Use the Microsoft Office Word Add-In to Create a Source Document Template for Microsoft Dynamics AX 2012 WHITEPAPER

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Use the Microsoft Office Word Add-In to Create a Source Document Template for Microsoft Dynamics AX 2012 WHITEPAPER"

Transcription

1 Use the Microsoft Office Word Add-In to Create a Source Document Template for Microsoft Dynamics AX 2012 WHITEPAPER

2 Microsoft Office Word Add-Ins Whitepaper Junction Solutions documentation 2012 All material contained in this documentation is proprietary and confidential to Junction Solutions, Inc and subject to the nondisclosure provisions of the applicable Junction Solutions, Inc agreement. This material is for informational purposes only. Junction Solutions, Inc is not liable for any damages in connection with the use of this information. No part of this documentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, including, but not limited to, electronic, graphic, mechanical, photocopying, recording, or otherwise without the prior written permission of Junction Solutions, Inc. This documentation is subject to change without notice, and Junction Solutions, Inc does not warrant that the material contained in this documentation is free of errors. Any errors found in this document should be reported to Junction Solutions, Inc in writing. Most of the content in this whitepaper is taken from the Enterprise Search topic on TechNet. For the full Enterprise Search guide on TechNet, refer to Proprietary and Confidential Page 2 of

3 Microsoft Office Word Add-Ins Whitepaper Introduction... 4 Scenario... 4 Expose Microsoft Dynamics AX Data to the Microsoft Office Add-Ins... 5 Demonstration: Create a Document Data Source... 5 Create a Word Template with Place Holders for Microsoft Dynamics AX Data... 6 Demonstration: Create a Data Connection... 6 Demonstration: Add Static Data to the Template... 9 Demonstration: Add Place Holders to the Template Demonstration: Add Lines with Labels to the Template Demonstration: Test the Template Demonstration: Filter the Data and Populate the Template Demonstration: Save the Template to the SharePoint Template Library Document Types Demonstration: Create a Document Type Generate a Document from a Template Demonstration: Generate a Return Order Document Proprietary and Confidential Page 3 of

4 Introduction This hands-on-lab reviews how to use the Microsoft Office Word Add-Ins to create a template for vendor returns. This lab demonstrates how System administrators or Super- Users can use the add-ins to create a template and map the template to a specific source document. You can use the Microsoft Office Add-Ins to create word document templates that will be populated with system data from a source document, such as a purchase order. The template can then be made available directly from the Purchase order form so that users can quickly and easily create a new document with specific information related to the selected purchase order. Scenario Susan, the Accounts Payable Manager, has noticed many inconsistencies in the vendor return process. These inconsistencies and lack of data for certain returns is causing the refunds for certain vendor returns to be delayed or even denied because the proper information is not provided to the vendor when the products are returned. She has decided that this process needs to be reviewed and a document template for vendor returns should be created. The new vendor return document template will include all the necessary information that is required by the vendors to process a return in a timely manner. Proprietary and Confidential Page 4 of

5 Expose Microsoft Dynamics AX Data to the Microsoft Office Add-Ins Before you can use the Microsoft Office Add-Ins to create word document templates you must decide what data you want to expose through the Add-In. When you expose data, either through a service or a query, the system uses the Role-based security model to control the access to the data. To expose data for use in Word, you must first create a document data source. Demonstration: Create a Document Data Source This demonstration show you how to create a document data source that will expose purchase order data in the Microsoft Office Add-In. 1. Open Organization administration > Setup > Document management > Document data sources. 2. Click New, to create data source. 3. In the Module drop-down box, select Purchase orders. 4. In the Data source type field, select Query. 5. In the Data source name field, select PurchTableDocument. 6. Click Activate to enable the new data source for use. 7. Click Close to exit the form. Document Data Sources Form Proprietary and Confidential Page 5 of

6 Create a Word Template with Place Holders for Microsoft Dynamics AX Data You can create documents in Microsoft Office Word that follow certain layouts and templates. Many online templates are available that can be used to have a uniform look and feel to the documents that you use in your business. Templates are useful when you have static data or layouts for a certain document. When you use Microsoft Office Word templates in combination with the Microsoft Dynamics Office Add-In, you can remove some of the manual work that is required to populate a document with data. The add-in enables you to create place holders for Microsoft Dynamics AX data. These place orders can then be populated with actual data from a source document to eliminate the time that is otherwise required when using a template. For example, you can create a template that includes place holders for the vendor name and vendor account number, as well as information about a product. When this document template is enabled for a purchase order and a document is generated for a specific purchase order the template will replace the place holder with the actual vendor name, account number, and product information. Demonstration: Create a Data Connection This demonstration shows you how to create a connection to Microsoft Dynamics AX 2012 from Microsoft Office Word for the Document data source that was created in the earlier topic. 1. Click Start > All programs > Microsoft Office > Microsoft Word In the new Word document window, click the Dynamics AX tab on the Action Pane. 3. Click Connection in the Server group of the Action Pane. Microsoft Dynamics AX Connection Settings Form 4. In the Default Account Structure field, select Account Structure, and then click OK. 5. Click Add Data in the Server group of the Action Pane. Proprietary and Confidential Page 6 of

7 6. Select the check box next to the Purchase Orders PurchTableDocument data source, and then click OK. Add Data Form 7. Verify that the Microsoft Dynamics AX data pane is now open on the left side of the window. Proprietary and Confidential Page 7 of

8 Microsoft Dynamics AX Pane Note: If you close this pane, it can be reopened by clicking Add Data and selecting the data source, and then clicking OK. Proprietary and Confidential Page 8 of

