Electronic Reporting Deployment Best Practices for many customers

(6) Share

Report

Posted on by Vasileios Papoglou

104

We’ve been using Electronic Reporting (ER) in D365FO extensively for one customer because of its flexibility, ease of use, and the major advantage of not needing code deployment for every change.

However, now there’s a growing need to support multiple customers, and while we have some core reports, we also need customer-specific versions of them.

My question is: What is the best practice for handling ER reports to avoid uploading individual XML files for every customer separately?

A thought was to use a Dataverse repository to upload all the shared and the customer-specific ones for each customer.

We're looking for a scalable solution where we can reuse shared logic, minimize redundancy, and streamline deployment. Any advice or patterns others have used successfully?

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (5)

Answers (3)

Verified answer

Adis 6,597 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi,

I would store the templates in your dataverse respository, while customer specific configurations stays in their tenant.

When a customer needs some adaption, you import the shared configurations (model, model mapping and format) in their dev\sandbox environment and adjust it.

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

Was this reply helpful? Yes No
Suggested answer

Navneeth Nagrajan 2,538 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hi Vasileios,

There is a Globalization solution for Dynamics 365 Finance that integrates with Power Platform Admin center where you can seamlessly import the ER Configurations to. Implemented this in the past and it makes you store ER Configurations and reports seamlessly in Dataverse.

Its available in the appsource (Globalization Artifacts).

https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm.d365-globalizationartifacts-preview?flightCodes=a0bc3ba0711a4558bf3a2932a66dc11d

References:

https://dynfotech.com/2025/01/22/electronic-reporting-importing-configuration-from-dataverse/

Was this reply helpful? Yes No
Verified answer

Alireza Eshaghzadeh 14,839 Super User 2026 Season 1 on at

Like (3)

Report
Copy link

Link copied!

Hi,
Great to hear that you're working with Electronic Reporting (ER)!

My recommendation is to create a custom data model and model mapping from scratch. This approach allows you to include only the required fields and logic, making the configuration more efficient and reducing redundancy.

When it comes to the format designer and layout, I suggest tailoring those per customer to meet specific requirements.

If you can standardize the configuration for each model mapping and corresponding format, that would be the ideal scenario—ensuring consistency and easier maintenance across customers.

DynFOTech – Dynamics 365 Finance & Operations Blog

Was this reply helpful? Yes No
Vasileios Papoglou 104 on at

Like (0)

Report
Copy link

Link copied!

Thank you all for your answers.

Alireza, my question is about the deployment of the reports, not the creation. I try to find best practices regarding uploading of XMLs in order to avoid uploading them one by one for every customer and also generally to have better organized ER procedures when having a lot of customers with more than 30 reports on each one of them.

Was this reply helpful? Yes No
Verified answer

Alireza Eshaghzadeh 14,839 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hi Vasileios,
The ER framework supports XML file import for manual uploads, which means you need to import each report individually if they use the same data model and model mapping.

I recommend enabling the Dataverse repository upload. This way, you can add the configurations to the customer’s Dataverse repository and import them directly from there.

Was this reply helpful? Yes No