From the Microsoft Dynamics 365 Finance and Operations Blogs: Electronic reporting; AI Builder; Bulk update records; Vendor invoice automation

This week on the Dynamics 365 Finance and Operations blog roundups:

• Dynamics 365 for Finance and Supply Chain electronic reporting (not just for EFT)
• The future of business operations with AI Builder in Dynamics 365FO
• How to use Excel to bulk update records in Dynamics 365FO
• Vendor invoice automation in D365FO: a comprehensive guide

Dynamics 365 for Finance and Supply Chain electronic reporting (not just for EFT)

An author writing on the Professional Advantage blog noted that you can do a lot more with electronic reporting (also known as ER) for Dynamics 365 Finance and Supply Chain than creating electronic fund transfer files to send to the bank. The author first explained that electronic reporting is a module that aims to facilitate the export and import of electronic documents.

The author wrote that ER supports the importing and exporting of just about any information in D365FO, subject to user permissions.

[It] can support a variety of file formats including CSV, fixed length, and XML, etc. You can even export to Word or Excel using a template to create well formatted business documents.

In the blog post, the author discussed the basic components of ER and how to create an export function for a customer invoice.

The future of business operations with AI Builder in D365FO

On the DemandDynamics blog an author explored how medium to large businesses can use AI Builder to improve their processes, gain insights, and increase productivity. The author first provided an explanation of AI Builder, saying that it's a handy tool that makes using artificial intelligence accessible for every employee in an organization.

The author then offered a brief overview of the integration of AI Builder and D365FO. The author also wrote about some real-life scenarios, including inventory forecasting and vendor invoice processing, where this integration can help companies be more productive.

How to use Excel to bulk update records in Dynamics 365 Finance & Operations