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The Electronic reporting framework is not getting any Preview features in 10.0.45. Two new features are available for you to Enable in Feature management, while at the same time several features are now On by default. Three features are now Mandatory. Additionally, there was one bug fix related to the ER. New features In-app PDF conversion for configurable business documents (CBD) This feature has been long in the making. Starting from 10.0.29 where the feature Utilize application resources to perform CBD documents conversion from Word to PDF format enabled users to to convert generated Word documents to PDF locally by using application server resources. This feature lacked one important thing: it didn’t provide local conversion of Excel documents to PDF. You could still use the conversion outside of the current Finance instance. In this scenario, the document would be sent outside of the instance to the conversion service, which would then return the converted document. This approach had several limitations, one was that the PDF conversion was available for cloud deployments while on-premise environments required online connections, the other was that there was a number of pages limit for a generated PDF document set to 300. ...

Either a business user or a Functional consultant needs to configure basic Electronic Reporting (ER) framework parameters before using the framework’s functionality. In this article, I will go through the basic ER parameters that need to be set, along with a couple of words about Configuration providers. Finally, I will briefly go through the process of importing the standard ER format configuration. Let’s start with the parameters. Configure ER parameters Basic functionalities of the ER framework are controlled by the values from the parameters, ranging from the Main to the Runtime parameters. Before I continue with endless repetition of the word “parameters,” let’s dive in and see what each parameter means. ...

Monitoring the posting history for Sales Order Invoices and Free Text Invoices is now much easier. This improvement comes with a new Preview feature in D365FO 10.0.45. The feature, called Customer invoice logging framework for sales order and free text invoice history tracking, is available through Feature management. Customers can enable it and test its capabilities. Preview features are included throughout each new D365FO release, from Preview to GA versions. They must be enabled in the Feature management workspace before use. Some Preview features may be scrapped and never reach GA. You can learn more in my article Feature Management in D365FO ...

In every FO release, Microsoft adds, modifies, or removes features. To achieve a streamlined process, Microsoft uses Feature management experience, which can be found in the Feature management workspace. Handling the introduction of new features through this management tool is quite smart, as it allows Microsoft to introduce new features (that can potentially break existing processes) to all customers and receive constructive feedback from those who enable and use them in their test environments. ...

Sending an email is a no-brainer, you add the recipient, type the subject (the more confusing the better 😆), and of course type the contents in the email body. I won’t judge if you want to send the attachment, but forgot to attach it. I’ve been there myself too many times. This process seems simple, right? Let me guide you through the interesting and ongoing journey of one Email body editor within D365 for Finance & Operations. ...

Whether you are tapping into Inbound processes or want to purchase more items for your Contoso demo data, receiving Purchase orders is one of the fundamental business processes in Supply Chain management. I will also cover the creation of a License plate label during the Purchase Order receive process, so stick around to see how it goes. Initial configuration As our Warehouse management system of choice is really powerful and complex, it is no wonder we need to check some initial configurations before diving into actual processes. ...

After getting to know terms and acronyms in warehousing, it is equally relevant to learn more about some of the core constructs in supply chain management. Besides core constructs, I will also write about the mobile aspect of the warehouse - the mobile warehouse app. The warehouse management app from Microsoft is a neat little application that warehouse workers use to do their day-to-day tasks. I will explain some basic concepts and configurations for the warehouse mobile app in D365 SCM. ...

Imagine trying to find a single item in your kitchen without some degree of order. Chances are you would somehow manage to complete your tasks for a limited time and then succumb to chaos. When you create order, you will know where the cutlery, spices, dishesand glasses are and will no longer have trouble finding or “picking” them when you put them in their designated places. While you can manage your kitchen stock in your head, large warehouses with thousands of items are managed by powerful and complex systems that are often integrated with the ERP systems that the company uses to manage its operations and track resources. ...