Technical knowledge about Electronic Reporting (CBD)
– the right way
– to unlock the full potential of ER
– that contribute to the professional look of documents
– to convert Word or Excel templates into PDF’s
License-free solution for Microsoft document management
Microsoft Configurable Business Documents offers a powerful output management solution for businesses with basic requirements for designing and distributing business documents from D365 F&SCM.
5 highlights about the solution:
- Configurable Business Documents is a license-free solution.
- It’s used for configuration of electronic business document formats e.g. invoices, purchase orders, quotes etc.
- It’s supporting TEXT, XML, JSON, PDF, Word, Excel and OPENXML spreadsheet formats. Other formats are supported by an extension interface.
- The solution 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.
- 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 support?
Configurable Business Documents has functionality that fits perfectly for small businesses with basic document management requirements, e.g.:
- Partially integration with business processes and workflows, but only through Print Management
- Document template and management setup with version control
- Creation of labels from warehouse module
- Electronic formats and output formats as PDF, DOCX, XLSX, XML and (CSV)
- Archive of generated documents, and preview/reprint from print archive
- Include D365 attachments with documents
- Support for barcodes, images and Terms and Conditions
Production reports such as Production Route Maps, Production Pick List, etc. are not supported by Print Management and therefore not supported by CBD. Any requirements that are not met by standard functionality in Electronic Reporting Framework and Excel/MS Word require X++ coding to meet them.
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.
Contact Tabellae
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.
If you have 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”
UNLOCK THE FULL POTENTIAL OF YOUR D365 INVESTMENT
At this channel, we’ll provide you with expert insights, practical tutorials, and best practices tailored specifically for leveraging Electronic Reporting with Dynamics 365.
Whether you’re a seasoned professional or just starting your journey with Dynamics ERP and Microsoft Document Management, our goal is to empower you with the knowledge and tools needed to streamline your reporting workflows, and unlock the full potential of your Dynamics 365 investment.
Go to our YouTube channel Tabellae Inc to learn how to get started easily with Electronic Reporting in Dynamics 365 – in the right way.
