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Business Documents – Part 9

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Dynamics 365 ERP - General

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Dec 9, 2024

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  • Business Documents in Microsoft Dynamics 365 Finance & Operations (D365FO) use Electronic Reporting (ER) framework for data visualization.
  • Configurable Business Documents (CBD) overview and customization were covered in a previous blog post.
  • Setting file names in the ER Format Designer involves selecting the main node and defining the file name using model mapping variables.
  • Formulas like CONCATENATE can be used to generate dynamic file names based on document type and timestamp.
  • Example formula provided generates a file name with document type, invoice ID, and current date.
  • IF conditions in the formula adjust text based on invoice or pro forma.
  • DATEFORMAT(TODAY(), “yyyy-MM-dd”) function adds current date in specified format.
  • Once configured, dynamic file names will automatically populate for all document outputs.

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