Business Documents – Part 4 (Customize Word Template)

Business Documents is a standard tool in Microsoft Dynamics 365 Finance & Operations (D365FO) that enables the visualization of documents and reports, with Electronic Reporting serving as the primary engine for data extraction. In my previous videos—Part 1, Part 2, and Part 3—I offered a brief overview of Configurable Business Documents (CBD), their core functions,…

Business Documents – Part 3 (Customize Excel Template)

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…

Business Documents – Part 1 (Introduction to ER and CBD)

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 this video, I will provide a brief overview of what Business Documents are, their core functions, and how they can be used in D365FO. I…