(1) This instruction is meant for IT Team. Basic knowledge of data entities, tables, data types, report layout are required to complete this task. Electronic Reporting (ER ) enables D365 advanced users with database and programming skillsets to export/import data from/to the system.
(2) ER consists of these 3 basic concepts
(A) Data Model - It's another word for data dictionary with fields and data types (String, Integer, Real, Record, Record List). Data model with list of fields should include at least a Record List type. Data model is mapped to Data Source for input and Format for output.
(B) Data Source - It is database tables and entities in D365 including standard and custom ones. It is mapped to Data Model as input. Record List in the Data Model should be bind to the Data Source (table record). Prompt for Query field should be enabled to get input from user during run time. Alternatively, User Input Parameter could be specified as Data Source.
(C) Format - It is the input/output report layout that is mapped to the Data Model. The file format may be in XML, Excel or Text format.
(3) Typical use cases of ER include
(A) Export shipment data to customer in Excel format
(B) Import bank statement for reconciliation with D365
(4) Overview of ER is available at
(5) Step-by-step instructions to build ER is available at
https://powerobjects.com/dynamics-365-finance-operations/electronic-reporting-explained/
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