Configure & Use Business Documents in Dynamics 365 Finance and Operations | BDM, ER, Templates & SharePoint Repository

Learn how to configure and use Business Documents in Dynamics 365 Finance and Operations, including SharePoint repositories, ER configurations, template editing, publishing, and relevant skills.

SKU: 20006

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$49.95

Sneak peek inside!

Course Length: 00 Hours 42 Minutes 10 Seconds
The paid version of this course contains videos for the following:

Overview

This course provides a practical, hands‑on introduction to Business Document Management (BDM) in Dynamics 365 Finance and Operations apps. You’ll learn how to configure document types, enable BDM features, download and import GER configurations, use the Business Document workspace, and create, edit, publish, and use business document templates.

Business Document Management Fundamentals

Document type configuration
SharePoint repository setup
Required BDM features

Electronic Reporting (ER) Integration

Download GER configurations from LCS
Import GER configurations
Activate ER configuration providers

Business Document Workspace

Navigate the workspace
Manage templates
Edit templates
Publish templates
Use templates in business processes

Extended Learning (Prerequisite Course 20008)

Data models & format mappings
Formula designer
Data binding
Document content control
Versioning

Outcome

By the end of this course, learners will be able to configure Business Document Management in D365 FO, integrate ER configurations, manage templates.

Prerequisite

Course 20008: Configure & Use Electronic Reporting (ER) in Dynamics 365 Finance and Operations | Data Models, Mapping, Formats & Repositories