Category: Electronic Reporting (GER)

Use of Methods in D365FO Electronic Reporting Explained. Table vs Table Records & Class vs Object.

16th September 2024

In this video, we are going to see in detail the different Electronic reporting Data Source types that have methods, and how to use them. We will see with an example how to call and use a method with parameters, and also in the post you will find a brief summary of the video with all the content in a very short read, for the blog post format lovers out there. I promise both formats are worth the time! … More Use of Methods in D365FO Electronic Reporting Explained. Table vs Table Records & Class vs Object.

Upload your Electronic Reporting objects to Dataverse solution automatically – How the new ALM in ER will look like.

22nd July 2024

In a previous post, I explained how I did to migrate all the existing ERs of a project to Dataverse. But what about the new ER reports or versions created after that? After months of not knowing what the new development/deployment cycle will look like due to the deprecation of RCS and the move to Dataverse, we finally have an answer! There is a new functionality to streamline the process of uploading to the Dataverse repository your Electronic Reporting objects right after you have developed and tested them in your development environment! That way you will be able to easily distribute them to all the different environments and also keep all your reports in one place, making easier to avoid ending up having divergent versions of the same report.

This functionality is included into the Upload into repository (that it normally worked so-so), but that now is a live safer/changer for all the ER developers that want to do the things correctly and use a Repository. … More Upload your Electronic Reporting objects to Dataverse solution automatically – How the new ALM in ER will look like.

Migrate RCS Electronic Reportings (ER) to Dataverse: Step-by-Step Guide

1st June 2024

As you all may know, RCS (Regulatory Configuration Service) is being deprecated as the Electronic Reporting objects repository. No new provisioning of RCS environments from 10.0.39, and Microsoft will fully shut down it by the 1st of August of 2024. The new repository is nothing more and nothing less than the good Dataverse, so how do we migrate our ERs? keep reading to have the full picture of the process. … More Migrate RCS Electronic Reportings (ER) to Dataverse: Step-by-Step Guide

D365FO Electronic Reporting: Dynamic Height (Auto-fit Height) in Excel rows with wrap text and merged cells

5th March 2024

If you have worked with Business documents or with ER Excels, you have probably faced the issue of having merged cells that don’t vertically grow dinamically to be adjusted to the content. Did you know that there’s an OOB solution for it? In this post and also in below video, we are going to see it in detail, hence you can avoid making the errors I did when I discovered it and started to implement it in all my ER reports. check it out! … More D365FO Electronic Reporting: Dynamic Height (Auto-fit Height) in Excel rows with wrap text and merged cells

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

23rd January 2024

A detailed guide about 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 that… Here you are a good way to start modifying the Business documents Excel templates avoiding the most common mistakes, In this video, using examples like always, we show at least 4 of them and explain a good way of doing it:

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

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

D365FO ER (GER): Error while evaluating expression…

15th January 2024

In this post (and you have the video version of it in YouTube), we are going to understand why this pretty common error happens, giving us the tools to see what is wrong, and troubleshooting the error. We are going to see 2 different examples, first didactic one, made out by me to force the error and help us understand it, and second one, a real ER error from the OOB BAI2 Bank statements, that I had to face lately in a project. … More D365FO ER (GER): Error while evaluating expression…

D365FO Electronic Reporting complete real export to Excel example: Use of AllItemsQuery, ListDistinct and ListJoin

8th November 2023

In this video/post we are going to go through the requirement of exporting all the CustInvoiceTrans with the related header and lines charges. This is a real requirement example that I chose because I find it very didactic, since given the table structure I was forced to use and understand the functions AllItemsQuery, ListDistinct and ListJoin. I also take advantage of this example to explain again how to export data to excel, generating myself the Excel template with the ranges and everything. Check it out, it is a good opportunity to continue strengthening your ER abilities! … More D365FO Electronic Reporting complete real export to Excel example: Use of AllItemsQuery, ListDistinct and ListJoin

D365FO Reports in ER. Destinations with direct execution or Print Management for Business Documents.

25th September 2023

In this post we are going to explain how to configure the Electronic Reporting Destionations to convert a report to PDF, send it to the archive, send it by email, etc. You have also this video where I configure and explain it for our report used in previous videos/posts and for a Business document report in the print management destinations. … More D365FO Reports in ER. Destinations with direct execution or Print Management for Business Documents.