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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
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
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
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. […]
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
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 […]
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 […]
In this article, we will show you how to generate Customer account statement, which is a Configurable business document, as a byte array in both original (Excel/Word) and PDF format. Configurable business documents sit on top of SSRS and cannot be generated outside the SSRS report execution pipeline, […]
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 […]
Webinar: Create Invoices With Product Images and Specs Using ER
In the previous webinar we demonstrated how to append Terms and Conditions in the customer language to our invoices. In this webinar we are going a step further in perfecting them. You will now learn how to embed product images and product specifications into Sales […]
Tags: Configurable business documents, D365FO, Full Edition, SSRS 