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In this article, we will show you how to generate an Electronic reporting format in its original file format as a byte array. If this original file format is Excel or Word, you will be able to print the ER Format to memory in PDF format as well. One would […]
ER Formats can be run via eInvoicing, Print management (Configurable business documents) or as standalone reports. Standalone ER Formats are those which can be printed via dedicated report menu items. No matter how ER Formats are executed, if there is no destination configured or set […]
In this article, you will learn how to extend Electronic reporting print destinations to enable saving reports to Azure Files, external Azure Blob storage or File system (applicable only for on-premises environments). We have also provided the working implementation so you can install it and […]
A self-signed certificate is a X.509 digital certificate that is not signed by a publicly trusted certificate authority (CA). This can include SSL/TLS certificates, code signing certificates, and S/MIME certificates. The reason why they’re called self-signed is that they’re created, issued, and signed by the […]
UAT environments are used for User acceptance testing (UAT) and usually operate with the production data, i.e. with the database copied from the production environment. Consequently, all email addresses from Global address book and email print settings from Print management setup are copied from the […]
Using Business Events and Azure Event Grid to Automate Report Distribution in D365FO
Automation of report distribution to an external system can be a challenge. For example, you might want to publish generated invoices on your customer portal or send them to the customer’s ERP system. In this session, you will learn how to implement a robust and […]
Testing email functionality in Dynamics 365 for Finance and Operation takes time and might not be so fun. There is an overwhelming number of email testing scenarios. Imagine that you are testing emailing of invoices or collection letters in D365FO that is constantly filling up […]
We’ve been getting the question “How to show charges on the printed invoices” quite often, and in this article we will explain how this can be done using Electronic Reporting. Assume that we need to summarize all invoice line and header charges grouped by type […]
Let’s start with the explanation from Microsoft: Documents that require custom margins When the Document Routing Agent runs as a Windows service, document reports, such as checks, that require custom margins can’t be printed directly to network printers. Instead, the Document Routing Agent automatically routes […]
While learning about D365FO Electronic Reporting and trying to make your first ER model mapping configurations, you will notice that numerous D365FO ER datasource types are available in the ER Model mapping designer. You may wonder what the purpose of these different types is. Why […]
Tags: D365FO, Electronic reporting, Free Edition, X++ 