9 Demonstration: Add Static Data to the Template This demonstration shows you how to add static data and formatting to the template. Static data is fixed and will not change each time that a document is generated from this template. Examples of static data on the template may include your company name, address, and logo. It might also include some notes or instructions that you want to include each time the document is generated. Note: This example starts from a blank word document. However, there are many different word templates with static text and formatting available on the Office.com site. 1. In the blank word document with a data connection that you created add the company name, address, phone number and fax number. Use the following screen sheet as a sample. You can use the font, font size and other standard word formatting tools to change the appearance. Word Document Sample with Company Information Note: This example uses Arial Black for the company name and Arial for the remaining text. 2. Next add a column to the document by using the Columns button on the Page Layout tab of the Action Pane. Then add some static text for the document name, Original purchase order, and RMA number. Proprietary and Confidential Page 9 of

10 Word Document Sample with Basic Document Information Note: This example uses a table with two columns and no borders for the Original PO Number and RMA number fields. To insert a table, click the Table button on the Insert tab of the Action Pane. To remove the borders on the table, use the Borders icon on the Home page of the Action Pane. Proprietary and Confidential Page 10 of

11 Demonstration: Add Place Holders to the Template This demonstration shows you how to add place holders for data to the template. Place holders are used to automatically populate the template with data from the source document. Examples of place holders include purchase order number, vendor information, item information, and so on. 1. Insert a placeholder for the purchase order number by setting the cursor in the field that you created earlier for the Purchase order number. 2. Select Purchase order from the Microsoft Dynamics AX Pane. 3. Then click Insert as value in the toolbar on the Microsoft Dynamics AX Pane. Insert a Place Holder for Purchase Order Number 4. Next, insert a placeholder for the RMA number by setting the cursor in the field that you created earlier for the RMA number. 5. Select RMA number from the Microsoft Dynamics AX Pane. 6. Then click Insert as value in the toolbar on the Microsoft Dynamics AX Pane. Insert a Place Holder for RMA Number Proprietary and Confidential Page 11 of

12 Demonstration: Add Lines with Labels to the Template This demonstration shows you how to create a table that will be used for outputting the lines of the purchase order. The table will include two rows, one for the header and one for the lines. The header will include place holder with labels. The second row in the table will include place holders for the purchase order lines. 1. Before you can insert a table for the lines, you must insert a Continuous break at the end of the header section. Do this by setting the cursor below the RMA Number and then click the Page Layout tab on the Action Pane. 2. Click Breaks > Continuous. Then set the alignment to Left justified and set the font to Arial and the font size to 11 on the Home tab. 3. To insert the table for the lines, click the Insert tab on the Action Pane. 4. Click Table and then draw a 5x2 table. Insert a 5x2 Table 5. Set the cursor in the first cell of the table. 6. In the Microsoft Dynamics AX Pane, scroll to the very bottom and expand the Purchase order line node. 7. Scroll down and select Item number from the list, and then click Insert as label. Insert a Label for Item Number Proprietary and Confidential Page 12 of

13 8. Set the cursor in the cell below the Item number label. 9. Select Item number from the Microsoft Dynamics AX Pane, and then click Insert as column. Insert a Column for Item Number Note: Continue adding static text, placeholders, and formatting the template until you have added all the data that is required. Proprietary and Confidential Page 13 of

14 Demonstration: Test the Template This demonstration shows you how to populate the template with data from a record to test the format. 1. Before you can populate the document with data, you must save it. Save the document by clicking the Save icon. 2. On the Save As form, type Return Order Template in the File name field, and then click Save. 3. Click the Dynamics AX tab on the Action Pane. 4. Click Merge Document in the Data group of the Action Pane. Merged Purchase Order Note: A new window will open with the template populated for the first purchase order in the system. 5. Close the document that is populated with data, and do not save the data. Proprietary and Confidential Page 14 of

15 Demonstration: Filter the Data and Populate the Template This demonstration shows you how to filter the data in the report for a specific purchase order and repopulate the template. 1. In the Return Order Template.docx document, click the Dynamics AX tab in the Action Pane, and then click Filter in the Data group of the Action Pane. 2. Click Add Condition. 3. In the Criteria field, type Click OK. 5. Click the Save icon, and then click the Merge Document button. 6. Close the Return Order Template.docx document. Filter Results Form Proprietary and Confidential Page 15 of

16 Demonstration: Save the Template to the SharePoint Template Library This demonstration shows you how to upload the template into the template library on the Enterprise Portal website. 1. Open Internet Explorer, by clicking the icon in the Taskbar. 2. When the Enterprise Portal site opens, click Site Actions > New Document Library. 3. In the Create form, type PurchaseTemplate in the Name field. 4. In the Description field, type Purchase order templates. 5. Select No in the Display this document library on the Quick Launch? group. 6. Click Create. 7. On the PurchaseTempate page, click Add document. 8. On the PurchaseTempate Upload Document dialog box, click Browse. 9. On the Choose File to Upload form, click Documents in the left pane. 10. Select the Return Order Template.docx file from the right pane, and then click Open. 11. On the PurchaseTemplate Upload Document dialog box, click OK. 12. Close Internet Explorer. Proprietary and Confidential Page 16 of

17 Document Types Once you have created a document template and saved it into the template library, you must create a document type in Microsoft Dynamics AX The document types are used to map the template to the source document. Demonstration: Create a Document Type This demonstration shows you how to create a new document type to map the Return Order Template document to purchase orders. 1. Open Organization administration > Setup > Document management > Document types. 2. Click New to create a new template. 3. In the Type field, type PO. 4. In the Name field, type Purchase order templates. 5. In the Class field, select Template library. 6. In the Group field, select Document. 7. In the Archive directory field, type C:\ Document Types Form Proprietary and Confidential Page 17 of

