ZUGFeRD Invoices: PDF/A‑3, CII XML, and XMP Metadata for e‑Invoice Compliance

If you work with electronic invoices in Germany or across the EU, you may already know ZUGFeRD. This article explains what ZUGFeRD is, what components it requires, and how it relates to UBL, XRechnung, and Factur-X. Learn more about ZUGFeRD and Factur-X compliance >>. Navigating […]

Configure and Generate ZUGFeRD Invoices in D365FO with Docentric

Standard D365FO does not provide out-of-the-box support for the ZUGFeRD format. Starting with Docentric AX v3.5.1, you can generate ZUGFeRD-compliant invoices by using Report attachments functionality and ZUGFeRD ER configurations. In this article, you'll learn how to configure and generate a ZUGFeRD-compliant Invoice in D365FO […]

Electronic Reporting: What has changed from the early beginnings?

What has changed title image
What has changed title image

Updated in December 2025 Docentric started publishing content on Electronic Reporting (ER) and Configurable Business Documents (CBD) shortly after Microsoft announced CBD in 2019. Several ER/CBD videos on our YouTube channel attracted significant attention. Since then, Microsoft has evolved ER and CBDs, so we decided […]

Create Invoices with Product Images and Specifications Using ER in D365FO

An industrial tools supplier got feedback from customers that their invoices were too plain. The documents looked basic and didn’t include helpful product details. Customers wanted more than just a price list. They wanted to see the products they ordered and get a short info […]

Video DynamicsMinds Panel: D365FO Reporting Challenges and How Experts Address Them

The panel discussion addresed common D365FO document reporting challenges. Our veteran panelists shared their experiences working with D365FO customers and partners in a range of project scenarios. They discussed customer reporting requirements, project challenges, and technology factors that determine successful outcomes with D365FO. This non-promotional […]

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

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 […]

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, […]

Use D365FO Customer Prepayment Invoice With Docentric

With D365FO ver. 10.0.41 Microsoft introduced support for Customer prepayment invoice as a preview feature. It is implemented as an ER report, meaning that when a report is triggered from the Prepayment invoice form, it invokes an ER format configuration, which in turn invokes the […]