Skip to content

Digital Reporting in Dynamics 365 for Money and Treatments

Electronic confirming (ER) may be a tool within just D365FO that allows you to configure formats for the purpose of both newly arriving and sociable electronic files. No coding is required, thus practical consultants and business users who have a fantastic understanding of the Dynamics 365 data composition can easily configure ER.

STÅR is a common program that provides you with the ability to generate an Excel-based electronic digital report via data in Dynamics 365 with regards to Finance and Operations. It can be used to facilitate the translation from business data to business files, which can after that be distributed to other stakeholders or exterior parties.

The moment defining an ER formatting, you can choose from two main elements – your data Model and the Format. A data model describes a business site area with sufficient details to meet confirming requirements in this website url. A data format describes an output document that is made at runtime, or which is to be imported during data improvement, such as a textual content or XML file. It can also describe a Microsoft Word document or worksheet. The format part defines design and content of the designed output. This may also define a mapping in the data model towards the output.

You are able to import a completed or perhaps shared IM configuration via a repository within the Configuration product. When you do this, a requirement check is conducted to ensure that each and every one prerequisites are fulfilled prior to the configuration could be imported into the D365FO environment. It will help you to prevent the potential of importing a configuration that can cause problems inside your environment.


Comments are closed.