I will design customize and implement electronic reporting in d365 fno


About this gig
Are you struggling with Electronic Reporting (ER) setup in Dynamics 365 Finance & Operations?
I can help you design, customize, and automate your ER reports efficiently no need for X++ coding!
With 15+ years of experience in Microsoft Dynamics AX & D365 F&O, I specialize in report automation, model mapping, and Excel-based report templates to make your business reporting smarter and faster.
My Services Include:
- End-to-end Electronic Reporting (ER) setup
- Model and Model Mapping creation
- Excel-based report template design
- Parameter setup & configuration in ER workspace
- Data model binding and validation
- Localization configuration support
- Integration with Power BI or external systems
- Debugging and fixing existing ER reports
Why Choose Me?
D365 F&O Technical Architect with 15+ years of ERP experience
Strong knowledge in Financial, Supply Chain & Retail modules
Quick delivery and clear documentation
Post-delivery support & knowledge transfer
Get to know Rafi Khan
Dynamics 365 FnO and ERP Architect, Power Platform, Integration Expert
- FromPakistan
- Member sinceOct 2025
- Last delivery4 months
Languages
English
FAQ
Do I need to provide access to my D365 environment?
Yes, a sandbox environment or test tenant is preferred for implementation and testing.
Can you help with custom Excel template design?
Absolutely! I can design a professional Excel layout aligned with your business needs.
What information do you need from me to start the ER report?
I’ll need the report requirement details, including business purpose, data fields (columns), and preferred output format (Excel, XML, etc.). If you already have a sample Excel layout or report, please share that too — it helps ensure an accurate design.
How do I provide the list of required columns or fields?
You can share them in an Excel sheet or Word document — simply list the table names, field names, and labels as you want them to appear in the report. I can also help you identify fields directly from the D365 data model if you’re unsure.
How do you identify the data sources in D365 F&O for ER reports?
I use D365’s data model designer and metadata search to find relevant tables, views, and data entities. Based on your requirements, I’ll map those data sources to the report model and ensure correct relationships and filters.
Can you help me understand which D365 tables hold the data I need?
Yes, I can analyze your process (e.g., sales, purchase, payment) and guide you on which tables and fields are relevant for the report.
Can you modify or extend existing ER reports?
Absolutely! I can clone and modify existing ER configurations, adjust mappings, or add new fields and parameters as needed.
Will you test and validate the output before delivery?
Yes, I always validate the data output in Excel and verify field accuracy before submission.
Who prepares the test cases for validation?
The client provides the test cases — including input scenarios, expected results, and sample data. I’ll use these to validate and confirm that the ER report output matches the business logic defined in D365 F&O.
How do you test ER reports in D365 F&O?
I run the report in your sandbox or UAT environment, using your provided test cases. The output is compared against expected results, and any mismatches are reviewed with you before final approval.
