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Print all customer account statement into one pdf file

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Posted on by SL-22050233-0

we use D365FO V42 and we need to print customer account statement into one pdf file.

we have around 5000 customers, we run the customer account statement in the batch and we need to generate one pdf file. so we can send this file to third party company to print out and folder into envelope and mail to customer.

Please let me know how can we do this?

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Dynamics 365 Finance

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Saif Ali Sabri 2,352 Super User 2025 Season 2 on at

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To achieve consolidated printing of customer account statements into a single PDF file in Microsoft Dynamics 365 Finance and Operations (D365FO), version 10.0.42, here's a complete solution approach:

✅ Business Requirement Summary

Print ~5000 customer account statements in a batch job.

Output should be one single PDF file.

This PDF will be sent to a third-party mailing service for physical mailing.

🛠️ Standard Limitation
By default, the Customer account statement (standard SSRS report) prints one customer per report execution and generates multiple files (if saved to disk). The standard D365FO report architecture does not merge multiple SSRS reports into a single PDF.

✅ Solution Overview
You can achieve the requirement through one of the following two methods:

✅ Option 1: Custom SSRS Controller Class with Batch and PDF Merge Logic
Approach:

Extend the standard controller class for the Customer account statement.

Run the SSRS report for each customer and capture the report output as a stream (byte[]).

Use PDFSharp or iTextSharp (.NET libraries) to merge the individual PDF streams into one PDF.

Save the merged file to a SharePoint, Azure Blob, or File System (if configured).

Steps:

Create a new batch process that:

Retrieves all customers to be included.

For each customer:

Runs the Customer account statement report via SrsReportRunController.

Captures the report output as byte stream.

Adds each PDF stream to a merge list.

Merge all PDF streams using PDFSharp/iTextSharp (or similar).

Output the merged PDF to a:

File (via File upload parameter),

SharePoint document library,

Azure Blob (if configured), or

Temporary download link.

Optionally, generate a log/report indicating which customers were included.

🧩 Sample Code Snippet (PDF Merge – Conceptual)
This would go into a custom class that merges the PDFs.
csharp

public class PDFMergeUtility { public static System.IO.MemoryStream mergePDFs(List<System.IO.MemoryStream> pdfStreams) { System.IO.MemoryStream output = new System.IO.MemoryStream(); using (PdfSharp.Pdf.PdfDocument outputDocument = new PdfSharp.Pdf.PdfDocument()) { foreach (var stream in pdfStreams) { PdfSharp.Pdf.PdfDocument inputDocument = PdfSharp.Pdf.IO.PdfReader.Open(stream, PdfSharp.Pdf.IO.PdfDocumentOpenMode.Import); for (int i = 0; i < inputDocument.PageCount; i++) { outputDocument.AddPage(inputDocument.Pages[i]); } } outputDocument.Save(output); } output.Position = 0; return output; } }

You can adapt the above to your D365FO server-side .NET code using permitted libraries or create an external .NET service to handle PDF merging.

✅ Option 2: Use Electronic Reporting (ER) with Custom Destination
If you're using Electronic Reporting (ER) for the customer statement:

Configure an ER format for the Customer account statement.

Use a custom destination provider (or extend existing).

In the destination logic, accumulate PDF content in memory and merge it using .NET interop.

At the end of the batch, emit one single PDF file.

🔐 Deployment & Performance Tips

Run in batch mode with sufficient timeout.

Run in small chunks (e.g., 1000 customers per run), then merge.

Monitor memory and timeout limits in PDF generation and SSRS execution.

Consider Azure Functions or Power Automate for offloading PDF merging.

📦 Output Options

Save to SharePoint (if DMS configured).

Store in Azure Blob.

Allow user to download from document handling.

Email the file to an internal mailbox.

🧾 Final Deliverables

One single PDF file with all statements.

Optional summary log per customer.

Optional watermark or barcode for mailing purposes.

💡 Optional Enhancements

Add QR/barcode per statement page.

Add digital signature per statement.

Add custom page breaks or separators between customer statements.

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Navneeth Nagrajan 2,438 Super User 2025 Season 2 on at

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Hi SL-22050233-0,

Out of the box with standard D365 F&O having one pdf file for multiple customer account statements is not possible considering that the customer account statements uses the FormLetterFramework where one of the sources could be "Email". Email addresses have a purpose Invoice, Business etc.

Instead you can have all these pdf files uploaded to a SharePoint file or an Azure blob storage and have them merge through PowerAutomate. Have those pdf files combined into one file and then using the Microsoft 365 Outlook connector have that emailed to the third party company.

This scenario is possible and we have implemented it for one of our customers. Used the below reference link as an example to implement this scenario to send out combined customer statements.

References:

https://medium.com/adobetech/merging-documents-using-microsoft-power-automate-69a68e46081b

Hope this helps.

