web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / electronic messaging+e...
Finance | Project Operations, Human Resources, ...
Answered

electronic messaging+electronic reporting

(1) ShareShare
ReportReport
Posted on by SW-20041452-0 5

Hi everyone,

I'm trying to implement a simple and automated scenario in D365 Finance & Operations:

I have an Electronic Reporting (ER) format that generates a customer invoice in JSON, using CustInvoiceJour and CustInvoiceTrans(header+lines)

 
I want this JSON file to be automatically generated and sent via Electronic Messaging right after the invoice is posted.

The goal is to trigger the process as soon as the invoice is validated/posted, without manual action.

Categories:
Dynamics 365 Finance
I have the same question (0)
  • Suggested answer
    Giorgio Bonacorsi Profile Picture
    Giorgio Bonacorsi 3,297 on at
    Hello, 
     
    OOB, you can leverage the print manager to send the document when the invoice is posted:
     
     
    However, the feature is design the send invoice layout (you can even personalize the layont leveragin the business document manager): https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-business-document-management
     
     
    Out of those two point mention upper, I fear it's a custom.
     
    Than you, 
    Giorgio
  • Suggested answer
    SW-20041452-0 Profile Picture
    SW-20041452-0 5 on at
    Hi Giorgia ,thank you for your answer.
    In my case, I need to send a customer invoice in a custom ER JSON format, not a standard PDF.

    I want to achieve this via Electronic Messaging, with the trigger being the posting of the customer invoice
    ow can I programmatically trigger an Electronic Message (EM) execution with its actions (e.g. populate records, generate file, etc.)
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,878 Super User 2026 Season 1 on at
    Hi,
    You can set a record on electronic reporting destination to send the JSON file via email once you click on Print, View or Send function. For more info please check Business Documents – Part 10 (Distribution Methods) – DynFOTech

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 699

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 582 Super User 2026 Season 1

#3
Subra Profile Picture

Subra 493

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans