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Microsoft D365 Configurable Business Documents

Business document management in D365 can be done with Configurable Business Documents – Microsoft’s license-free solution for limited needs

License-free solution for Microsoft document management

D365 Configurable Business Documents offers a license-free output management solution for small businesses with limited requirements. The solution is partially integrated with business processes and workflows through Print Management.

Configurable Business Documents for Dynamics 365, also known as CBD, was released in October 2019 and is an extension of ER (Electronic Reporting). It comes with multiple reports consisting of ER formats and ER data models as their data source, which can be further customized through Microsoft Word or Excel.

Built on top of the Electronic Reporting Framework (ER), the reports were originally created as an alternative to SSRS reports.

In the absence of centralized knowledge and support, Microsoft Configurable Business Documents acts as an open source for programmers with a global community and all the benefits this brings.

What functionality does Configurable Business Documents D365 support?

Configurable Business Documents is partially integrated with business processes and workflows, but only through Print Management. Production reports such as Production Route Maps, Production Pick List, etc. are not supported by Print Management and therefore not supported by CBD.

In addition, the solution offers document management and document template setup with version control.

Microsoft Configurable Business Documents offers a license-free Output Management solution for small businesses with limited requirements when it comes to designing and distributing business documents from D365 F&SCM.

Any requirements that are not met by standard functionality in Electronic Reporting Framework and Excel/MS Word require X++ coding to meet them.

Learn more about Microsoft Configurable Business Documents for Finance and Supply Chain Management.

Alternatives to Configurable Business Documents D365

When it comes to Microsoft document management, there are several different options on the market and alternatives to Configurable Business Documents. At Tabellae, we also work with other document management software and can therefore advise you on the Output Management system that suits your specific needs.

See the differences and similarities between various document management solutions and get a quick overview of whether you can get by with a simple solution like Configurable Business Documents.

For a more technical comparison of software options, download our Comparison Guide, which compares the functionality of the most common document management solutions on the market.

Learn more about Electronic Reporting
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Watch how-to videoes about Electronic Reporting

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Technical knowledge

Guides and technical articles about Electronic Reporting

Who is Electronic Reporting for?

Configurable Business Documents is often referred to as Electronic Reporting (ER), and is a powerful output management tool used for configuration of electronic business document formats e.g. invoices, purchase orders, quotes etc. It’s currently supporting TEXT, XML, JSON, PDF, Microsoft Word, Microsoft Excel and OPENXML spreadsheet formats. Other formats are supported by an extension interface.

With Electronic Reporting D365 you can effectively leverage electronic reporting capabilities in Dynamics 365 to streamline your reporting processes and ensure compliance with regulatory standards. However, D365FO electronic reporting is primarily used by companies with simple business needs, including financial documents such as bank statements, order confirmations, and invoices.

The software can be used by companies with complex needs, but it’s not recommended by Tabellae. When developing electronic documents, tailored customizations frequently arise to accommodate the individual requirements of the company, and the amount of needed resources and coding experience/hours is often overwhelming  – despite the fact that the solution is marketed as code-free.

Read more about our output management software recommendations from one of our CBD/Electronic Reporting specialists, Malte Slot Lauridsen.

How to use D365 electronic reporting

At Tabellae, we are skilled with Configurable Business Documents / Electronic Reporting (ER). We have a dedicated department to this area, and they have experience with everything from how to set up and configurate electronic documents to how to map data and test the configurations to verify that they generate the expected output.

Have you experienced trouble with Electronic Reporting in D365? Then check out our YouTube channel, where you can learn Electronic Reporting in Dynamics 365 Finance and Operations online, e.g.:

  • How to get started with Microsoft Configurable Business Documents – the right way
  • Mastering Dynamic Row Height in Excel with D365 Electronic Reporting
  • How to make Dynamic Footers in Excel templates with the ER Format Designer
  • Create page numbering in the ER Format Designer
  • Use company logo on your ER documents
  • Change Microsoft “horisontal total section” to a “vertical range”

You can get started properly with Microsoft Configurable Business Documents using Best Practices. Click below to learn how.

Is Configurable Business Documents right for you?

Get a free pre-analysis to ensure you get the right software for the job.

Get a solution that’s neither too small nor too big, but fits your project. Contact me to schedule a time for a pre-analysis to learn more about whether Microsoft Configurable Business Documents is right for you.

Lennart Garbarsch, Partner