It really is that simple. Edit Layouts in Financials, it’s important that things such as sales invoices and quotations reflect the harmonious branding of the organisation. You can do this using Microsoft Dynamics to import and export the layouts. So for example, if you’re in Word, you choose Export Layout. You then make your changes to fit it to your branding. You then click Import to bring the new layout back in. The same applies in Outlook.

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