The Electronic Reporting (ER) framework in Microsoft Dynamics 365 Finance & Operations (D365FO) is a powerful tool designed to simplify integration and document management. Microsoft provides several prebuilt ER configurations that can be imported through the Dataverse repository. In this blog post, we’ll guide you through the steps to access the latest ER configurations and…
Category: Electronic Reporting(ER)
Business Documents – Part 5 (Word Template Content Control)
Business Documents is a standard tool in Microsoft Dynamics 365 Finance & Operations (D365FO) that enables the visualization of documents and reports, using Electronic Reporting as the primary engine for data extraction. In Part 4, I demonstrated how to customize a business document using a Word template. In this post, I’ll guide you through the…
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 2 (CBD Components)
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 the previous video (https://dynfotech.com/2024/06/17/business-documents-part-1/) I provided a brief overview of Configurable Business Documents (CBD), its core functions, and how it can be used in D365FO….
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…
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