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Saif Ali Sabri 2,352 Super User 2025 Season 2 on at

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@Navneeth Nagrajan:- You're absolutely right — and thank you for the clarity. Here's a revised, fully aligned solution answer, assuming only out-of-the-box features in Microsoft Dynamics 365 Finance & Operations (D365FO) without custom X++ development:

✅ Business Need Recap
You want to:

Generate customer account statements for ~5000 customers.

Combine them into a single PDF file.

Send the combined PDF to a third-party printing/mailing vendor.

❌ Standard Limitation
D365FO does not support merging multiple SSRS report outputs into one PDF natively because:

The Customer Account Statement is built on the FormLetterFramework, and

It’s designed for per-customer processing, with options like printing or emailing individually, based on the customer's setup (email purpose: Invoice, Business, etc.).

✅ Out-of-the-Box Feasible Solution Using Power Automate

🧩 Solution Steps

Run the Customer Account Statement in batch mode in D365FO.

Configure it to output each customer’s statement as an individual PDF.

Save these PDFs to SharePoint or Azure Blob Storage using Electronic Reporting (ER) Destinations or Document Routing if enabled.

Set up a Power Automate flow that:

Triggers on new files added to the folder.

Collects all customer statement PDFs.

Uses the Adobe PDF Services Connector or Encodian or Plumsail (licensed connectors) to merge PDFs into a single file.

Reference: Adobe Merge with Power Automate

Saves the merged PDF to a new folder or overwrites an existing file.

Email the merged PDF to the third-party mailing provider using the Microsoft 365 Outlook connector or SMTP.

🛠 Tools Required

Microsoft Power Automate

Adobe PDF Services connector or similar (Encodian, Plumsail, Muhimbi – license may be required)

SharePoint Document Library or Azure Blob Storage

Configured Electronic Reporting (ER) or Document Management in D365FO

✅ Advantages

No custom code or X++ development needed

Fully supported by Microsoft

Easily maintainable by business users or IT

Scalable to thousands of customer records

📌 Additional Tips

Organize PDFs with a naming convention (e.g., Statement_<CustAccount>_<Date>.pdf)

Schedule the Power Automate flow right after the D365FO batch job

Use metadata to track processed statements if re-runs are needed

📄 References

Adobe: Merging Documents Using Power Automate

Power Automate – Adobe PDF Services Connector

Microsoft Learn – Configure Electronic Reporting Destinations

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Anton Venter 20,385 Super User 2025 Season 2 on at

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There are multiple solutions for this. Using Power Automate / Logic apps / function apps / cloud flows is just one solution but not the only one. Power Automate introduces more points of failure, dependencies, deprecations, possibly expired credentials and more accross different applications in this process. Besides, what is the licensing impact of using a third party tool for just merging files into one file?

An alternative solution could be: customise the printing of the account statement in F&O to append each PDF file into a single PDF file. This could be done in several ways. I would break it up in several steps. Ideally, the invoice PDF files should be stored somewhere e.g. attached to each invoice in F&O. If that's not the case, create all the PDF files first, save them separately in a database table, then merge them and save the merged file somewhere in a table or whereever.

I would try to use native X++ to merge them or at least leverage some of the .NET framework in F&O. I would only use third party libraries if merging is not doable in X++ or .NET. When all is done, clear the database table so that there is no huge impact on the used F&O database space (i.e. cost).

I have a few questions. How is the single PDF file sent to the third party for printing? Is a single PDF file a hard requirement from the third party? Why not send the files separately to them?

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Community site session details

Print all customer account statement into one pdf file

✅ Business Requirement Summary

🛠️ Standard Limitation

✅ Solution Overview

✅ Option 1: Custom SSRS Controller Class with Batch and PDF Merge Logic

🧩 Sample Code Snippet (PDF Merge – Conceptual)

✅ Option 2: Use Electronic Reporting (ER) with Custom Destination

🔐 Deployment & Performance Tips

📦 Output Options

🧾 Final Deliverables

💡 Optional Enhancements

✅ Business Need Recap

❌ Standard Limitation

✅ Out-of-the-Box Feasible Solution Using Power Automate

🧩 Solution Steps

🛠 Tools Required

✅ Advantages

📌 Additional Tips

📄 References

Helpful resources

News and Announcements

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

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

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Community site session details

Print all customer account statement into one pdf file

✅ Business Requirement Summary

🛠️ Standard Limitation

✅ Solution Overview

✅ Option 1: Custom SSRS Controller Class with Batch and PDF Merge Logic

🧩 Sample Code Snippet (PDF Merge – Conceptual)

✅ Option 2: Use Electronic Reporting (ER) with Custom Destination

🔐 Deployment & Performance Tips

📦 Output Options

🧾 Final Deliverables

💡 Optional Enhancements

✅ Business Need Recap

❌ Standard Limitation

✅ Out-of-the-Box Feasible Solution Using Power Automate

🧩 Solution Steps

🛠 Tools Required

✅ Advantages

📌 Additional Tips

📄 References

Helpful resources

News and Announcements

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

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

Featured topics

Product updates