Configurable Business Documents in Dynamics 365

Configurable Business Documents in Dynamics 365 lets you 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.

Tabellae makes it easy to get started with Electronic Reporting in D365

Configurable Business Documents for Electronic Reporting is for the basic Microsoft Dynamics 365 Output needs. It comes with a number of configurations and templates that you can use out-of-the-box – but these have some shortcomings.

This is why Tabellae’s specialized Electronic Reporting team has elevated Microsoft’s free solution for business documents to a new level with our Best Practice Package.

Best Practice Package – Get started fast

Tabellae’s Best Practice package for Configurable Business Documents ensure efficient ERP implementation and with the package you will be able to handle Print Management reports yourself directly in dynamics, license free.

Best Practice Benefits:

✔ Get Started Fast

✔ Guided every step of the way

✔ 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.

The Best Practice Package includes:

Document package with 17 documents pre-configured by Tabellae
Tree different document designs to choose from ( uniqe offer )
Configurations for 1 legal device so everything is ready for testing
Two half-day workshops with CBD expert
Access to expert support after go-live

Tabellae helped BE Group succeed with Microsoft Configurable Business Documents:

Tabellae has helped numerous companies get the most out of Microsoft Configurable Business Documents — even when working within the limitations of standard tools.

With expert advice and proven Best Practice Packages, our consultants support digital transformation and help businesses improve efficiency.

One example is BE Group, who successfully implemented Configurable Business Documents with Tabellae’s support.

“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

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.

Post go-live Support

With our after go-live support you will have:

✔ Dedicated consultants
✔ Support for release planning and testing
✔ 24/5 support – regardless of your time zone

Not sure if CBD is right for your business? We’ve got the best tools to help you decide

Download our free software comparison guide for a clear overview of when to use Configurable Business Documents – and when to consider more advanced alternatives.

The guide gives you:

✔ Quick overview of key differences
– Understand when Configurable Business Documents is enough, and when more advanced tools are needed.

✔ Technical comparison
– Compare the functionality of the most common document management solutions and choose the right one for your needs.

Download the comparison guide here