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Microsoft Dynamics 365 | Integration, Dataverse...
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Importing and Exporting in Electronic reporter

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Posted on by 7

Hi All 

I'm currently trying to create some electronic reports that I can use in multiple environments however im having an issue when trying to export from one environment and import into another.

The issue im having is that when an electronic report in excel format is imported I'm losing the mapping configuration. 

For example if the exported report has the mapping of - 

CompanyInfo
  • CompanyInfo_CompanyAddress_Label = @"GER_LABEL:CompanyInfo_CompanyAddress_Label"
  • CompanyInfo_CompanyAddress_Value = model.AccountingSupplierParty.PostalAddress.AddressLine
  • CompanyInfo_CompanyPhone_Label = @"GER_LABEL:CompanyInfo_CompanyPhone_Label"
  • CompanyInfo_CompanyPhone_Value = model.AccountingSupplierParty.Contact.Telephone

When the document is imported into a new environment the same data will show as below, giving me the title but losing the mapping - 

CompanyInfo

  • CompanyInfo_CompanyAddress_Label 
  • CompanyInfo_CompanyAddress_Value
  • CompanyInfo_CompanyPhone_Label 
  • CompanyInfo_CompanyPhone_Value

Is it something I'm doing wrong when exporting / importing? I have tried to import in electronic reporting and in business document management but don't get the required mapping in either. when importing a document in document management I do get some mapping but not the same as the exported document. eg - 

Range<CompanyInfo>: Vertical
  • Cell<CompanyInfo_CompanyAddress_Label>: String
  • Cell<CompanyInfo_CompanyAddress_Value>: String
  • Cell<CompanyInfo_CompanyPhone_Label>: String
  • Cell<CompanyInfo_CompanyPhone_Value>: String

Any help on this is appreciated, I'm hoping it's something silly that I have missed.

Kind regards

Matt

 

  • Sayen Zhang Profile Picture
    Microsoft Employee on at

    Hi Matt,

    Here is a link about how to link the fields in electronic report designer: ISO20022 Payment in D365FO for Norway – Part 1 (Intro) – DynFOTech

    You can try to upload changes to LCS and download electronic reports from there in another environment. Here is a reference link: Upload a configuration into Lifecycle Services - Finance & Operations | Dynamics 365 | Microsoft Learn

    Best Regards,

    Sayen Zhang

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