to retrieve data”, click Yes to allow Word to load the data fields

 

  • Go to the Mailings tab.
  • Use Insert Merge Field to add details like name, balance, or email address.

Example:

6. Save and Upload Back

  • Save the Word file.
  • Go back to Business Central → Word Templates page.
  • Upload the file.

  • System will show the details of uploaded template, click next. On the next screen enter code, name, language and click next and then finish