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Electronic Reporting & Business Documents for Beginners in D365 FO 

Docentric
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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 the templates using Excel or Word, which are then populated with the data at runtime.
This session will explain the basic concepts and show how to obtain and customize existing ER configurations. We will discuss how to avoid the most common pitfalls and demonstrate some best practices we have developed using this technology.
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23 июл 2024

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Комментарии : 15   
@mariaboghean2759
@mariaboghean2759 2 года назад
The first tutorial that really helped me to understand how electronic reporting works. Great job and thank you a lot!!
@koenmeijerink
@koenmeijerink 2 года назад
Finally a tutorial that I can actually make sense of ... Thank you so much!
@arpit277779
@arpit277779 2 года назад
This was really helpful. Thank you for all the explanation.
@penugudurushiva
@penugudurushiva Год назад
Really awesome and useful. Many thanks for sharing. 👏👏
@veronikahoskova8183
@veronikahoskova8183 2 года назад
Amazing! Thanks a lot! I got it!
@karimbelhedi
@karimbelhedi 11 месяцев назад
very helful. thank you
@shereenomar9472
@shereenomar9472 Год назад
Great Video!! really helped me :). How do i hide an existing field?
@ymdview846
@ymdview846 2 года назад
The ER concept was good understanding and I need to know in how you modify the new field In excel and how you get the business doc management paths and related solution sir
@ymdview846
@ymdview846 2 года назад
Sir my question is If any changes done in child mode is automatically reflect the parent ? After refreshing
@diku6
@diku6 Год назад
Can we have a pdf report generated and automatically sent to the customer
@Docentric
@Docentric Год назад
Yes, you can. ER is using ER destinations, where you can choose email destination. Please see Microsoft documentation for more information: learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/electronic-reporting-destinations?context=%2Fdynamics365%2Fcontext%2Fcommerce learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-destination-type-email
@rica4th
@rica4th Год назад
I hate it when there is already a prepared, I was following the steps and then I cannot see the added customergroupname to add to the template
@chadbenavidez2032
@chadbenavidez2032 Год назад
me too. Wondering why he skipped this part and put a mystery on it.
@MisbahKhwaja
@MisbahKhwaja 11 месяцев назад
Yes exactly. Have you found any workaround to get the field added?
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