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Business Documents – Part 10

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#documents

Dynamics 365 ERP - General

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Dec 14, 2024

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  • Business Documents is a standard tool in Microsoft Dynamics 365 Finance & Operations (D365FO) that enables the visualization of documents and reports.
  • Electronic Reporting (ER) framework is the primary engine for data extraction and formatting in D365FO.
  • Configurable Business Documents (CBD) functionalities and customization options were previously overviewed in a blog post.
  • Distribution methods for CBDs in D365FO include PDF viewing, emailing, archiving, and SharePoint integration.
  • Standard Microsoft CBD and custom documents can be utilized within the Electronic Reporting destinations framework.
  • CBDs support "View" and "Print" actions, with specific actions like "Send" for electronic document sending.
  • Distribution methods for CBDs include email, archiving, saving to local PC, on-screen viewing, SharePoint routing, and printing.
  • Flexibility in document management processes with CBD distribution methods aligns with specific business needs.

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