Electronic reporting - Generate documents in PDF format by filling in PDF templates

Note

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 (ER) allows business users to design necessary configurations using Microsoft Excel and Microsoft Word documents as templates of electronic documents generating at run time. This feature allows business users to use a fillable PDF document as a template for generation of reports in PDF format.

File preview

You can import the PDF at design time to a configured ER format which automatically generates new elements of this ER format for discovered fields that need to be filled in. By adding bindings to generated elements of an ER format, you can fill in necessary fields of the PDF template by running this ER format.

Update from PDF page

This feature also enables users to configure an ER format generating multiple PDF documents and automatically merging them into a single, final PDF document.

Format designer

Sample 1095-C form