In our first webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series, you will learn the basics of Electronic Reporting in Dynamics 365 for Finance and Operations, and the necessary setup to start using it. The webinar shows live demos of how to create the required configurations: Data Model, Model Mapping, Format and Format Mapping for a fictitious bank-specific electronic vendor’s payments.
This example is similar to the example used in Microsoft’s tutorials, but unlike the original tutorials, you will see the live demonstration of all the necessary steps with explanation and tips & tricks.
By watching this webinar, you will learn the core concepts of Electronic Reporting, which are required to move forward and understand Configurable Business Documents, the main topic of our CBD-ER webinar series.
To make things easier for you, our presenter Albin recorded all the steps he shows in his demos with D365FO’s Task Recorder. These recordings are available in a zip file, along with an explanation of how Albin’s environment was configured, so that you will be able to run the recorded files in your environment. Task Recorder is very sensitive and quickly stops or skips task execution if the target environment does not exactly match the source environment. Be prepared that you will have to experiment a bit before you’ll be able to run the recordings successfully!
In addition to Task recordings, we also prepared for you the XML files that contains the final ER configurations created in this webinar, so you can import them into your environment and explore the result immediately.
Download PowerPoint Presentation & Task Recorder and ER Configuration Files >>
Senior Technical Consultant
Albin has been actively involved in exploring the functionality of Electronic Reporting and Configurable Business Documents since Microsoft announced it in June 2019. He shared his experience with this new technology in one of the best rated presentations at the Focus Europe 2019 conference in Brussels in October 2019.
For this series of webinars, Albin has prepared some of the use case scenarios that may seem most appealing to the target audience: functional consultants, IT managers and power users. From starting from scratch or changing an existing report, all without programming and deployment, to understanding new print destinations. You’ll hear lots of practical advice and see lots of demos that will help you get started on your own and avoid the most common mistakes.
13 thoughts on “Webinar: Electronic Reporting Basics Through Simple Example”
Hi Albin Lotrič,
I tried following a similar logic for building a report, only difference being the Excel format use instead of XML format. But I am getting a one-liner report instead of the date range….. Could you guide us on the same?
Check the node type of the data model first. If it will contain several records its type should be Record list. Next check that the binding in the Model mapping designer is bound to the data source which returns a list of records.
On the Format part, your Excel template has to contain a named range of cells which has to be mapped to a data model’s Record list element, mentioned earlier. Individual named cells within the range should be mapped to the elements within the record list.
You can check our other Electronic Reporting webinars where some of these principles are explained in real-world scenarios (e.g. https://ax.docentric.com/webinar-create-invoices-with-product-images-and-specs-using-er/)
OH! yes, I guess I missed on the part where i needed to define name for the Page range too and then bind it with record list…. now I am getting the entire list as per the from date- to date parameters put in……
Thanks for the input….
I am happy to hear that you were able to troubleshoot your report that fast.
I invite you to watch our other videos to learn more about ways how we use and improve Electronic Reporting.
Hi Albin Lotrič,
I watched the video and I followed all the steps. When I was at the testing step I faced an issue. The format which was created is not available in method of payment – it is not in the list, so it can not be selected.
I have configuration provider set as active, LCS is created in the repository.
Could you please help with advice.
Thank you in advice
I would have to take a closer look at what you did and what results you’ve got. Then I would be able to suggest the solution.
You can send an email to firstname.lastname@example.org and we will schedule a MS Teams session.
great video! Very helpful!
The same happens to me as well: The format is/was not available in the payment method for selection.
@Teodora: How did you “fix” it…?
I am having the same problem, where custom formats are not visible in the lookup for method of payments.
Did you guys manage to resolve this?
After thorough analysis, we came to the conclusion that there are 3 preconditions that have to be met in order to see the created ER format in the Method of payments form.
The preconditions are:
The first and second preconditions are the input parameters for the lookup reference method, which displays data in the Export format configuration field in the Method of payments form.
Code of the lookup reference method:
public Common lookupReference()
return ERFormatMappingTable::lookup(this, CustVendOutPaymConstants::modelName,
Values of the constant input parameters:
public static const Name modelName = ‘PaymentModel’;
public static const Name creditTransferContainerDescriptorName = ‘CustomerCreditTransferInitiation’;
Please check that you have met all the necessary preconditions.
One more thing.
If you use the Playback recording option of Task recorder to execute all steps instead of doing this manually, Task recorder may not execute all steps correctly. For example, the value from the lookup field may not be selected.
Hope that this helps!
Thank you for a wonderfully clear and well-presented webinar. It is by far the clearest example I’ve seen so far, and it has cleared up much confusion I had around the ER mapping process. I’m left with one small problem though. When I create my own format or even import your format, I do not see the format available for selection in methods of payment. Have I missed some critical setup
Thank you again for such a clear demonstration!
I am happy to hear that my webinar cleared some of your confusion about ER mapping.
I could take a look at your solution and try to find out why you don’t see the format configuration. Just send an email to email@example.com and we will continue from there.
Hi , i had a problem, in our tax report it shows only exactly net amount so the customer they want the breakdown summary to be show to see the net amount comes from where !
I am afraid that I will not be able to give you an answer, because I didn’t work on tax report. You may find the answer by trying other ER resources or ask on Yammer.