Electronic reporting - Post-processing of generated files


These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What’s new and planned for Dynamics 365 for Finance and Operations. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

Existing functionality in electronic reporting allows business users to do the following:

  • Configure the layout of an electronic document.
  • Specify data sources to fill in the document at run time.
  • Assign destinations (filing and emailing) for the generated electronic document.

Without this feature, the user can't configure additional destinations for the generated document and can’t apply custom transformations to entirely modify the generated document at run time. To get this functionality before this feature, you had to create a unique and difficult customization. This feature gives more power to business users and allows configuring the required post-processing actions by reusing existing logic of Finance and Operations as well as the functionality of surrounding applications (files encryption, conversion to another format, direct printing, and so on).