Send and receive electronic documents in Dynamics 365 Business Central
Intermediate
Business User
Functional Consultant
Dynamics 365
Business Central
Configure the E-Documents framework and use it to send and receive electronic sales and purchase documents in Business Central.
Learning objectives
By the end of this module, you'll be able to:
- Explain how the E-Documents framework exchanges business documents.
- Set up an e-document service, workflow, and document sending profile.
- Send sales e-documents through a service or by email.
- Receive, review, and process purchase e-documents.
- Monitor e-document statuses and resolve common processing errors.
Prerequisites
Basic understanding of how to navigate Dynamics 365 Business Central and work with sales and purchase documents.