D365FO Electronic reporting Excel templates for Business Documents guide; All you need to know from 0. (ER from scratch part 5)

D365FO Electronic reporting Excel templates for Business Documents guide, All you need to know from scratch

In this video we are going to see a detailed guide to learn how to deal with the delicate excel templates for Electronic Reporting. Very useful to understand and start working with the Business documents. Many times, I’ve received questions about this topic, errors loading the templates and stuff like this… Here you are a good way to start modifying the Business documents Excel templates avoiding the most common mistakes, In this video we show at least 4 of them and explain a good way of doing it:

  • Not understanding the cells/ranges names (use the NameManager!)
  • Changing stuff without consider the containing ranges (and so losing the existing mappings)
  • Change a name outside of the Name Manager
  • Not using labels

Go for it!


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