18 8. Collapse the General FastTab. 9. In the Document Library field at the bottom of the Document templates FastTab type 10. Click Synchronize, and then close the Infolog window that confirms one template is synchronized. 11. Click Activate, and then close the Document types form. Document Types Form Proprietary and Confidential Page 18 of

19 Generate a Document from a Template After you have activated a document type, you can begin to use it for the source document it is linked to. Demonstration: Generate a Return Order Document This demonstration show you how to generate a return order document based on the template that you created for a return purchase order. 1. Open Procurement and sourcing > Common > Purchase orders > All purchase orders. 2. Select purchase order from the list. 3. Click Generate from template > Return order template in the Attachments group of the Action Pane. 4. Microsoft Office Word opens with the template populated for the purchase order you selected. You can modify the information, save a copy, or send the document to the vendor. When you are finished, close the window. Note: You can create many different templates for the same source document. Note: This demonstration showed how to create a template from an empty word document. It is recommended to use templates available from Office.com as a starting point for your document. Proprietary and Confidential Page 19 of

Security Development Tool for Microsoft Dynamics AX 2012 WHITEPAPER

Security Development Tool for Microsoft Dynamics AX 2012 WHITEPAPER Security Development Tool for Microsoft Dynamics AX 2012 WHITEPAPER Junction Solutions documentation 2012 All material contained in this documentation is proprietary and confidential to Junction Solutions,

More information

14 Configuring and Setting Up Document Management

14 Configuring and Setting Up Document Management 14 Configuring and Setting Up Document Management In this chapter, we will cover the following topics: Creating a document type Allowing document types on locked records Creating a document data source

More information

MICROSOFT WORD: MAIL MERGE

MICROSOFT WORD: MAIL MERGE SIU Medical Library / Department of Information and Communication Sciences MICROSOFT WORD: MAIL MERGE MICROSOFT WORD 2010 OVERVIEW Mail Merge allows you to automatically merge a list of variable information,

More information

Search help. More on Office.com: images templates. Here are some basic tasks that you can do in Microsoft Excel 2010.

Search help. More on Office.com: images templates. Here are some basic tasks that you can do in Microsoft Excel 2010. Page 1 of 8 Excel 2010 Home > Excel 2010 Help and How-to > Getting started with Excel Search help More on Office.com: images templates Basic tasks in Excel 2010 Here are some basic tasks that you can do

More information

Microsoft Access 2010 handout

Microsoft Access 2010 handout Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant

More information

WORD 2013 GETTING STARTED

WORD 2013 GETTING STARTED WORD 2013 GETTING STARTED Information Technology September 1, 2014 1 P a g e 1 Word 2013 2 3 4 5 1. Quick Access Toolbar contains shortcuts for the most commonly used tools. 2. Backstage View Contains

More information

Appendix A How to create a data-sharing lab

Appendix A How to create a data-sharing lab Appendix A How to create a data-sharing lab Creating a lab involves completing five major steps: creating lists, then graphs, then the page for lab instructions, then adding forms to the lab instructions,

More information

Mail Merge Creating Mailing Labels 3/23/2011

Mail Merge Creating Mailing Labels 3/23/2011 Creating Mailing Labels in Microsoft Word Address data in a Microsoft Excel file can be turned into mailing labels in Microsoft Word through a mail merge process. First, obtain or create an Excel spreadsheet

More information

Mail Merge Creating Mailing Labels 3/28/2011

Mail Merge Creating Mailing Labels 3/28/2011 Creating Mailing Labels in Microsoft Word Address data in a Microsoft Excel file can be turned into mailing labels in Microsoft Word through a mail merge process. First, obtain or create an Excel spreadsheet

More information

To reuse a template that you ve recently used, click Recent Templates, click the template that you want, and then click Create.

To reuse a template that you ve recently used, click Recent Templates, click the template that you want, and then click Create. What is Excel? Applies to: Excel 2010 Excel is a spreadsheet program in the Microsoft Office system. You can use Excel to create and format workbooks (a collection of spreadsheets) in order to analyze

More information

Inventory Value Report for Microsoft Dynamics AX WHITEPAPER

Inventory Value Report for Microsoft Dynamics AX WHITEPAPER Inventory Value Report for Microsoft Dynamics AX WHITEPAPER Inventory Value Report Whitepaper Junction Solutions documentation 2012 All material contained in this documentation is proprietary and confidential

More information

To export data formatted for Avery labels -

To export data formatted for Avery labels - Information used to create labels in the Client Data System (CDS) can be exported out of CDS and used to create labels in Microsoft Word, making it possible to customize the font style, size, and color.

More information

Maximizing the Use of Slide Masters to Make Global Changes in PowerPoint

Maximizing the Use of Slide Masters to Make Global Changes in PowerPoint Maximizing the Use of Slide Masters to Make Global Changes in PowerPoint This document provides instructions for using slide masters in Microsoft PowerPoint. Slide masters allow you to make a change just

More information

Sample- for evaluation purposes only! Advanced Word. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc.

