Tags: D365FO, Electronic reporting, Full Edition, Invoice, SSRS, Template design 
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 […]
Transactional Reporting in D365FO enables creating public facing documents but also internal reports. The technologies available in D365FO to support transactional reporting are SSRS, ER/Business Documents, Export to Word and Excel. SSRS requires code customization, while Electronic Reporting and Export to Word and Excel are […]
In this session, we will review how Electronic Reporting has evolved over the last five years. We will discuss what was missing initially and how Microsoft has continued to add features and see them in short demos. We will also discuss what we are still […]
#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 […]
DynamicsCon 2023: What do D365FO Electronic Reporting and Warehouse Labels Have in Common?
What do D365FO Electronic Reporting and Warehouse Labels have in common? Answer: Docentric transforms both of these complex frameworks into a user-friendly experience! Our experts Sanja Kolundžija & Albin Lotrič first show how anyone who knows how to use MS Word can design Docentric templates too. Then, they will present […]
#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. […]
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 […]
Email Electronically Signed D365FO ER Project Invoice With Expenses Attachments
D365FO project invoices are usually emailed to clients. In the case of Time and Material (T&M) projects, we register the expenses on a project, so that we can cross-charge them to our client. A common requirement is to email the receipts of project invoice expenses […]
