Business Documents is a powerful, standard tool in Microsoft Dynamics 365 Finance & Operations (D365FO) designed to streamline the creation and visualization of documents and reports. It utilizes the Electronic Reporting (ER) framework as its core engine for data extraction and formatting. In my previous blog post, I provided a comprehensive overview of Configurable Business…
Tag: CBD
Business Documents – Part 12 (Run Draft)
Business Documents is a powerful, standard tool in Microsoft Dynamics 365 Finance & Operations (D365FO) designed to streamline the creation and visualization of documents and reports. It leverages the Electronic Reporting (ER) framework as its core engine for data extraction and formatting. In my previous blog post, I provided a comprehensive overview of Configurable Business…
Business Documents – Part 11 (Identify Missing Bindings)
Business Documents is a powerful, standard tool in Microsoft Dynamics 365 Finance & Operations (D365FO) designed to streamline the creation and visualization of documents and reports. It utilizes the Electronic Reporting (ER) framework as its core engine for data extraction and formatting. In my previous blog post, I provided a comprehensive overview of Configurable Business…
Business Documents – Part 10 (Distribution Methods)
Business Documents is a standard tool in Microsoft Dynamics 365 Finance & Operations (D365FO) that enables the visualization of documents and reports. It leverages the Electronic Reporting (ER) framework as the primary engine for data extraction and formatting. In my previous blog post here, I provided an overview of Configurable Business Documents (CBD), their functionalities,…
Business Documents – Part 9 (Customize CBD File Name)
Business Documents is a standard tool in Microsoft Dynamics 365 Finance & Operations (D365FO) that enables the visualization of documents and reports. It leverages the Electronic Reporting (ER) framework as the primary engine for data extraction and formatting. In my previous blog post here, I provided an overview of Configurable Business Documents (CBD), their key…
Business Documents – Part 8 (Customize CBD with Custom Labels)
Business Documents is a standard tool in Microsoft Dynamics 365 Finance & Operations (D365FO) that enables the visualization of documents and reports. It leverages the Electronic Reporting (ER) framework as the primary engine for data extraction and formatting. In my previous videos here, I demonstrated how to customized a business document with custom labels. In…
Business Documents – Part 7 (Customize CBD with Language Preferences and Labels)
Business Documents is a standard tool in Microsoft Dynamics 365 Finance & Operations (D365FO) that enables the visualization of documents and reports. It leverages the Electronic Reporting (ER) framework as the primary engine for data extraction and formatting. In my previous videos here, I provided an overview of Configurable Business Documents (CBD), their key functionalities,…
Business Documents – Part 6 (Customize CBD with Date, Time, and Number preferences)
Business Documents is a standard tool in Microsoft Dynamics 365 Finance & Operations (D365FO) that enables the visualization of documents and reports, using Electronic Reporting (ER) as the primary engine for data extraction. In my previous videos here, I provided an overview of Configurable Business Documents (CBD), their core functions, and how to customize them….
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,…
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