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Finance | Project Operations, Human Resources, ...
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Course For Electronic Reporting

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Posted on by 8
Hi
 
I am trying to get to know how to use the Electronic Reporting module in Finance & Operations in Dynamics 365. The resources online are rather limited and I was wondering if there is a particular Microsoft Course or Microsoft Certification that I can attend or achieve in order to get a full and better understanding of the way this system works. 
 
Can anyone kindly advise please?
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  • Suggested answer
    Syed Amir Ali Profile Picture
    179 on at
    Hey, 

    I have also learned this from the Microsoft Learn documentation — it’s a good starting point, but be sure to implement it only after thoroughly reviewing the material. Although many blogs are also available online. 

     


    Link: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/general-electronic-reporting
     
     


    Complete the above whole area one by one. 
     
     
  • Verified answer
    Abhilash Warrier Profile Picture
    5,402 Super User 2025 Season 2 on at
    Hi,
     
    Please find below contents for your learning –

    Step-by-Step Learning Path for ER in D365 F&O
    Step 1: Foundation – Understand the Basics
    Microsoft Learn Module
    Configure Electronic Reporting in Dynamics 365 Finance
    • Free, official, beginner-friendly
    • Covers ER architecture, providers, formats, and data models
    YouTube Intro Tutorials

    Step 2: Hands-On Practice – Build and Configure ER
    Guide To Learn Course
    Configure and Use ER in D365
    • Short video course (~33 mins)
    • Prepares for MB-300 certification
    Community Tutorials

    Step 3: Deep Dive – Explore Advanced Scenarios
    Docentric Blog Series
    All Your D365FO Reporting Options
    • Covers ER, Business Document Management, Print Management
    • Ideal for solution architects and advanced users
     Koenig Solutions Course
    Reporting in D365 F&O
    • Paid, instructor-led or self-paced
    • Includes SSRS, Power BI, and ER
    • Certification available

    Step 4: Stay Updated – Follow Blogs & Communities
    Top Blogs to Follow
    • Dynamics101 Blog List – Curated list of MVPs and experts
    • AX Docentric – Frequent updates on ER and reporting tools
    Join the Community
    • Dynamics Community – Ask questions, share solutions
    • LinkedIn groups and webinars – Great for networking and learning from peers
    If this helped, please mark it as "Verified" for others facing the same issue.
    Keep in mind that it is possible to mark more than one answer as verified.

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