Configurable Business Documents in Dynamics 365

Create and maintain invoices, orders, and reports with flexibility – without coding, and completely license-free.

Configurable Business Documents – A smart choice for the basic document needs in D365

Microsoft Dynamics 365 Configurable Business Documents (CBD) offer a flexible, no-code way to manage common business documents, such as invoices, purchase orders, and quotes.

CBD is built on Electronic Reporting (ER) and can be configured directly in Microsoft Office (Word), making it ideal for streamlining document design and reducing IT dependency.

CBD is a license-free option that fits companies with basic document output needs.

When to choose Microsoft Configurable Business Documents:

CBD is especially suited for:

Companies that operate in 1-2 countries
Businesses with few legal demands
Businesses with few customer demands

Whether you’re delivering a D365 solution or running it internally, CBD provides a fast, budget-friendly way to get essential documents up and running — without advanced coding.

Is CBD the right choice for your business?

Get a clear overview with our free software comparison guide.

✔ Quick overview of key differences
✔ Compare the functionality of common document management solutions
✔ Choose the right solution, that fits your needs

Get Started with Electronic Reporting in D365 – with Tabellae

Microsoft’s Configurable Business Documents for Electronic Reporting cover the basic Dynamics 365 needs. The solution comes with standard configurations and templates, but functionality is limited.

That’s why Tabellae’s experts have developed the Best Practice Package – an enhanced solution that adds real value and makes implementation faster and easier.

Best Practice Package – An efficient start

With Tabellae’s Best Practice Package, you’ll get an efficient start and the ability to manage Print Management reports directly in Dynamics – completely license-free.

Best Practice Benefits:

✔ Fast implementation

✔ Step-by-step guidance

✔ Post go-live support ( Evergreen)

The Best Practice Package is an ‘Implementation accelerator’ with implementation tools, pre-configured configurations, document templates, methods, and Output Management experience.

What’s included:

17 preconfigured documents
Three unique document design templates to choose from
Setup for 1 legal device – ready for testing
Two half-day workshops with a CBD expert
Expert support after go-live

Successful Implementation of Microsoft Configurable Business Documents

BE Group, in collaboration with Tabellae, has successfully implemented Configurable Business Documents.

“The collaboration with Tabellae has been excellent. Their consultant ensured we had regular follow-ups to keep everything on track, which gave us a clear overview of progress and observations points throughout the process.”

Martin Axelsson
IT Business Partner Manager, BE GROUP

Read the full case story

Need help with business documents in Dynamics 365?

Whether you’re implementing Dynamics yourself or delivering it to a customer, we help you get your business documents working the right way.

✔ Gain Proven Expertise
– benefit from our experience from hundreds of successful projects and ready-to-use Best Practice Packages.

✔ Save time and avoid costly mistakes
– Get your documents set up right the first time — and keep your project on track.

✔ Scale with confidence
– Ensure your documents work seamlessly across companies, languages, and compliance standards.

Minimize the risk of project delays – Choose Tabellae

600+ happy customers

600+ companies have selected Tabellae to minimize project ERP risks and document exchange costs with professional Document Output Management.

15+ years of experience

Benefit from from out many years of experience with document management for ERP systems!

Our tailored Best Practice Packages ensure efficient ERP implementation, while document customization transitions from a time-consuming task to a simple and streamlined process.