How to Install 'Globalization Solution for Microsoft Dynamics 365 Finance' for ER reporting

Hi Folks, 

I recently been working on ER reporting was referring Microsoft documentations for Electronic reporting (ER) overview , the detaisl inthsi document have some conditions (as of today July 11, 2024) which is not clearly mentioend in this document that the repository mentieodn are only applicate till version 10.0.38, from this version onwards thigs changed (Yes changed again!!!)

In this post I will explain how to setup ER reporting for your environment. 

Thigs to note before start:

1. Admin access to Admin center of power platform

2. Admin access to D365FO

3. LCS and Operations resources are not supported any more, Regulatory Configuration Service (RCS) will be deprecated as well

4. New Solution will be deployed on Dataverse

5. This works only with Tier 2 instances 

Worth the know: 

1. If you check your ER reporting work space (with version 10.0.30 and above) you will only get two options in 'Configuration repository' which are

i. Dataverse

ii.  Operation resource

and if you try to setup data verse and open it, you may get below error,  Error when opening Data version in ER repository, 

Request to Dataverse failed. Check that solution is installed and application user has access to Dataverse tables. Error code: d02c0bcd Timestamp: 2024-07-04 13:20:10 Correlation Id: <####> Exception thrown: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: RetrievePrivilegeForUser: The user with id <####> has not been assigned any roles. They need a role with the prvReadmsdyn_ElectronicReportingConfigurationsIndexFile privilege. (Fault Detail is equal to Exception details: ErrorCode: 0x80042F09 Message: RetrievePrivilegeForUser: The user with id <###> has not been assigned any roles. They need a role with the prvReadmsdyn_ElectronicReportingConfigurationsIndexFile privilege. TimeStamp: 2024-07-04T13:20:10.5918579Z -- Exception details: ErrorCode: 0x80042F09 Message: RetrievePrivilegeForUser: The user with id <###> has not been assigned any roles. They need a role with the prvReadmsdyn_ElectronicReportingConfigurationsIndexFile privilege. TimeStamp: 2024-07-04T13:20:10.5918579Z -- ).

2. If you have already setup some other repositores in past version and than updated your environment, you still be able to see and access these repository. But you wont be able to create new repository on same type. 

Now coming to solution: 

1. Navigate to Microsoft app source and search for  Globalization Solution for Microsoft Dynamics 365 Finance or click here

2. Click on 'Get it now', it will nevugatre you to https://admin.powerplatform.microsoft.com/ portal where you need to select further details. In select environment option you can only selelct a sanbox or productoin ( no tier 1 option by default)

(Note: To install an app, you must have a successfully provisioned environment in the region where the application is available and the environment must have a database connection)

3. After the installation you will be able to see this under solution tab, check if there are update on this solution , 

I would recommend to udpate this to latest version, 

Once these steps finished successfully , go back to your environment and select data verse and click on Open. 

You should be able to see all reporting configuration and choose what you need and import to use. 

Further references

1. Globalization Studio overview

2. Manage Dynamics 365 apps

3. Download ER configurations from the Global repository of Configuration service

Happy ER reporting, and may your data flow smoothly!