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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / step by step to create...
Finance | Project Operations, Human Resources, ...
Suggested answer

step by step to create electronic reporting from scratch in d365fo

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Posted on by @rp@n 6

hi All,

Kindly let me the step by step to create electronic reporting from scratch.

Why electronic reporting is required?

Difference between SSRS and electronic reporting.

Please give me more shed on this.

thanks!

  • Suggested answer
    Adis Profile Picture
    Adis 3,045 Super User 2025 Season 1 on at
    step by step to create electronic reporting from scratch in d365fo
    Hey,
     
    I recently started using ER, what helped me a lot, is this video.  It describes what ER is, how it works, what you can do with it and also a practical case that you can use 1:1 in your environment in order to get a feeling for it.
     
    Still, its very complex but becomes easier once you start using it.
     
    Hope it helps, Adis
  • @rp@n Profile Picture
    @rp@n 6 on at
    RE: step by step to create electronic reporting from scratch in d365fo

    Sure Frank

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,383 Super User 2025 Season 1 on at
    RE: step by step to create electronic reporting from scratch in d365fo

    What you're asking for isn't practical to share in a forum.  Electronic reporting is relatively complex and takes time to learn how to create reports.  It's technically not development as SSRS reports are, but in my opinion, it's close.  You would do well to review material in the links provided by others and then come back with specific questions.

  • @rp@n Profile Picture
    @rp@n 6 on at
    RE: step by step to create electronic reporting from scratch in d365fo

    Is any one dining practically in any project ? If made any docs kindly shared or knowledge pls

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 17,153 Most Valuable Professional on at
    RE: step by step to create electronic reporting from scratch in d365fo

    I find these webinars useful.

    https://youtu.be/-tdApZDSEbQ

    https://youtu.be/okmOFcK7itA

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 17,153 Most Valuable Professional on at
    RE: step by step to create electronic reporting from scratch in d365fo

    For step by step , You may use learn

    docs.microsoft.com/.../

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 17,153 Most Valuable Professional on at
    RE: step by step to create electronic reporting from scratch in d365fo

    You may use this link below for details.

    docs.microsoft.com/.../general-electronic-reporting

  • @rp@n Profile Picture
    @rp@n 6 on at
    RE: step by step to create electronic reporting from scratch in d365fo

    more of my questions is not answered. kindly provide pls

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 17,153 Most Valuable Professional on at
    RE: step by step to create electronic reporting from scratch in d365fo

    Hi,

    Ssrs is done by developers,  electronic reporting is by users or consultants.

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