Send and receive electronic documents in Dynamics 365 Business Central

Intermediate
Business User
Functional Consultant
Dynamics 365
Business Central

Do you want to know how to send and receive electronic documents in Business Central? This module explains the setup that is required to send electronic documents, and then it demonstrates how to send and receive electronic PEPPOL documents with and without a provider.

Learning objectives

By the end of this module, you will be able to:

  • Understand the setup that is required to send electronic documents in Business Central.
  • Prepare Business Central to send electronic documents.
  • Send an XML invoice to a customer.
  • Create an incoming document from a PDF file.
  • Configure Business Central to send PEPPOL documents.

Prerequisites

Basic understanding of how to navigate the Dynamics 365 Business Central application and of sales and purchase processes.