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Microsoft provides all this info in their documentation. We’ll cover the versioning and deployment using LCS in a future post. We won’t discuss the topic of Configuration providers or the Application Lifecycle Management (ALM) story for ER reports in this post. The minimum configuration to enable our simple export scenario includes: To get started, we need to set up a few parameters.
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Then, similar to how an object gets serialised, the data model will be converted into a target format, in our case XML. Data from the PurchTable and its related tables will be selected by D365FO and saved as an intermediate object in the format specified by the data model. It includes fields of various data types. In case you’re wondering what “ data model” means in the world of ER, you can think of it as a class definition. The following sections will go through each step of the process depicted below. System-level view of the Electronic Reporting export scenario The file can then either be downloaded or sent to downstream integrations, like a Logic App that would orchestrate the link to another system.įigure 3. This will trigger the export and produce an XML file. Input data - Purchase order with two linesįrom a user’s perspective, they would just open up the Purchase Order form, select a PO and press a button labelled “ ER export”. We’ll be addressing the benefits of ER in the last section.įigure 1. Of course, there are many ways of achieving the same result, such as using the data management workspace, OData, Logic Apps, etc. 0000042) and the output is an XML file in the format shown below. In other words, the input is the PO number (e.g. The scenario we’ll be looking at is very simple : exporting some info about a given purchase order (PO), as well as all its lines. What we’re trying to achieve here is to add some clarity and show how a simple export is done using ER by linking the concepts specific to ER with more familiar terms used in the power-user and development worlds like data selection, serialization or transformation. Others have covered the advanced setup in depth. In this post we’ll be looking at a classical data export scenario and showing how it can be implemented using the Electronic Reporting (ER) feature in Dynamics 365 for Finance and Supply Chain Management (D365F&SCM).Īs Microsoft mentioned, the ER framework replaces 20 or so existing frameworks, so it’s expected that the complexity of its configuration is high and the learning curve is steep.