Business Documents is a standard tool in Microsoft Dynamics 365 Finance & Operations (D365FO) that visualizes documents and reports using Electronic Reporting as the primary engine to extract data. In my previous videos, Part 1 and Part 2, I provided a brief overview of Configurable Business Documents (CBD), their core functions, and how they can be used in D365FO.

In this video, I will demonstrate how to customize a standard business document in Excel format by adding and removing fields and ranges, as well as how to add mapping for the newly added fields in electronic reporting. This tutorial will provide insights on how to update a standard Excel template with the required layout and fields (such as labels and values).

I hope this post provides valuable insights to better understand CBD. If you have any questions or feedback, please leave a comment below. Your input is highly appreciated!