free webinar
  • 15 Sept 2026
  • 17:00 CEST
Electronic Reporting in Practice: Breaking Down Charges by Code in D365 F&O documents
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Elizaveta Sharshkova
Elizaveta Sharshkova
ERP Consultant
free webinar ER
Electronic Reporting in Practice: Breaking Down Charges by Code in D365 F&O documents
register now

CUSTOM PRINT CONTROL
FOR ELECTRONIC REPORTING

Lightweight extension for Electronic Reporting in Microsoft Dynamics 365 Finance & Operations that brings the right ER actions directly into users’ business processes — without additional custom development

Custom Print Control for Electronic Reporting

Product Details (PDF)

  • No code
  • Upgrade-safe
  • Easy to configure
  • Fast to deploy
View on MS Marketplace
Custom Print Control for Electronic Reporting
the challenge
Limitations of standard 
Electronic Reporting
  • New buttons require development and deployment
  • ER specialists can't deliver a complete business-ready solution
  • ER specialists depend on developers to make configurations available to users
the solution
Select the form and the ER configuration to run
  • Add new buttons through configuration
  • Deliver complete ER features ready for business users
  • Run the correct ER action directly from the relevant form

key features

Everything you need to run ER from any form in D365 F&O

No-code setup

Add new ER actions through configuration No X++ development required

Form-level placement

Place ER buttons directly on the D365 F&O forms where users need them

Context-aware execution

Pass the selected business record and required parameters automatically to ER

Role-based access

Control button availability using D365 F&O security roles and permissions

Multiple ER actions

Support printing, previewing, exporting, and importing through Electronic Reporting

Upgrade-safe design

Extend ER functionality without modifying standard D365 F&O application code

WHY CUSTOM PRINT CONTROl

Configure more. Develop less.

Less development
Configure ER actions instead of developing form-specific customizations

More flexibility
Move ER actions to the forms where users need them, whenever requirements change

Easier maintenance
Stay closer to standard D365 F&O with less custom code

Key business scenarios

Everything you need to run ER from any D365 F&O form

Finance

Business need
Finance users need a custom reconciliation report with invoices, payments, credit notes, and open balances

Solution
The report is built in ER, while CPC adds ER actions to the Customers form and Customer payments workspace and automatically passes the required customer and report parameters

Result
No form development required; the solution is configured directly in the target environment

Warehouse

Business need
Warehouse users need to export current stock by item, location, batch, and quantity for inventory counting in an external WMS

Solution
CPC adds dedicated ER export buttons to the On-hand list, Locations, and Warehouses forms, passing the relevant warehouse, location, and inventory context to the ER configuration

Result
Inventory data can be prepared for the external WMS without custom form development

PROCUREMENT

Business need
Buyers need a custom export of open purchase orders for a selected supplier and period

Solution
CPC adds ER export buttons to both Purchase orders and Vendors, passing the selected supplier, order, and filter parameters to the ER configuration

Result
The supplier export can be configured and deployed without custom form development

FAQ

Can CPC be used with existing ER configurations?

Yes. Existing ER formats and model mappings can be connected to CPC controls without rebuilding the reporting logic.

Why buy CPC if we can develop the buttons ourselves?

A single custom button may require around 4 hours of development, plus testing, deployment, and release activities, bringing the total effort to 6–8 hours or more across developers and consultants. At typical project rates, even one small customization can cost €800+, while also requiring approval, release coordination, and potential maintenance after future D365 F&O updates. CPC replaces repeated form-specific development with reusable configuration, making each additional ER action significantly faster and easier to deliver.

Can access to CPC actions be restricted?

Yes. Access can be controlled using standard D365 F&O roles or privileges, so the actions are available only to authorized users.

How are CPC settings moved between environments?

CPC configurations can be exported and imported between environments. Export and import can also be run through standard D365 F&O batch processing.

Let’s start with a small engagement and see how we can support your team
Not sure where to start?

Tell us about your needs, and we’ll connect you
with the right expert or solution

  • Short introduction call
  • Understand your situation and goals
  • Explore how we might help
  • Share initial ideas

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