On Microsoft Docs, Microsoft describes the electronic reporting engine in Microsoft Dynamics 365 for Operations as follows:

Electronic reporting (ER) is a tool that you can use to configure formats for electronic documents in accordance with the legal requirements of various countries/regions. ER lets you manage these formats during their lifecycle. For example, you can adopt new regulatory requirements and can generate business documents in the required format to electronically exchange information with government bodies, banks, and other parties. The ER engine is targeted at business users instead of developers. Because you configure formats, not code, the processes of creating and adjusting formats for electronic documents are faster and easier. ER currently supports the TEXT, XML, and OPENXML worksheet formats. However, an extension interface provides support for more formats.”

Electronic reporting in Microsoft Dynamics 365 for Operations supports us in configuring and generating electronic documents such as payment files, tax returns, Intrastat reports, and summaries. These Microsoft Dynamics 365 for Operations documents have a set format and are required in order to fulfill the statutory requirements of individual countries/regions.

Electronic-Reporting-in-Microsoft-Dynamics-365-for-Operations-Image1

Up to now, various modules in Microsoft Dynamics 365 for Operations used their own kind of electronic reporting, but these have now been brought together under one general tool.

The ER engine offers the following benefits for Microsoft Dynamics 365 for Operations:

  • Creating reporting formats not dependent on version for Microsoft Dynamics 365 for Operations
  • Creating a user-defined format based on an original format
  • Standard tool to support localization for Microsoft and Microsoft partners
  • Ability to share formats with partners and customers via the Microsoft Dynamics Lifecycle Service (LCS)

ER in Microsoft Dynamics 365 for Operations is made up of two components, with the data model (presentation of data structure) on the one hand, and the format (formula of reporting) on the other. Each data model or format version is saved in independent configurations and then shared via the LCS.

There are currently over 400 of these configurations available in the whole of the Microsoft Dynamics Lifecycle Service’s “shared asset library”.

Electronic-Reporting-in-Microsoft-Dynamics-365-for-Operations-Image2

These Microsoft Dynamics 365 for Operations configurations can be exported and imported into the relevant project’s asset library.

In order to access the LCS and the configurations provided by Microsoft, the Microsoft Dynamics 365 for Operations ER engine must first be parametrized and the relevant configuration providers defined.
Generally, these are Microsoft and the LCS project itself.

Electronic-Reporting-in-Microsoft-Dynamics-365-for-Operations-Image3

The available configurations can now be individually or collectively selected and imported.

Electronic-Reporting-in-Microsoft-Dynamics-365-for-Operations-Image4

After the import, the configurations can be selected in the relevant Microsoft Dynamics 365 for Operations modules.

Electronic-Reporting-in-Microsoft-Dynamics-365-for-Operations-Image5

The engine isn’t just for loading configurations; it can also be used to create your own configurations. Here, you have the option to start a reporting format from scratch or to base your report on one of the available formats. The format designer will help you:

Electronic-Reporting-in-Microsoft-Dynamics-365-for-Operations-Image6

The engine provides the following designers to help you create your own configurations:

  • Model designer
  • Model allocation designer
  • Format designer
  • Form designer

In order to justify Microsoft’s claim that “the Dynamics 365 ER engine is targeted at business users instead of developers. Because you configure formats, not code, the processes of creating and adjusting formats for electronic documents are faster and easier”, the user must have a strong affinity for developing/programming and a high level of technical understanding.

Would you like to find out more about the topic of electronic reporting in Microsoft Dynamics 365 for Operations? Our team would be happy to advise you and provide more detailed information. Don’t hesitate to get in touch with us. We’re happy to help.