Book Image

Implementing Microsoft Dynamics 365 for Finance and Operations

By : Rahul Mohta, Yogesh Kasat, JJ Yadav
Book Image

Implementing Microsoft Dynamics 365 for Finance and Operations

By: Rahul Mohta, Yogesh Kasat, JJ Yadav

Overview of this book

Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers. This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project. Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition.
Table of Contents (23 chapters)
Foreword
Title Page
Credits
Disclaimer
About the Authors
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Electronic reporting


Electronic reporting (ER) is a tool to configure electronic formats in accordance with the legal requirements of various countries/regions. This engine supports statutory/country-specific electronic documents, enabling you to manage these formats during their lifecycle.

ER has the following features:

  • It is a good tool for producing TEXT, XML, and OPENXML worksheet formats
  • It is designed for business users familiar with Excel-based formulas
  • It easily adheres to changes in regulatory requirements
  • Versioning is available to manage definition lifecycle

Other applications of electronic reporting include: 

  • Financial auditing
  • Tax reporting/GST/VAT
  • Electronic invoicing
  • EDI (Electronic data interchange)

Let's now take a brief look at the steps of configuring ER:

  1. Sign in to Dynamics 365 for Finance and Operations, Enterprise edition and go to the Electronic reporting workspace:

  1. On the Microsoft tile, click Repositories:
  1. Go to Configuration repository to pick and choose statutory requirement...