Document Layout & Designer

Name: Document Layout & Designer
Brand: ECOSIRE
SKU: d365bc-document-layout-designer

Key Features

Best-practice layout package for core sales documents: invoices, quotes, order confirmations, posted shipments, statements and credit memos

Branded Word and RDLC report layouts wired through the standard Custom Report Layout and Report Selections framework so they survive Business Central monthly updates

No-code Document Branding setup card (table + page extension) for logo, color palette, font theme and footer content

Per-Customer layout variants — send different branded templates to wholesale vs retail accounts via Report Selections

Per-Language Code layout switching for cross-border customers, aligned with BC's document language handling

Event subscribers on document/report events to inject branding without modifying base application objects

Dedicated permission set scoped to the extension's setup and design pages for safe delegation to marketers

Logo, accent color and typography theming applied consistently across every document in the package

Reusable layout components (header bands, payment-terms blocks, QR/payment-reference footers) you can toggle per document

Clean upgrade path — delivered as a per-tenant extension, not loose Word files, so it's versioned and supportable

Optional email body branding alignment so PDF documents and their covering emails share one visual identity

Migration of your existing custom layouts into the managed package during onboarding

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your Dynamics 365 Business Central.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

Document Layout & Designer turns the patchwork of default RDLC/Word report layouts in Microsoft Dynamics 365 Business Central into a single, branded, governable document system — without you writing AL or wrestling with Report Builder.

ECOSIRE builds this as a per-tenant AL extension installed directly into your Business Central environment (cloud or on-prem). We ship a curated layout package for the documents that matter most — sales invoices, quotes, order confirmations, posted shipments, statements and credit memos — built on the standard Custom Report Layout and Report Selections framework so they survive Microsoft's monthly updates.

The package includes table and page extensions for a Document Branding setup card, plus event subscribers on the report/document events that let you map logo, color palette, font theme and footer content per company and per Customer or Language Code. Marketers get a no-code editor experience driven by Business Central setup pages — change a logo or accent color and every applicable document re-themes. No republishing, no developer ticket.

Because layouts are wired through Report Selections and per-customer variants, you can send a different branded template to a wholesale account than a retail one, and automatically switch language layouts for cross-border customers.

This is honest build-to-order: there is no instant AppSource download. After purchase we scope your document set, build the extension, install it on your tenant, assign the permission set, migrate your existing layouts, and hand over documentation. You own a clean, supported extension — not a pile of one-off Word files.

What you get

A per-tenant AL extension (.app) built for your Business Central version, installed on your sandbox then production tenant

Curated best-practice layout package covering your in-scope documents (invoices, quotes, orders and more as agreed)

Document Branding setup configured with your logo, colors, fonts and footer content per company

Configured Report Selections and per-Customer / per-Language layout variants for your key accounts

A dedicated permission set assigned to the roles that should manage document branding

Handover documentation plus a short admin walkthrough on editing branding and adding new layout variants

Who this is for

Business Central Administrator

Owns the tenant and wants document layouts that are version-controlled, upgrade-safe and delegated to the right people via a permission set — not a folder of fragile Word templates that break on the next BC update.

Marketing / Brand Manager

Needs every outgoing invoice, quote and order confirmation to match brand guidelines — logo, colors, fonts — and wants to change them without filing a developer ticket or learning Report Builder.

Finance / Sales Operations Lead

Sends documents to wholesale, retail and international customers and needs per-customer and per-language layout variants applied automatically through Report Selections, with consistent payment and terms blocks.

How Document Layout & Designer Compares

Criterion	ECOSIRE	Custom Build	Competitor
Branded best-practice layout package for core sales documents, ready on day one	Included	Partial support	Included
No-code logo / color / font theming via a Business Central setup card	Included	Partial support	Partial support
Per-Customer and per-Language layout variants wired through Report Selections	Included	Included	Partial support
Delivered as an upgrade-safe per-tenant AL extension (not loose Word files)	Included	Partial support	Included
Installed, configured and migrated onto your tenant for you	Included	Not included	Not included
Dedicated permission set for safe delegation to marketers	Included	Partial support	Partial support
Customized exactly to your document set and branding rules	Included	Included	Not included
Ongoing support, BC-version compatibility checks and layout changes	Included	Partial support	Partial support

Frequently Asked Questions about Document Layout & Designer

How is this delivered, and how long does it take?

This is build-to-order, not an instant AppSource download. After purchase we run a short scoping call to confirm your document set and branding assets, then build the extension. Typical delivery is about 1 to 2 weeks depending on how many documents and per-customer or per-language variants are in scope. We install on your sandbox first for sign-off, then deploy to production.

Will this survive Business Central's monthly updates?

Yes. We build on the standard Custom Report Layout and Report Selections framework and use event subscribers rather than modifying base application objects. Delivered as a versioned per-tenant extension, it's designed to upgrade cleanly. Our support plan covers re-validating against new BC releases.

What ongoing support and updates do I get?

Every build includes a warranty period for fixes after handover. Beyond that, we offer an optional support and maintenance plan that covers compatibility checks against new Business Central versions, adding new document types or branding variants, and changes to your layouts as your business evolves.

Do my marketers need to write code or use Report Builder?

No. The whole point of the package is a no-code experience: branding (logo, colors, fonts, footers) is edited through a Business Central setup card we install, governed by a dedicated permission set. Building or restructuring the underlying layouts is engineering work ECOSIRE handles for you.

Does it work for both Business Central cloud (SaaS) and on-premises?

Yes. We deliver it as a per-tenant extension installed into your environment, whether that's Business Central online (SaaS) or an on-premises deployment. The branding setup, Report Selections wiring and permission set work the same way in both.

Can it apply different documents to different customers and languages?

Yes. Through Report Selections and per-Customer variants you can route a distinct branded layout to specific accounts — for example wholesale versus retail — and the package switches templates by the customer's Language Code so international customers receive documents in the right layout automatically.