Sample- for evaluation purposes only! Advanced Word. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2013 Advanced Word TeachUcomp, Inc. it s all about you Copyright: TeachUcomp, Inc. Phone: (877) 925-8080 Web: http://www.teachucomp.com

More information

Excel 2010: Create your first spreadsheet

Excel 2010: Create your first spreadsheet Excel 2010: Create your first spreadsheet Goals: After completing this course you will be able to: Create a new spreadsheet. Add, subtract, multiply, and divide in a spreadsheet. Enter and format column

More information

MICROSOFT ACCESS 2007 BOOK 2

MICROSOFT ACCESS 2007 BOOK 2 MICROSOFT ACCESS 2007 BOOK 2 4.1 INTRODUCTION TO ACCESS FIRST ENCOUNTER WITH ACCESS 2007 P 205 Access is activated by means of Start, Programs, Microsoft Access or clicking on the icon. The window opened

More information

Excel 2007. Getting Started The Excel Window u v w. Microsoft QUICK Source

Excel 2007. Getting Started The Excel Window u v w. Microsoft QUICK Source Microsoft QUICK Source Excel 2007 Getting Started The Excel Window u v w x y z { u Quick Access Toolbar contains shortcuts for the most commonly used tools. v Microsoft Office Button contains common file

More information

Getting Started with Access 2007

Getting Started with Access 2007 Getting Started with Access 2007 1 A database is an organized collection of information about a subject. Examples of databases include an address book, the telephone book, or a filing cabinet full of documents

More information

Access Getting Started The Access Window

Access Getting Started The Access Window Microsoft QUICK Source Access 2007 Getting Started The Access Window u v w x y z Creating a Database Based on a Template When you create a database based on a template, preformatted tables, queries, forms,

More information

Microsoft Office Word 2013

Microsoft Office Word 2013 Microsoft Office Word 2013 The Start screen makes it easier for you to create documents. Navigating the Word 2013 Ribbon Simple: Creates a new query by enabling you to select fields from one or more tables

More information

What is a Mail Merge?

What is a Mail Merge? NDUS Training and Documentation What is a Mail Merge? A mail merge is generally used to personalize form letters, to produce mailing labels and for mass mailings. A mail merge can be very helpful if you

More information

Multiple Aligned Column Headers in Lists and Crosstabs

Multiple Aligned Column Headers in Lists and Crosstabs Tip or Technique Multiple Aligned Column Headers in Lists and Crosstabs Product(s): IBM Cognos 8 Area of Interest: Report Design Multiple Aligned Column Headers in Lists and Crosstabs 2 Copyright Copyright

More information

Learn how to create web enabled (browser) forms in InfoPath 2013 and publish them in SharePoint 2013. InfoPath 2013 Web Enabled (Browser) forms

Learn how to create web enabled (browser) forms in InfoPath 2013 and publish them in SharePoint 2013. InfoPath 2013 Web Enabled (Browser) forms Learn how to create web enabled (browser) forms in InfoPath 2013 and publish them in SharePoint 2013. InfoPath 2013 Web Enabled (Browser) forms InfoPath 2013 Web Enabled (Browser) forms Creating Web Enabled

More information

Create a Simple Website. Intel Easy Steps 1 2012 Intel Corporation All rights reserved.

Create a Simple Website. Intel Easy Steps 1 2012 Intel Corporation All rights reserved. Create a Simple Website Intel Easy Steps 1 2012 Intel Corporation Website Creating a Simple Website As more and more people are using the Internet to get information, it has become very important for businesses

More information

Planning and Managing Projects with Microsoft Project Professional 2013

Planning and Managing Projects with Microsoft Project Professional 2013 Project management deliverables (e.g. reports); WBS deliverables can be used for report timing Steps to Create a Project from an Existing Template: 1. Click File then New. 2. Select any of the featured

More information

Creating Personal Web Sites Using SharePoint Designer 2007

Creating Personal Web Sites Using SharePoint Designer 2007 Creating Personal Web Sites Using SharePoint Designer 2007 Faculty Workshop May 12 th & 13 th, 2009 Overview Create Pictures Home Page: INDEX.htm Other Pages Links from Home Page to Other Pages Prepare

More information

AvePoint Tags 1.1 for Microsoft Dynamics CRM. Installation and Configuration Guide

AvePoint Tags 1.1 for Microsoft Dynamics CRM. Installation and Configuration Guide AvePoint Tags 1.1 for Microsoft Dynamics CRM Installation and Configuration Guide Revision G Issued August 2014 Table of Contents About AvePoint Tags for Microsoft Dynamics CRM... 3 Required Permissions...

More information

Word 2010: Mail Merge to Email with Attachments

Word 2010: Mail Merge to Email with Attachments Word 2010: Mail Merge to Email with Attachments Table of Contents TO SEE THE SECTION FOR MACROS, YOU MUST TURN ON THE DEVELOPER TAB:... 2 SET REFERENCE IN VISUAL BASIC:... 2 CREATE THE MACRO TO USE WITHIN

More information

MICROSOFT ACCESS 2003 TUTORIAL

MICROSOFT ACCESS 2003 TUTORIAL MICROSOFT ACCESS 2003 TUTORIAL M I C R O S O F T A C C E S S 2 0 0 3 Microsoft Access is powerful software designed for PC. It allows you to create and manage databases. A database is an organized body

More information

ProperSync 1.3 User Manual. Rev 1.2

ProperSync 1.3 User Manual. Rev 1.2 ProperSync 1.3 User Manual Rev 1.2 Contents Overview of ProperSync... 3 What is ProperSync... 3 What s new in ProperSync 1.3... 3 Getting Started... 4 Installing ProperSync... 4 Activating ProperSync...

More information

CREATING A MAIL MERGE CREATING A MAIL MERGE DOCUMENT. Creating a Mail Merge Complete the following steps to create a Mail Merge.

