Configure & Use Electronic Reporting (ER) in Dynamics 365 Finance and Operations | Data Models, Mapping, Formats & Repositories

Learn how to configure and use Electronic Reporting (ER) in Dynamics 365 Finance and Operations, including data models, model mapping, format mapping, repositories, configuration providers relevant skills.
SKU: 20008
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$59.95

Sneak peek inside!

Sneak peek inside!

Course Length: 00 Hours 33 Minutes 32 Seconds
The paid version of this course contains videos for the following: 

Overview

This course provides a practical, hands‑on introduction to Electronic Reporting (ER) in Dynamics 365 Finance and Operations apps. You’ll learn how ER works, how to configure data models, model mapping, format components, repositories, configuration providers, and how ER integrates with Business Document Management and parameterized email templates.

Electronic Reporting (ER) Overview

  • ER architecture

  • ER process flow

Data Models & Model Mapping

  • Data model components

  • Model mapping components

  • Model mapping designer

Format Mapping

  • Outgoing electronic document formats

  • Incoming electronic document formats

  • Format mapping designer

Configuration Providers

  • Create configuration providers

  • Manage provider ownership

Repositories

  • LCS repository

  • Operations resources

  • RCS repository

  • File system repository

Extended Learning (Referenced Courses)

  • Import data models & format mappings

  • Data formatting & binding

  • Formula designer

  • Formula validation

  • Document content control & versioning

Outcome

By the end of this course, learners will be able to configure and use ER in D365 FO, build data models, create mappings, design formats, manage repositories. 

Learn how to Configure and Use Electronic reporting with real-life examples from the following courses that must be subscribed to separately: