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Dynamics 365 ERP - Development

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May 1, 2024

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  • The article explains how to configure the Electronic Reporting Destinations in order to convert a report to PDF, send it to the archive, send it by email, etc.
  • The Electronic Reporting Destinations form can be accessed from the ER workspace.
  • To create a new destination for a given format, the user needs to create an electronic reporting destination header.
  • After creating the electronic reporting destination, the user needs to set up the file destination lines, providing a name and selecting the file component name.
  • The user can enable settings to select the different destinations for a particular report.
  • Depending on the way the ER is executed, the user may or may not be able to modify the destination settings during each execution.
  • Print Management Destinations for business documents can be configured separately from the Electronic Reporting Destinations.
  • To configure Print Management Destinations, the user needs to select the ER based report format in the Print Management and click on the right arrow symbol next to the Destination Name field.
  • In the Print Management setup, the user needs to select the newly created Electronic Reporting named destination for the report to be executed correctly.

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