Use enhanced customer document layout for service management

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Enabled for Public preview General availability
Users, automatically - Apr 1, 2025

Business value

Businesses work with many customer and vendor contacts who handle different areas of operation. For example, these contacts might include accountants, purchasers, and warehouse staff. Because these contacts have different interests, you likely want to generate and send different types of documents to each group. When you set up specific contacts for specific documents, you save time sending documents to different customer or vendor contacts. For example, you can send service invoices to accountant contacts and service orders to your customers' purchasers.

Feature details

You can now populate the Document Layouts page for vendors and customers based on settings on the Report Selection page. To send specific documents to specific company contacts, choose the company contacts to use for specific document layouts.

Document Layouts

The Document Layouts page for a customer now contains usage options for service quotes, orders, invoices, and credit memos.

Thanks to the community for valuable contributions to Microsoft’s open source BusinessCentralApps repo on GitHub.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

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Send service documents to the right people (docs)