Eletronic reporting for importing

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Posted on by Hisham Alsayed

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🌟 Seeking Guidance on Automating General Journal Import via Electronic Reporting 🌟

Dear All,

I'm exploring the use of electronic reporting to automate the periodic import of General Journal header/lines from Excel files. I'm specifically looking to fetch these files automatically from SharePoint, a File server, or potentially using Azure storage if feasible.

Seeking your expertise: if you could kindly share detailed steps, it would be incredibly helpful as I've encountered some difficulty locating this information.

Additionally, any suggestions on achieving complete automation for a stable and uninterrupted process would be greatly appreciated.

Thank you in advance!

Best regards,
Hisham

Categories:

Financial Management

Administration and Setup

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Alireza Eshaghzadeh 10,896 Super User on at

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Eletronic reporting for importing

Hi Hisham,

You can use "Electronic reporting source" and associate the ER config to read file from the SharePoint

On ER side you can create a recurring batch job then via this setup it will import the file from SharePoint in D365FO
Kevin Xia Microsoft Employee on at

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Eletronic reporting for importing

Hi,

This is a solution provided by Microsoft that you can follow the steps prompted in the documentation, this article explains how to complete the import from SharePoint. Be aware of the prerequisites and limitations to use this scenario:

Best regards,

Kevin
Hisham Alsayed 739 on at

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Eletronic reporting for importing

Hi Kevin,

Thanks for sharing it is also helpful. what about using ER with SharePoint, please have a look also on this link and advise.

Configure data import from SharePoint - Finance & Operations | Dynamics 365 | Microsoft Learn

Thanks,

Hisham
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Kevin Xia Microsoft Employee on at

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Eletronic reporting for importing

Hi,

If you use a Data Entity to import data from Excel, you can setup a recurring integration job in D365FO. Using that API URL, you can use power automate to get the excel file from Sharepoint and submit that to the recurring integration API for import.

Check this link for more details: Recurring integrations - Finance & Operations | Dynamics 365 | Microsoft Learn. This will create a recurring batch job, you can note down the ID of the batch job that can be used later in the Power Automate to use the Enqueue API to submit file to the job. In Power Automate use HTTP connector to submit the file.

You can check out this old thread where users have the same questions as you for more help: Automate Excel file Import to D365 (dynamics.com).

Best regards,

Kevin