Dynamics 365 Finance and Supply Chain Management TechTalk: What's New in the April 2020 Release for Configurable Business Documents (EVT375PAL2)Mikhail Filatov

Principal Engineering Lead, Microsoft

Nikolay Selin

Senior Program Manager, Microsoft

Contents ## Overview of Configurable Business Documents

## Overview of new features in April 2020 Release

## Choice of document options

## Available templates

## Demo: New Document UX and integration with Global Repo

## Demo: Phyllis sends an invoice as PDF attachment

## Demo: Phyllis prints out an invoice

## Demo: Phyllis uploads a template

## Resources

## Q&A

© Microsoft Corporation Dynamics 365

Global Repo

Business Document Management workspace

Electronic reporting

ER Destinations

Phyllis

Simon

Configuration designers

Versions

Office or PDF format

Overview of new features in April 2020 Release

New UX

The Business

document Management

workspace shows only the

templates that are available for

the current provider.

The New document button lets

users create and edit a template

in an Electronic reporting (ER)

format configuration that is

provided by another provider, e.g.

Microsoft.

Conversion to PDF (Public

preview)

This feature allows

conversion for any

business document

generated in Excel or

Word via a new

setting, Convert to PDF,

in Electronic reporting

destination setup for a

given report.

© Microsoft Corporation Dynamics 365

Direct Printing support (Public

Preview)

This feature lets you select printer

destinations for electronic reporting

destinations of Word, Excel, and

PDF-based configurations. This

setup is then used to send PDF

documents (either converted from

Word or Excel, or documents that

were generated in PDF format) to

the Document Routing Agent (DRA).

Overview of new features in April 2020 Release (continue)

Enhanced filtering options for finding

configurations in the Global repository

You can apply filters, either individually or in

groups, to find specific or related

configurations. For example, to find all

configurable business documents related to

vendor invoices, you can apply the 'Business

document type' filter.

You can further refine a search by selecting the

country code and clicking Apply filter.

Template upload for re-using existing layouts

of business documents

You can create a new template of a business

document based on an externally prepared

Excel workbook or Word document. For

example, you can pick up an invoice form that

is provided by your customer, upload it to your

Finance application and specify for what kind

of invoices you would like to use it.

The most relevant ER data model will be

automatically suggested as a data source

using to fill in your template at runtime. You

can further refine your template and bind its

fields with the fields of the selected data

model by using the Configurable business

documents capabilities.

© Microsoft Corporation Dynamics 365

Routing and Distribution

Available templatesModule Report name Country

AP Purchase agreement confirmation SYS

AP Purchase order packing slip SYS

AP Purchase order packing slip CZ

AP Purchase order SYS

AP Purchase order CZ

AP Purchase order HU

AP Purchase order purchase inquiry SYS

AP Purchase order purchase inquiry CZ

AP Purchase order purchase inquiry HU

AP Purchase advance invoice SYS

AP Vendor invoice document SYS

AP Vendor invoice document LT

AP Vendor invoice document LV

AP Vendor invoice document CZ

AP Vendor invoice document HU

AP Vendor invoice document MY

AP Vendor Invoice (IN) IN

AP Payment advice SYS

AP Request for quotation SYS

AP Request for quotation (Accept) SYS

AP Request for quotation (Reject) SYS

AP Request for quotation (Return) SYS

AR Sales order confirmation SYS

AR Sales order confirmation CZ

AR Sales order confirmation HU

AR Sales invoice SYS

AR Sales invoice EE

AR Sales invoice LT

AR Sales invoice HU

AR Sales invoice LV

AR Sales invoice CZ

AR Sales invoice PL

AR Sales invoice TH

AR Sales invoice FR

AR Sales invoice IN

Module Report name Country

AR Sales order packing slip SYS

AR Sales order packing slip CZ

AR Sales order packing slip LT

AR Sales order packing slip PL

AR Sales quotation SYS

AR Sales quotation CZ

AR Sales quotation HU

AR Sales quotation confirmation SYS

AR Sales advance invoice SYS

AR Sales advance invoice PL

AR Customer interest note SYS

AR Collection letter note SYS

AR Collection letter note CN

AR Cust account statement, Ext SYS

AR Cust account statement, Ext CN

AR Cust account statement, France FR

AR Free text invoice SYS

AR Free text invoice EE

AR Free text invoice LT

AR Free text invoice HU

AR Free text invoice LV

AR Free text invoice CZ

AR Free text invoice PL

AR Free text invoice TH

AR Free text invoice FR

AR Customer payment advice SYS

AR Agreement confirmation SYS

AR Customer Debit and Credit Note SYS

Proj Project invoice SYS

Proj Project invoice AE

Proj Project invoice JP

Proj Project invoice PL

Proj Project invoice HU

Proj Project invoice CZ

Proj Project invoice LT

Module Report name Country

Proj Project invoice Full_MY

Proj Project invoice Simplified_MY

Proj Project invoice TH

Proj Project manage invoice SYS

Proj Project manage invoice PL

Proj Project manage invoice HU

Proj Project manage invoice JP

Proj Project manage invoice LT

Proj Project manage invoice CZ

Proj Project customer retention release SYS

Proj Project customer retention release PL

Proj Project customer retention release HU

Proj Project customer retention release LT

Proj Project customer retention release CZ

Proj Project customer retention release TH

Proj Project quotation SYSProj Project invoice with billing rules SYSProj Project invoice with billing rules CZProj Project invoice with billing rules HUProj Project invoice with billing rules LTProj Project invoice with billing rules PLTMS Certificate of origin SYSTMS Load tender SYSTMS Route SYSTMS TMS Commercial Invoice SYS

WHS Bill of lading SYSWHS Container contents SYSWHS Load list SYS

WHS Picking list SYS

WHS Picking list CZWHS Production pick list SYSWMS Shipping pick list for load SYSWMS Shipping pick list for shipment SYSWMS Shipping pick list for wave SYS

Demo

New Document UX and integration with Global Repo

© Microsoft Corporation

Demo

Phyllis sends an invoice as PDF attachment

Phyllis prints out an invoice

Phyllis uploads a template

© Microsoft Corporation

https:\\aka.ms\businessdocumentmanagement

Electronic reporting overview

Download Electronic reporting configurations from Lifecycle Services

Manage the Electronic reporting configuration lifecycle

Formula designer in Electronic Reporting

Extending the list of Electronic reporting functions

Electronic reporting destinations

Use an Electronic reporting configuration to provide Power BI with data from Dynamics 365 for Operations

filatovm@microsoft.com

© Copyright Microsoft Corporation. All rights reserved.

© Copyright Microsoft Corporation. All rights reserved.