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Dynamics 365 ERP - Development

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May 22, 2024

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  • The article titled "To read more about electronic reporting, please visit" provides a step-by-step guide on how to create an outgoing electronic document (Electronic report export) in Dynamics 365 Finance and Operations.
  • The article highlights the process of creating a simple customers list XML report using the Electronic Reporting Workspace.
  • The steps involve creating a configuration for the report, adding a model root and customer record list, mapping the model to data sources, validating the data mappings, and changing the status of the configuration to complete.
  • The article also explains how to create an electronic report format based on the model, add root and XML elements, and bind them with the customers list, customer account, and customer group.
  • The final step is to save the designer and run the report to generate the desired output.
  • The article provides screenshots and clear instructions for each step, making it easy for readers to follow along and implement the process.
  • The author, Sami Noor Khan, concludes the article with a note of encouragement and a sample of how the final report should look.
  • Overall, this article is a valuable resource for users looking to create outgoing electronic documents in Dynamics 365 Finance and Operations using the Electronic Reporting Workspace.

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