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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / E-invoicing CFDI (Mexi...
Finance | Project Operations, Human Resources, ...
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E-invoicing CFDI (Mexican localization)

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Posted on by Sankar Ramalingam 250
HI experts - We have a Mexican localization requirement to configure E-Invoicing CFDI in Accounts Receivable within D365 F&O. I found information on MS Learn about the E-Invoicing CFDI configuration. Do we have any details on the PAC providers list that we can explore? Additionally, does the Microsoft FastTrack team have any walkthrough videos, documents, and sample XML files for this configuration? I'm seeking this information because there isn't much setup-related sample data in the Demo database for the legal entity MXMF.
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Dynamics 365 Finance
  • RM-09090509-0 Profile Picture
    RM-09090509-0 41 on at
    E-invoicing CFDI (Mexican localization)
    Hi,
     
    The fast-track team would not likely be of help, since they do not have information on this topic. You can reach out to the architect assigned for you or simply raise a ticket, with specific error you are facing midway of implementation, this might get you connected with the product team.
    The product team for the E-invoicing process (Core team) sits in Dublin, Ireland, if you are connecting with an engineer from MS make sure they are from here, else it will go in loops, and you might take time to find the answer.
     
    Also, you can simply follow the steps posted on the learn documentation, as it has covered almost all steps except troubleshooting aspect. 
    Please make sure to go through both Finance and supply chain version of same document, as each of it will have different steps.
     
    You can post here if you face any error, I can check and help you out.
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,935 Super User 2025 Season 1 on at
    E-invoicing CFDI (Mexican localization)
    Hi Sanker,

    Regarding e-invoicing, I recommend taking a look at the article Understanding Electronic Invoicing in Dynamics 365 Finance & Operations – DynFOTech to gain a better understanding of how the e-invoicing process works in D365FO.

    For a general overview, you may find the Electronic Invoicing for Dynamics 365 - TechTalk helpful. However, please note that there isn’t currently a dedicated video specifically covering CFDI (Mexico).

     

    Through Dataverse, you can implement the following preview configurations for CFDI:
    (Preview) CFDI Inventory transfer (MX)
    (Preview) CFDI invoice cancel format (MX)
    (Preview) CFDI invoice cancelation request format (MX)
    (Preview) CFDI invoice format (MX)
    (Preview) CFDI Packing slip (MX)
    (Preview) CFDI payment format(MX)
    (Preview) CFDI settlement format (MX)
    (Preview) CFDI error log import (MX)
    (Preview) CFDI response data import format (details) (MX)
    (Preview) CFDI response message import (MX)
    CFDI layout version 3.3 - Finance | Dynamics 365 | Microsoft Learn


     
  • Suggested answer
    Community member Profile Picture
    Community member 4 on at
    E-invoicing CFDI (Mexican localization)
    Hello Sankar,
     
    The Mexican localization was programmed based on the Web Services provided by the PAC "Interfactura".
    Any other PAC selected by the implementation team requires customization.
  • Sankar Ramalingam Profile Picture
    Sankar Ramalingam 250 on at
    E-invoicing CFDI (Mexican localization)
    thanks for the reply. It seems providers list is available on sat.gob.mx but its not opening.
  • Atul_0215 Profile Picture
    Atul_0215 60 on at
    E-invoicing CFDI (Mexican localization)
    Hi Sankar,
    For configuring E-Invoicing CFDI in Dynamics 365 Finance and Operations, you can explore the list of PAC providers authorized to validate and certify electronic invoices. You can find detailed information on the PAC providers and the integration process on the Microsoft Learn page for Electronic invoices (CFDI)
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