Configurable business documents

All Your D365FO Reporting Options in One Place: Docentric AX vs. ER

Posted on June 25, 2025September 28, 2025 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Dynamics 365, Electronic reporting, Full Edition, Print destinations, Print management, Template design, Video

No comments

In this part of the All your D365FO Reporting options in one place series, we compare Docentric AX to Electronic Reporting (ER) across 5 core reporting elements: Data Source, Format Design, Document Generation, Document Distribution, Configuration & Management. In the introduction video, we outline how […]

All Your D365FO Reporting Options in One Place: ER/CBD

Posted on June 25, 2025July 19, 2025 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Electronic reporting, Print destinations, Print management, Video

No comments

In this article, part of our series All your D365FO Reporting options in one place, we take a closer look at Electronic Reporting (ER) and Configurable Business Documents (CBD) — D365FO feature that allows users to design, customize, and maintain business documents without code changes […]

All Your D365FO Reporting Options in One Place: Introduction

Posted on June 25, 2025September 28, 2025 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Electronic reporting, SSRS, Video

No comments

In our new video article series, All your D365FO Reporting options in one place, we explore available reporting options in Dynamics 365 for Finance and Operations (D365FO). In this five-part series, we break down the various possibilities you have when it comes to designing, generating, […]

#MySummitNA 2024: All Your D365FO Reporting Options In One Place

Posted on October 12, 2024November 16, 2024 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Full Edition, SSRS

No comments

In this session, we will focus on tools for designing, managing, generating, and distributing the operational reports in D365FO. These reports are mostly Business Documents like invoices, orders, packing slips, but also cheques, warehouse labels, etc. 👉 We will start by presenting SSRS and ER/CBD, […]

#MySummitNA 2023: Survival Guide for Customizing Electronic Reporting Configurations

Posted on October 15, 2023December 7, 2023 by Albin Lotric

Tags: Configurable business documents, D365FO, Electronic reporting, Video

No comments

Our expert, Albin Lotrič, has gathered the top practical tips and tricks for customizing ER configurations that cannot only help you survive but also thrive in Electronic reporting 🤩. Here's a sneak peek into Albin's survival kit, and what he'll be tackling during his session: […]

Electronic Reporting & Configurable Business Documents With Docentric Enhancements

Posted on August 6, 2023July 8, 2024 by Albin Lotric

Tags: Configurable business documents, D365FO, Electronic reporting, Full Edition, Video

No comments

In this presentation, our expert, Albin Lotrič, first explains the basics of Electronic Reporting and Configurable Business Documents (ER/CBD). Then, the process of customizing existing ER configurations by deriving them from the original Microsoft configurations is presented. The customization includes the changes in the configurations […]

#MySummitNA 2022: Top 7 D365FO Reporting Challenges You Can Solve Only With Docentric

Posted on November 10, 2022July 8, 2024 by Irena Vujcic Pavlovic

Tags: Configurable business documents, D365FO, Electronic reporting, Electronic signature, Full Edition, License plate labels, Video

2 comments

Design your reports in MS Word while using Electronic Reporting configurations as data sources, electronically sign and email reports or save them to various storage types - those are just some of the topics that will be covered in this session packed with live demos. […]

Performance Considerations: SSRS, CBD and Docentric

Posted on October 20, 2021January 16, 2022 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Full Edition, Performance, SSRS

No comments

Before discussing performance of report execution and draw a comparison between Docentric, SSRS and CBD (Configurable Business Documents aka Electronic Reporting Business Documents) reporting solutions, let’s first briefly explain their architecture and how they relate to each other. SSRS, CBD and Docentric execution pipeline Docentric […]

Electronic Reporting & Business Documents for Beginners in D365FO

Posted on October 16, 2021November 23, 2021 by Albin Lotric

Tags: Configurable business documents, D365FO, Electronic reporting, Invoice, Video

One comment

Many of you have probably heard of Electronic Reporting and (Configurable) Business Documents. It allows you to customize the report data model without development by choosing what data to include and how to map it to the data sources. It also allows you to design […]

Trace HTTPS Requests and Responses in D365FO

Posted on May 28, 2021July 1, 2022 by Klemen Novak

Tags: Configurable business documents, D365FO, Electronic reporting, Fiddler, Free Edition, HTTPS, Invoice

One comment

Recently, we were faced with the challenge of checking what our D365FO environment was sending and receiving over HTTPS protocol on the Internet and why the integration with external services such as Microsoft Office or SharePoint Online was not working. In order to solve the […]