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Configure service account for electronic invoicing posting to sharepoint

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Posted on by Sana Hammami

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Hello community,

I want to post a sales invoice using electronic invoicing (e-invoicing). This will generate an ER (Electronic Reporting) report, and the job will be added to the ER jobs batch queue the batch job number is 0, even though I performed the posting in batch mode.

Regarding this: I want to run the post action, but I want it to post using a service account instead of the current user's account. This is because the ER destination writes the output to a SharePoint location, so every time I post a document, I need SharePoint access. I don't want to grant SharePoint access to everyone who needs to validate invoices.

Thank you in advance

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CU-1234529-002 199 on at

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Hi,
Yes, this is possible, you don't need to grant SharePoint access to your validators. Instead:
1. Set up a dedicated service/batch user with SharePoint access to the ER destination.
2. In D365FO, go to System administration → Setup → Batch group (or use an existing one dedicated to this job), and configure that batch group to run under the service account's credentials.
3. Assign the posting/ER batch task to run under that batch group instead of the user's own session — this way, the batch job executes as the service account, not the person who triggered posting.
4. Since your ER job is currently showing batch job "0" (meaning it's not actually queued as batch, likely running inline), double-check your posting profile/workflow is set to "Batch processing = Yes" so it truly routes through the batch framework using the assigned batch group/account, rather than running synchronously under the current user.
This keeps the SharePoint write happening under the service account, while your validators only need standard D365FO access to post
Thanks

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Diego Mancassola 953 Super User 2026 Season 2 on at

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Hi @Sana Hammami, if i understand well you got two kind of quest.
The first il releated to 0 you see in Batch Job Number, and the second one is how authenticate user for non interactive batch mode.
For the second one check the official documentation: https://learn.microsoft.com/en-us/dynamics365/finance/localizations/italy/emea-ita-e-invoices#destination it's for Italy, but use as your case the Elettronic Reporting and you can find how setup the sharepoint integration and in particular how manage the authentication.
For the First can you provide us more details about you settings and setup you made to create the export job?
Diego

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