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ReportDear Microsoft Support Team,
I am currently working on a customization requirement in Dynamics 365 Finance & Operations and would appreciate your guidance.
Business Requirement:
We need to generate different invoice formats for different customers. Specifically, each customer should have a unique invoice layout/template, not just minor text differences but potentially completely different designs and structures.
Current Situation:
- We explored the standard invoice report configuration.
- However, we are facing limitations in extending or customizing the Sales Invoice report.
- It appears that direct extension of the SalesInvoice report is not supported or restricted in our current setup.
- The system currently defaults to a single invoice format (Original/Default), and we are unable to configure multiple templates per customer.
Questions / Support Needed:
- What is the recommended approach to support multiple invoice formats per customer in Dynamics 365?
- Is it possible to achieve this using Electronic Reporting (ER), Print Management, or another standard feature?
- If customization is required:
- What is the correct extension point or pattern to follow?
- Are there any best practices or limitations we should be aware of?
- How can we configure the system so that each customer is automatically assigned their respective invoice template?
Additional Context:
- We are working in a cloud-hosted environment provided by Microsoft.
- Currently, we have limited access to certain extension capabilities.
We would greatly appreciate detailed guidance or documentation references to help us implement this requirement correctly.
Thank you for your support.
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