CREATING A MAIL MERGE CREATING A MAIL MERGE DOCUMENT. Creating a Mail Merge Complete the following steps to create a Mail Merge. CREATING A MAIL MERGE DOCUMENT The Mail Merge function provides the ability to create a personalized document that you will send to multiple recipients. To complete all the steps of the Mail Merge process,

More information

SharePoint How To s / Team Sites 1of 6

SharePoint How To s / Team Sites 1of 6 SharePoint How To s / Team Sites of 6 SharePoint Server 007 Team Sites are Web sites created from a template and designed for team collaboration. They are hosted on the corporate network. Team Sites are

More information

Create Mailing Labels from an Electronic File

Create Mailing Labels from an Electronic File Create Mailing Labels from an Electronic File Microsoft Word 2002 (XP) Electronic data requests for mailing labels will be filled by providing the requester with a commadelimited text file. When you receive

More information

Creating a Participants Mailing and/or Contact List:

Creating a Participants Mailing and/or Contact List: Creating a Participants Mailing and/or Contact List: The Limited Query function allows a staff member to retrieve (query) certain information from the Mediated Services system. This information is from

More information

ENHANCE. The Style Sheet Tool for Microsoft Dynamics NAV. Microsoft Dynamics NAV 5.0. User s Guide

ENHANCE. The Style Sheet Tool for Microsoft Dynamics NAV. Microsoft Dynamics NAV 5.0. User s Guide ENHANCE Microsoft Dynamics NAV 5.0 The Style Sheet Tool for Microsoft Dynamics NAV User s Guide The Style Sheet feature in Microsoft Dynamics TM NAV 5.0 has been enhanced with a new tool that allows you

More information

Avery Wizard: Using the wizard with Microsoft Word. This is a simple step-by-step guide showing how to use the Avery wizard in word

Avery Wizard: Using the wizard with Microsoft Word. This is a simple step-by-step guide showing how to use the Avery wizard in word Avery Wizard: Using the wizard with Microsoft Word This is a simple step-by-step guide showing how to use the Avery wizard in word Open up a blank document in Microsoft Word and click the Avery Tab at

More information

Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query

Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Performing a Query in Access Before performing a mail merge, we need to set up a query with the necessary fields. Opening

More information

Introduction to Microsoft Access 2010

Introduction to Microsoft Access 2010 Introduction to Microsoft Access 2010 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

Microsoft Office Access 2007 Basics

Microsoft Office Access 2007 Basics Access(ing) A Database Project PRESENTED BY THE TECHNOLOGY TRAINERS OF THE MONROE COUNTY LIBRARY SYSTEM EMAIL: TRAININGLAB@MONROE.LIB.MI.US MONROE COUNTY LIBRARY SYSTEM 734-241-5770 1 840 SOUTH ROESSLER

More information

Mail Merge - Microsoft Word and Excel Queries Scott Kern Senior Consultant

Mail Merge - Microsoft Word and Excel Queries Scott Kern Senior Consultant Mail Merge - Microsoft Word and Excel Queries Scott Kern Senior Consultant This session is an introductory course into the features and functions offered by the MS Query component of Microsoft Excel and

More information

Six Steps to Completing a Mail-Merge

Six Steps to Completing a Mail-Merge Six Steps to Completing a Mail-Merge Mail merging means to plug data from an address table into form letters, e-mail messages, envelopes, address labels, or a directory (a list or catalog, for example).

More information

Sample Table. Columns. Column 1 Column 2 Column 3 Row 1 Cell 1 Cell 2 Cell 3 Row 2 Cell 4 Cell 5 Cell 6 Row 3 Cell 7 Cell 8 Cell 9.

Sample Table. Columns. Column 1 Column 2 Column 3 Row 1 Cell 1 Cell 2 Cell 3 Row 2 Cell 4 Cell 5 Cell 6 Row 3 Cell 7 Cell 8 Cell 9. Working with Tables in Microsoft Word The purpose of this document is to lead you through the steps of creating, editing and deleting tables and parts of tables. This document follows a tutorial format

More information

Advanced Presentation Features and Animation

Advanced Presentation Features and Animation There are three features that you should remember as you work within PowerPoint 2007: the Microsoft Office Button, the Quick Access Toolbar, and the Ribbon. The function of these features will be more

More information

How to Use Swiftpage for Microsoft Excel

How to Use Swiftpage for Microsoft Excel How to Use Swiftpage for Microsoft Excel 1 Table of Contents Basics of the Swiftpage for Microsoft Excel Integration....3 How to Install Swiftpage for Microsoft Excel and Set Up Your Account...4 Creating

More information

Word 2013 Tip sheet Word window

Word 2013 Tip sheet Word window Word 2013 Tip sheet Word window Quick Access Toolbar Commands here are always visible. Rightclick a command to add it here. Ribbon tabs Click any tab on the ribbon to display its buttons and commands.

More information

Smart Web. User Guide. Amcom Software, Inc.

Smart Web. User Guide. Amcom Software, Inc. Smart Web User Guide Amcom Software, Inc. Copyright Version 4.0 Copyright 2003-2005 Amcom Software, Inc. All Rights Reserved. Information in this document is subject to change without notice. The software

More information

Introduction to Microsoft Access 2013

Introduction to Microsoft Access 2013 Introduction to Microsoft Access 2013 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

Creating a Newsletter with Microsoft Word

Creating a Newsletter with Microsoft Word Creating a Newsletter with Microsoft Word Frank Schneemann In this assignment we are going to use Microsoft Word to create a newsletter that can be used in your classroom instruction. If you already know

More information

for Sage 100 ERP Business Insights Overview Document

for Sage 100 ERP Business Insights Overview Document for Sage 100 ERP Business Insights Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

Manual POLICY PATROL SIGNATURES FOR OUTLOOK, GOOGLE APPS & OFFICE 365

Manual POLICY PATROL SIGNATURES FOR OUTLOOK, GOOGLE APPS & OFFICE 365 Manual POLICY PATROL SIGNATURES FOR OUTLOOK, GOOGLE APPS & OFFICE 365 MANUAL Policy Patrol Signatures This manual, and the software described in this manual, are copyrighted. No part of this manual or

More information

MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES

MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES MICROSOFT OFFICE 2007 MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES Exploring Access Creating and Working with Tables Finding and Filtering Data Working with Queries and Recordsets Working with Forms Working

More information

MODULE 2: SMARTLIST, REPORTS AND INQUIRIES

MODULE 2: SMARTLIST, REPORTS AND INQUIRIES MODULE 2: SMARTLIST, REPORTS AND INQUIRIES Module Overview SmartLists are used to access accounting data. Information, such as customer and vendor records can be accessed from key tables. The SmartList

More information

Microsoft Excel 2013: Macro to apply Custom Margins, Titles, Gridlines, Autofit Width & Add Macro to Quick Access Toolbar & How to Delete a Macro.

