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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / ER report - new templa...
Finance | Project Operations, Human Resources, ...
Answered

ER report - new template in Word format

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Posted on by CU05031448-0 1,275
Hi Guys,
 
In ER, I need to work with new template on Word document as per the customer requirement. I am not much familiar with this.
 
Could you please let me know how I can initiate to start to print the ER report in word format.
 
Thanks in advance! 
Categories:
Dynamics 365 Finance
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  • Verified answer
    Holly Huffman Profile Picture
    Holly Huffman 6,530 Super User 2025 Season 2 on at
    Hi there! Good morning, evening, or afternoon - depending on where you are :)
    Hope you are well today! 
     
    To get started with generating an Electronic Reporting (ER) report in Word format in Dynamics 365, follow these steps:
    • Design the Template
      • Open Microsoft Word and design the layout of your report as per the customer’s requirements.
      • Add placeholders for the data fields you want to populate dynamically. These placeholders will later be mapped to the ER data model.
    • Configure the ER format
      • Go to Organization Administration > Electronic Reporting > Configurations.
      • Create a new ER Format Configuration and select Word as the format type.
      • Attach the Word template you designed to the ER Format Configuration.
    • Map Data Sources
      • Use the ER Format Designer to map the data fields in your Word template to the appropriate data sources in the ER data model.
      • Ensure all required fields are bound to the correct data elements.
    • Test the report
      • Run the ER configuration to generate a sample report.
      • Verify that the data is correctly populated in the Word document and that the layout matches your expectations.
    • Set up destinations (optional)
      • Configure ER Destinations to specify where the generated Word report should be sent (e.g., email, file storage, or download).
     
    For a detailed guide, you can refer to Microsoft's documentation on designing ER configurations  Design a new ER configuration to generate reports in Word format - Finance & Operations | Dynamics 365 | Microsoft Learn
  • CU05031448-0 Profile Picture
    CU05031448-0 1,275 on at
    Thanks, Holly for the quick response. I hope you too good.
     
    I will initiate the process, and l will update you soon. thanks!
     
     
     
     
  • Verified answer
    Adis Profile Picture
    Adis 6,064 Super User 2025 Season 2 on at
    Hey,
     
    I would recommened the following  blog from @Alireza Eshaghzadeh, DynFOTech – Dynamics 365 Finance & Operations Blog, a lot of information around ER is presented here.
     
    Kind regards, Adis
     

    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

  • CU05031448-0 Profile Picture
    CU05031448-0 1,275 on at
    Hi Holly, Whatever the steps you mentioned it's nicely explained.
    As I am new to ER, could you please share me any blogs with screenshot where I can follow the steps clearly for the same.
     
    thanks in advance!
  • CU05031448-0 Profile Picture
    CU05031448-0 1,275 on at
    Thanks, Adis for the quick response.
     
    I will keep you posted with my latest update.
  • Verified answer
    Adis Profile Picture
    Adis 6,064 Super User 2025 Season 2 on at
    Hey,
     
    Something that is also quite helpful is the following video. It explaines quite a lot and gives you an example you can do by yourself in order to get familiar with it. I used it when I was starting with ER.
     
    Kind regards, Adis
  • CU05031448-0 Profile Picture
    CU05031448-0 1,275 on at
    Thanks to everyone for the support. I am able to create a new word template in ER.

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