Video Webinar: Electronic Reporting Basics Through Simple Example

Webinar: Electronic Reporting Basics

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 understand the core concepts of Electronic Reporting and what it takes to do everything from scratch.

Webinar Resources

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 >>

Watch Webinar

Presenter

Albin Lotrič
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.

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