Business Documents – Part 10


Business Documents is a tool in Microsoft Dynamics 365 Finance & Operations that allows for the visualization of documents and reports. It uses the Electronic Reporting framework for data extraction and formatting. This article discusses the various distribution methods available for Configurable Business Documents (CBD) in D365FO. These methods include email, archiving, saving to a local PC, on-screen viewing, SharePoint integration, and printing. The article provides an overview of each method and the configuration fields involved. CBDs offer flexibility in document management processes, allowing businesses to tailor their distribution methods to their specific needs.


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