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…