Configure electronic reporting in Dynamics 365 Finance

Functional Consultant
Dynamics 365


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Instead of extending the code for Dynamics 365 Finance to meet regulatory features and compliance for different countries or regions, a business user can configure and use the electronic reporting tool without a single line of code. For example, you can adopt new regulatory requirements and generate business documents in the required format to electronically exchange information with government bodies, banks, and other parties.

Learning objectives

In this module, you will learn how to:

  • Configure electronic reporting
  • Use barcode data sources to generate bar code images
  • Add a new electronic reporting provider and mark it as active
  • Generate an electronic document in a specific format
  • Create electronic reporting configurations


  • The ability to use Dynamics 365 Finance for basic processing
  • Knowledge of finance and accounting processes
  • The ability to use formulas in Microsoft Excel