Microsoft Excel 2013: Macro to apply Custom Margins, Titles, Gridlines, Autofit Width & Add Macro to Quick Access Toolbar & How to Delete a Macro. Microsoft Excel 2013: Macro to apply Custom Margins, Titles, Gridlines, Autofit Width & Add Macro to Quick Access Toolbar & How to Delete a Macro. Do you need to always add gridlines, bold the heading

More information

Mastering Mail Merge. 2 Parts to a Mail Merge. Mail Merge Mailings Ribbon. Mailings Create Envelopes or Labels

Mastering Mail Merge. 2 Parts to a Mail Merge. Mail Merge Mailings Ribbon. Mailings Create Envelopes or Labels 2 Parts to a Mail Merge 1. MS Word Document (Letter, Labels, Envelope, Name Badge, etc) 2. Data Source Excel Spreadsheet Access Database / query Other databases (SQL Server / Oracle) Type in New List Mail

More information

Step by Step Procedure of Creating Workbook using Bex Analyzer

Step by Step Procedure of Creating Workbook using Bex Analyzer Step by Step Procedure of Creating Workbook using Bex Analyzer Applies to: SAP BW Developers. For more information, visit the EDW homepage Summary This document provides the step by Step procedure to create

More information

Creating Custom Crystal Reports Tutorial

Creating Custom Crystal Reports Tutorial Creating Custom Crystal Reports Tutorial 020812 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

CHAPTER 4: PURCHASE ORDERS

CHAPTER 4: PURCHASE ORDERS Chapter 4: Purchase Orders CHAPTER 4: PURCHASE ORDERS Objectives Introduction The objectives are: Review the various forms and list pages for working with purchase orders. Set up purchasing parameters.

More information

Mail Merge Microsoft Word and Excel Queries Scott Kern Senior Consultant

Mail Merge Microsoft Word and Excel Queries Scott Kern Senior Consultant Mail Merge Microsoft Word and Excel Queries Scott Kern Senior Consultant What We ll Cover 1. Enabling database connections through Microsoft Excel 2. Accessing the data stored in the SQL Database via the

More information

2012 Teklynx Newco SAS, All rights reserved.

2012 Teklynx Newco SAS, All rights reserved. D A T A B A S E M A N A G E R DMAN-US- 01/01/12 The information in this manual is not binding and may be modified without prior notice. Supply of the software described in this manual is subject to a user

More information

Archive Add-in User Guide

Archive Add-in User Guide Archive Add-in User Guide RESTRICTION ON USE, PUBLICATION, OR DISCLOSURE OF PROPRIETARY INFORMATION Copyright 2011 McAfee, Inc. This document contains information that is proprietary and confidential to

More information

STUDENT MANUAL. Word 2013: Mail Merge and Macros. Towson University. Office of Technology Services. OTS Training

STUDENT MANUAL. Word 2013: Mail Merge and Macros. Towson University. Office of Technology Services. OTS Training STUDENT MANUAL Word 2013: Mail Merge and Macros Towson University Office of Technology Services OTS Training Word 2013: Mail Merge and Macros Word 2013: Mail Merge and Macros Part Number: 222777 Course

More information

Microsoft Excel 2007 and Tools for Statistical Analysis David R. Anderson, Dennis J. Sweeney, and Thomas A. Williams

Microsoft Excel 2007 and Tools for Statistical Analysis David R. Anderson, Dennis J. Sweeney, and Thomas A. Williams ASW_MBS_Primer_Web.qxd 11/1/07 1:41 PM Page 1 Microsoft Excel 2007 and Tools for Statistical Analysis David R. Anderson, Dennis J. Sweeney, and Thomas A. Williams Microsoft Excel 2007, part of the Microsoft

More information

Microsoft Office Access 2007 which I refer to as Access throughout this book

Microsoft Office Access 2007 which I refer to as Access throughout this book Chapter 1 Getting Started with Access In This Chapter What is a database? Opening Access Checking out the Access interface Exploring Office Online Finding help on Access topics Microsoft Office Access

More information

Recreate your Newsletter Content and Layout within Informz (Workshop) Monica Capogna and Dan Reade. Exercise: Creating two types of Story Layouts

Recreate your Newsletter Content and Layout within Informz (Workshop) Monica Capogna and Dan Reade. Exercise: Creating two types of Story Layouts Recreate your Newsletter Content and Layout within Informz (Workshop) Monica Capogna and Dan Reade Exercise: Creating two types of Story Layouts 1. Creating a basic story layout (with title and content)

More information

Excel 2013 What s New. Introduction. Modified Backstage View. Viewing the Backstage. Process Summary Introduction. Modified Backstage View

Excel 2013 What s New. Introduction. Modified Backstage View. Viewing the Backstage. Process Summary Introduction. Modified Backstage View Excel 03 What s New Introduction Microsoft Excel 03 has undergone some slight user interface (UI) enhancements while still keeping a similar look and feel to Microsoft Excel 00. In this self-help document,

More information

Creating Reports with Microsoft Dynamics AX SQL Reporting Services

Creating Reports with Microsoft Dynamics AX SQL Reporting Services Creating Reports with Microsoft Dynamics AX SQL Reporting Services. Table of Contents Lab 1: Building a Report... 1 Lab Objective... 1 Pre-Lab Setup... 1 Exercise 1: Familiarize Yourself with the Setup...

