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

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

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

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 ER (GER): Error while evaluating expression…

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

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.

D365FO Base enums in ER (Electronic Reporting) model mapping. ListOfFields and GetEnumValueByName Functions.

Something very common and simple like binding Enum fields is a little more complex than what we might think initially, this is the way I found to deal with them and once you know it, it’s pretty straightforward. If you know better solutions for it, please let me know! … More D365FO Base enums in ER (Electronic Reporting) model mapping. ListOfFields and GetEnumValueByName Functions.

Electronic Reporting From Scratch part 4: Optimization of GER. FILTER vs WHERE and debugging your ER.

Electronic Reporting, despite not being code based, is still development, and it deals with data whether it is used for reporting or for integration purposes, so performance is something to definitely take into acount. In this video we include the ER Perfomance into the table, bringing an example that will help us understand how data is loaded into the ER and to give the importance to the optimization that it really has. … More Electronic Reporting From Scratch part 4: Optimization of GER. FILTER vs WHERE and debugging your ER.

D365FO Electronic Reporting from Scratch part 3: Use of Parameters and Excel Format

In this part, we are going to have 2 very different parts, in the first part we’ll see how to deal with user input data, and in the second one we are going to learn how to work with Excel format in ER, using an exporting example. … More D365FO Electronic Reporting from Scratch part 3: Use of Parameters and Excel Format