In tenth of November 2021, I delivered a presentation on DynUG conference at Microsoft Norway. The main purpose of this session is related to how to take advantage of standard functions in D365FO for customers and partners. This routine will help us to get a better overview of the standard solution processes, strengths, and weaknesses…
E-Invoice in D365FO for Norway – Part 6 (Send e-Invoice and Validation)
This post will explain how you can generate e-Invoice file in D365FO with PEPPOL BIS Billing 3.0/EHF Billing 3.0 format via electronic reporting and validate the file with VEFA validator (VEFA Validator (anskaffelser.dev)) before you send the file to your access point. E-invoice file must include required information based on PEPPOL BIS Billing 3.0/EHF Billing…
E-Invoice in D365FO for Norway – Part 5 (Invoice setup)
This post will explain invoice setup that you need to filled out when you want to generate a e-Invoice file of Norwegian legal entities in D365FO with PEPPOL BIS Billing 3.0/EHF Billing 3.0 format. E-invoice file must include required information based on PEPPOL BIS Billing 3.0/EHF Billing 3.0 specification for company, customer and invoice. In…
E-Invoice in D365FO for Norway – Part 4 (Customer and project funding sources setup)
This post will illustrate which setup you need to perform to activate a customer for getting e-invoices in D365FO with PEPPOL BIS Billing 3.0/EHF Billing 3.0 format. In addition, this post will elaborate how to configure project funding sources associated to the project contract for invoicing. E-invoice file must include required information based on PEPPOL…
E-Invoice in D365FO for Norway – Part 3 (Company setup)
This post will demonstrate setup that you need to add on each Norwegian legal entities in D365FO in order to send e-Invoice with PEPPOL BIS Billing 3.0/EHF Billing 3.0 format. E-invoice file must include required information based on PEPPOL BIS Billing 3.0/EHF Billing 3.0 specification for company, customer and invoice. For the company part, following…
E-Invoice in D365FO for Norway – Part 2 (Config)
This post will explain how you can add configuration for e-Invoice in D365FO with PEPPOL BIS Billing 3.0/EHF Billing 3.0 format via electronic reporting. E-invoice file must include required information based on PEPPOL BIS Billing 3.0/EHF Billing 3.0 specification so it can be validated on VEFA validator. In order to generate an e-invoice with all…
E-Invoice in D365FO for Norway – Part 1 (Intro)
In Dynamics 365 Finance and Operations, D365FO, it is possible to generate e-invoice by PEPPOL BIS Billing 3.0 format (EHF Billing 3.0) for project and sales invoices and credit notes via standard GER configuration. The generated e-invoice will be sent to your access point so that they can send it your customers via their access…
Refresh database (To-Do list for Data Management BYOD export jobs)
This post will explain what is needed to be performed in target environment when you are planning for refresh database (RDB) process when you use bring your own database (BYOD) export both in source and target environments. In addition, it will clarify how you can re-configure BYOD in target environment after RDB process. When you…
Refresh database (To-Do list)
Refresh database (RDB) is a process to copy database (e.g. transactions and financial reporting) from a source environment to target environment. Usually, we choose PROD environment as the source environment and one of the sandbox UAT environments as the target (e.g. UAT01). In this article, we will define To-Do list that can be done before…
Data Management – Data Export and Import Process – Part 4 (Import Options)
To export data via Data management, you need to create an import job on Workspaces > Data management > Import. You will define a unique “Group name” and then upload a file. This file (e.g. Excel, csv or zipped) should be in accordance with “Source data format” which must have correct mapping describing mapping columns…
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