More information

WatchDox Administrator's Guide. Application Version 3.7.5

WatchDox Administrator's Guide. Application Version 3.7.5 Application Version 3.7.5 Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to any unauthorized individuals

More information

CHAPTER 5: INTERACTIONS AND DOCUMENT MANAGEMENT

CHAPTER 5: INTERACTIONS AND DOCUMENT MANAGEMENT CHAPTER 5: INTERACTIONS AND DOCUMENT MANAGEMENT Objectives The objectives for this chapter are: Set up interactions. Create interaction templates. Set up interaction groups. Manage interaction attachments.

More information

Company Setup 401k Tab

Company Setup 401k Tab Reference Sheet Company Setup 401k Tab Use this page to define company level 401(k) information, including employee status codes, 401(k) sources, and 401(k) funds. The definitions you create here become

More information

Using Mail Merge in Microsoft Word

Using Mail Merge in Microsoft Word Using Mail Merge in Microsoft Word Creating the main document On the menu bar, click on Tools. From the pull down menu, select Letters & Mailings, then select Mail Merge... A task pane will appear on the

More information

INFOPATH FORMS FOR OUTLOOK, SHAREPOINT, OR THE WEB

INFOPATH FORMS FOR OUTLOOK, SHAREPOINT, OR THE WEB INFOPATH FORMS FOR OUTLOOK, SHAREPOINT, OR THE WEB GINI COURTER, TRIAD CONSULTING Like most people, you probably fill out business forms on a regular basis, including expense reports, time cards, surveys,

More information

Microsoft. Access HOW TO GET STARTED WITH

Microsoft. Access HOW TO GET STARTED WITH Microsoft Access HOW TO GET STARTED WITH 2015 The Continuing Education Center, Inc., d/b/a National Seminars Training. All rights reserved, including the right to reproduce this material or any part thereof

More information

Connector for Microsoft Dynamics Configuration Guide for Microsoft Dynamics SL

Connector for Microsoft Dynamics Configuration Guide for Microsoft Dynamics SL Microsoft Dynamics Connector for Microsoft Dynamics Configuration Guide for Microsoft Dynamics SL Revised August, 2012 Find updates to this documentation at the following location: http://www.microsoft.com/download/en/details.aspx?id=10381

More information

Task Force on Technology / EXCEL

Task Force on Technology / EXCEL Task Force on Technology EXCEL Basic terminology Spreadsheet A spreadsheet is an electronic document that stores various types of data. There are vertical columns and horizontal rows. A cell is where the

More information

SQL Server 2014 BI. Lab 04. Enhancing an E-Commerce Web Application with Analysis Services Data Mining in SQL Server 2014. Jump to the Lab Overview

SQL Server 2014 BI. Lab 04. Enhancing an E-Commerce Web Application with Analysis Services Data Mining in SQL Server 2014. Jump to the Lab Overview SQL Server 2014 BI Lab 04 Enhancing an E-Commerce Web Application with Analysis Services Data Mining in SQL Server 2014 Jump to the Lab Overview Terms of Use 2014 Microsoft Corporation. All rights reserved.

More information

Instructions for Creating an Outlook E-mail Distribution List from an Excel File

Instructions for Creating an Outlook E-mail Distribution List from an Excel File Instructions for Creating an Outlook E-mail Distribution List from an Excel File 1.0 Importing Excel Data to an Outlook Distribution List 1.1 Create an Outlook Personal Folders File (.pst) Notes: 1) If

More information

Merging Labels, Letters, and Envelopes Word 2013

Merging Labels, Letters, and Envelopes Word 2013 Merging Labels, Letters, and Envelopes Word 2013 Merging... 1 Types of Merges... 1 The Merging Process... 2 Labels - A Page of the Same... 2 Labels - A Blank Page... 3 Creating Custom Labels... 3 Merged

More information

W i n d o w s S h a r e P o i n t S e r v i c e s 3. 0 : Student Manual

W i n d o w s S h a r e P o i n t S e r v i c e s 3. 0 : Student Manual W i n d o w s S h a r e P o i n t S e r v i c e s 3. 0 : Basic SharePoint Student Manual May, 2010 Windows SharePoint Services 3.0: SharePoint for Users President & Chief Executive Officer: Vice President,

More information

Supporting BSBITU202A Create and Use Spreadsheets and BSBITU304A Produce Spreadsheets in the Business Services Training Package.

Supporting BSBITU202A Create and Use Spreadsheets and BSBITU304A Produce Spreadsheets in the Business Services Training Package. ISBN 978-1-921780-70-7 CREATE AND PRODUCE SPREADSHEETS BSBITU202A/BSBITU304A Excel 2010 Supporting BSBITU202A Create and Use Spreadsheets and BSBITU304A Produce Spreadsheets in the Business Services Training

More information

Table of Contents. 1. Content Approval...1 EVALUATION COPY

Table of Contents. 1. Content Approval...1 EVALUATION COPY Table of Contents Table of Contents 1. Content Approval...1 Enabling Content Approval...1 Content Approval Workflows...4 Exercise 1: Enabling and Using SharePoint Content Approval...9 Exercise 2: Enabling

More information

Creating a Website with Publisher 2013

Creating a Website with Publisher 2013 Creating a Website with Publisher 2013 University Information Technology Services Training, Outreach, Learning Technologies & Video Production Copyright 2015 KSU Division of University Information Technology

More information

TheFinancialEdge. Fast! Guide

TheFinancialEdge. Fast! Guide TheFinancialEdge Fast! Guide 101811 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

