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

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 […]

Video All Your D365FO Reporting Options in One Place: Introduction

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, […]

Enhance TAS Reports and Emails in D365FO with Docentric

In this article, we show how to use Docentric AX to customize reports even from third-parties like SKsoft’s Treasury Automation Suite (TAS). SKsoft’s TAS helps you automate bank connectivity, cash management, and payment workflows, giving straight-through processing and real-time visibility across banks and formats. Customizing […]

Email D365FO Invoices and Statements with Finance Agents in Outlook

Finance agents (previously known as Copilot for Finance) are Microsoft’s AI-powered assistants designed to help with financial operations directly within Excel and Outlook to: Excel: Reconcile and match financial data. Outlook: Draft clear, personalized emails and seamlessly attach outstanding invoices or account statements. In this […]

DynamicsMinds 2025: Are you prepared? Get ready for the unified experience ALM!

With the transition from LCS, it’s crucial for F&O consultants to stay updated on these changes. I’ll cover what you need to know to thrive in this evolving landscape: An overview of the enhanced Unified admin and developer experiences. Git vs. TFVC: Why Git is […]

DynamicsMinds 2025: How to Generate ZUGFeRD Compliant Electronic Invoices in D365FO

German legislation recognizes two key standards for electronic invoicing: XRechnung and ZUGFeRD. XRechnung is a structured XML format based on UBL or CII, and ZUGFeRD is a hybrid format that combines a human-readable PDF/A-3 file with an embedded XML file in the "Cross-Industry Invoice" (CII) […]

DynamicsMinds 2025: Demystifying Electronic Reporting: Some Concepts and Functions You May Not Yet Know, But Should Know

This session is aimed at both those who already have some experience with ER and those who are seriously considering using ER for reporting. We hear everywhere that ER is complex. This is true. That's why it's even more important to learn about it from […]