ZUGFeRD 2.2 / 2.3 import for Dynamics 365 Finance delivers an Electronic Reporting-based solution (no custom code) enabling full support for Germany’s mandated e-invoice format, mapping core data – header and line items – into D365. Available via AppSource with fixed-price licensing.
ZUGFeRD 2.3 / Factur-X 1.07 export for Dynamics 365 FO offers a plug-and-play ER-based solution – no custom development required – that supports profiles like COMFORT, BASIC, XRECHNUNG, and EXTENDED. It integrates seamlessly with configurable business documents, handles varied invoice types. Available via AppSource with fixed-price licensing.
Reconciling outbound ISO20022 pain.001 payments with Camt.053 statements in Dynamics 365 isn’t straightforward. Modern Bank Reconciliation struggles to match vouchers using the EndToEndId field. This article explains how to adjust the ABR Camt.053 ER format and mapping to achieve accurate matching of your own payments.
When handling PDF invoices in Dynamics 365 Finance and Supply Chain Management, we may need to adjust the generated files before sending them out. With iText 7 for .NET, we can open a PDF in stamping mode, flatten its form fields so the values remain visible, and return the result
This article demonstrates how to use Dynamics 365 for Finance Electronic Reporting to export, adjust, and re-import posted customer invoices. By updating only selected header values such as subtotal, charges, and VAT, you can reprint invoices with revised figures while leaving the original ledger totals untouched.
Dynamics 365 Electronic Reporting supports fillable PDF forms, enabling automated population of static templates like tax returns or invoices. While less dynamic than Excel outputs, PDF forms work well with fixed field sets. This guide explains naming conventions, field grouping, and practical tools to streamline PDF integration using ER.
In Dynamics 365 SCM, the “Unit price equal to cost price” setting enforces intercompany sales at cost. Updates occur during order creation, reservation, and warehouse release. Due to transfer pricing rules, Microsoft introduced intercompany markup functionality. For stricter audit needs, customizations and workarounds like negative discounts and tailored GL transactions
Extending the audit export file in Dynamics 365 for Finance is a straightforward task that power users can accomplish independently. A common audit requirement is adding a system date column to track the actual posting date of invoices, particularly for DATEV applications. This can be achieved using Electronic Reporting (ER).