How to Build a SharePoint Website

How to Build a SharePoint Website How to Build a SharePoint Website Beginners Guide to SharePoint Overview: 1. Introduction 2. Access your SharePoint Site 3. Edit Your Home Page 4. Working With Text 5. Inserting Pictures 6. Making Tables

More information

Introduction to the Data Migration Framework (DMF) in Microsoft Dynamics WHITEPAPER

Introduction to the Data Migration Framework (DMF) in Microsoft Dynamics WHITEPAPER Introduction to the Data Migration Framework (DMF) in Microsoft Dynamics WHITEPAPER Junction Solutions documentation 2012 All material contained in this documentation is proprietary and confidential to

More information

Introduction to Microsoft Access 2003

Introduction to Microsoft Access 2003 Introduction to Microsoft Access 2003 Zhi Liu School of Information Fall/2006 Introduction and Objectives Microsoft Access 2003 is a powerful, yet easy to learn, relational database application for Microsoft

More information

Introduction to Microsoft Access 2007

Introduction to Microsoft Access 2007 Introduction to Microsoft Access 2007 Introduction A database is a collection of information that's related. Access allows you to manage your information in one database file. Within Access there are four

More information

SQL Server 2005: Report Builder

SQL Server 2005: Report Builder SQL Server 2005: Report Builder Table of Contents SQL Server 2005: Report Builder...3 Lab Setup...4 Exercise 1 Report Model Projects...5 Exercise 2 Create a Report using Report Builder...9 SQL Server 2005:

More information

Interact for Microsoft Office

Interact for Microsoft Office Interact for Microsoft Office Installation and Setup Guide Perceptive Content Version: 7.0.x Written by: Product Knowledge, R&D Date: October 2014 2014 Perceptive Software. All rights reserved Perceptive

More information

MODULE 7: FINANCIAL REPORTING AND ANALYSIS

MODULE 7: FINANCIAL REPORTING AND ANALYSIS MODULE 7: FINANCIAL REPORTING AND ANALYSIS Module Overview Businesses running ERP systems capture lots of data through daily activity. This data, which reflects such things as the organization's sales

More information

ThirtySix Software WRITE ONCE. APPROVE ONCE. USE EVERYWHERE. www.thirtysix.net SMARTDOCS 2014.1 SHAREPOINT CONFIGURATION GUIDE THIRTYSIX SOFTWARE

ThirtySix Software WRITE ONCE. APPROVE ONCE. USE EVERYWHERE. www.thirtysix.net SMARTDOCS 2014.1 SHAREPOINT CONFIGURATION GUIDE THIRTYSIX SOFTWARE ThirtySix Software WRITE ONCE. APPROVE ONCE. USE EVERYWHERE. www.thirtysix.net SMARTDOCS 2014.1 SHAREPOINT CONFIGURATION GUIDE THIRTYSIX SOFTWARE UPDATED MAY 2014 Table of Contents Table of Contents...

More information

Microsoft FrontPage 2003

Microsoft FrontPage 2003 Information Technology Services Kennesaw State University Microsoft FrontPage 2003 Information Technology Services Microsoft FrontPage Table of Contents Information Technology Services...1 Kennesaw State

More information

ACCESS 2007. Importing and Exporting Data Files. Information Technology. MS Access 2007 Users Guide. IT Training & Development (818) 677-1700

ACCESS 2007. Importing and Exporting Data Files. Information Technology. MS Access 2007 Users Guide. IT Training & Development (818) 677-1700 Information Technology MS Access 2007 Users Guide ACCESS 2007 Importing and Exporting Data Files IT Training & Development (818) 677-1700 training@csun.edu TABLE OF CONTENTS Introduction... 1 Import Excel

More information

Communication Manager Email Template Library

Communication Manager Email Template Library Communication Manager Email Template Library Create and edit email templates for use in mass email and drip campaigns. Email templates can be stored in Template Tags for easy access to frequently used

More information

Argos Creating Labels with Word 2007

Argos Creating Labels with Word 2007 Argos Creating Labels with Word 2007 This document explains how create mailing labels using Argos. For information about Argos, refer to the document, Argos for Typical Users. There are two (2) basic steps

More information

Creating tables in Microsoft Access 2007

Creating tables in Microsoft Access 2007 Platform: Windows PC Ref no: USER 164 Date: 25 th October 2007 Version: 1 Authors: D.R.Sheward, C.L.Napier Creating tables in Microsoft Access 2007 The aim of this guide is to provide information on using

More information

User's Guide. Using RFDBManager. For 433 MHz / 2.4 GHz RF. Version 1.23.01

User's Guide. Using RFDBManager. For 433 MHz / 2.4 GHz RF. Version 1.23.01 User's Guide Using RFDBManager For 433 MHz / 2.4 GHz RF Version 1.23.01 Copyright Notice Copyright 2005 Syntech Information Company Limited. All rights reserved The software contains proprietary information

More information

How to Use Swiftpage for Microsoft Outlook

How to Use Swiftpage for Microsoft Outlook How to Use Swiftpage for Microsoft Outlook 1 Table of Contents Basics of the Swiftpage for Microsoft Outlook Integration.. 3 How to Install Swiftpage for Microsoft Outlook and Set Up Your Account...4 The

More information

Utilities. 2003... ComCash

Utilities. 2003... ComCash Utilities ComCash Utilities All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, taping, or

More information

Microsoft Office PowerPoint 2013

Microsoft Office PowerPoint 2013 Microsoft Office PowerPoint 2013 Navigating the PowerPoint 2013 Environment The Ribbon: The ribbon is where you will access a majority of the commands you will use to create and develop your presentation.

More information

Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4. How to Create Letter Templates...

Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4. How to Create Letter Templates... THE DOCUMENT MANAGER Chapter 14 THE DOCUMENT MANAGER CONTENTS Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4 How to Create Letter Templates...

More information