Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Finance forum / step by step to create...
Finance forum
Suggested answer

step by step to create electronic reporting from scratch in d365fo

Posted on by 5,885

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 256 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 5,885 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... 3,712 Super User 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 5,885 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 13,216 Super User 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 13,216 Super User 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 13,216 Super User 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 5,885 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 13,216 Super User 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.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans