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Electronic Reporting – Importing Configuration from Dataverse

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Dynamics 365 ERP - General

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Jan 24, 2025

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  • The ER framework in Microsoft Dynamics 365 Finance & Operations simplifies integration and document management.
  • Prebuilt ER configurations by Microsoft can be imported through the Dataverse repository.
  • Linking D365FO to the Power Platform Admin Center is essential for integration and accessing ER configurations.
  • Install the Globalization Solution for Dynamics 365 Finance in PPAC to access ER configurations.
  • Update the Globalization Solution in PPAC to ensure new configurations are available in the Dataverse repository.
  • Access Dataverse repositories in D365FO by navigating to the Electronic Reporting workspace.
  • Grant user access to update the Globalization Solution by assigning relevant security roles in PPAC.
  • This guide provides steps to seamlessly import and manage ER configurations in D365FO through Dataverse.

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