General Electronic Reporting (GER) configuration Import in new environment

Hi Folks,
Generic Electronic Reporting (GER) aka Electronic Reporting (ER) is a great tool to configure document formats for both incoming and outgoing electronic documents in accordance with the legal requirements of various countries/regions. The ER engine lets business users use GER without the help of a developer OR any change in code, as users configure the document formats instead of code development. The user can create different types of documents like JSON, PDF, EXCEL, WORD, XML, and TEXT to support different system requirements. For more details on GER refer to MS documentation here.

Now let's see how to move GER configuration from dev to another environment. Once you complete all your change in the respective model or format, change the status to complete with some meaningful description. Post that system will create one more version with a draft.


Now you can change the status of a completed version to Shared. If you are facing any error, double-check if the configuration repositories are configured properly with LCS. Once you shared a version it will be available on LCS to import in any other environment. You can see them in your LCS project. Log in into https://lcs.dynamics.com/v2/



Now in the new environment, make sure you configured repositories properly for both operation and LCS. Select LCS and click Open.


In the next screen post-LCS connection authorization you must see all customized reporting configuration that is shared over LCS. Select your desired configuration, select the right version, and Import it.
That's it…..  The configuration is successfully imported into your current machine and ready to use. If you are importing a format, make sure the respective data model already exists in your environment. If it's not there you should import the data model as well.

Cheers…
Harry

How to set default fields to be available while using Excel add-ins

Hi Folks,
As we know D365FO comes with a powerful architecture for all integration using DIXF. Data entities are the only way (in most of the cases) to communicate with D365FO through an external system.
In today’s post, I’m going to share a quick tip on how to set default fields to be made available while using Excel add-ins for CRUD operation. Yes, now you can use excel add-ins to perform all CRUD operation on a user interface. Let's take the example of customer master.
Below screenshot shows how to access excel add-ins on customer master. Go to Customer master and on right-hand side upper corner, you may found Office icon. Click on it and select


It will show you all the data entities which are available in the system based on customer (CustTable) as the main data source. Select the first one,


and it will open an excel sheet with Dynamics Add-ins. You might need to sign in using a valid user which have access to D365Fo application. Excel must look like below with a Dynamics add-ins in left.



You can perform all CRUD operation here and hit publish button on the left down side to publish your changes to the server. That’s it.
Now coming to the title of this post, (it's not too late ) if you want to make any changes on these fields, like remove and add new or want to change the order, here is the trick.
Go to visual studio, open the data entity (in this case you need to create an extension of this entity). Go to field group > AutoReport. Here you must get all field which is showing on excel. You can do addition, delete, change the order of fields and that’s it. Once successful build changes will reflect when you use excel add-ins next time.

Cheers,
Harry