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Implementing Microsoft Dynamics 365 for Finance and Operations

You're reading from   Implementing Microsoft Dynamics 365 for Finance and Operations Implement methodology, integration, data migration, and more

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Product type Paperback
Published in Sep 2017
Publisher Packt
ISBN-13 9781787283336
Length 562 pages
Edition 1st Edition
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Authors (3):
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JJ Yadav JJ Yadav
Author Profile Icon JJ Yadav
JJ Yadav
Rahul Mohta Rahul Mohta
Author Profile Icon Rahul Mohta
Rahul Mohta
Yogesh Kasat Yogesh Kasat
Author Profile Icon Yogesh Kasat
Yogesh Kasat
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Toc

Table of Contents (15) Chapters Close

Preface 1. Introduction to Microsoft Dynamics 365 FREE CHAPTER 2. Implementation Methodology and Tools 3. Architecture and Deployment 4. Project Initiation and Kickoff 5. Requirements, Business Process Analysis, and Traceability 6. Configuration and Data Management 7. Functional and Technical Design 8. Integration Planning and Design 9. Building Customizations 10. Analytics, Business Intelligence, and Reporting 11. Testing and Training 12. Go Live 13. Post Go Live Support 14. Update, Upgrade, and Migration

Electronic reporting


Electronic reporting (ER) is a tool to configure electronic formats in accordance with the legal requirements of various countries/regions. This engine supports statutory/country-specific electronic documents, enabling you to manage these formats during their lifecycle.

ER has the following features:

  • It is a good tool for producing TEXT, XML, and OPENXML worksheet formats
  • It is designed for business users familiar with Excel-based formulas
  • It easily adheres to changes in regulatory requirements
  • Versioning is available to manage definition lifecycle

Other applications of electronic reporting include: 

  • Financial auditing
  • Tax reporting/GST/VAT
  • Electronic invoicing
  • EDI (Electronic data interchange)

Let's now take a brief look at the steps of configuring ER:

  1. Sign in to Dynamics 365 for Finance and Operations, Enterprise edition and go to the Electronic reporting workspace:

  1. On the Microsoft tile, click Repositories:
  1. Go to Configuration repository to pick and choose statutory requirement...
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