Project Spotlight: Transforming Finance Reports with Electronic Reporting in D365FO

At AtiSunya, we recently completed a powerful customization project using Microsoft Dynamics 365 Finance & Operations (D365FO) to streamline our client’s reporting process.

🧩 The Challenge

Our client approached us with a need to customize several finance-related reports—like invoices, purchase orders, statements, and collection letters—to match internal workflows and regulatory standards. The existing formats lacked consistency, branding, and compliance alignment.

🚀 Our Solution

We took a collaborative, end-to-end approach to deliver tailored Electronic Reporting (ER) configurations. Our focus was on:

✅ Analyzing the client’s existing reports and identifying formatting and data gaps
✅ Customizing ER components including Format Designer, Model Mapping, and Data Models
✅ Applying business logic via calculated fields for dynamic data generation
✅ Using Excel templates to refine layout, design, and branding elements
✅ Mapping accurate data from source tables for reliable output
✅ Testing thoroughly to ensure accuracy and client alignment

📦 Final Outcome

• Fully customized ER reports, built to be reusable and scalable

• Training documentation for the client’s internal team

• Zero disruptions to ongoing business processes

• Branded, compliant, and professional output across all formats

💬 What the Client Said

“The reports were spot-on. Your team’s quick response and precise implementation made all the difference.”

💡 Why This Matters

Electronic Reporting in Dynamics 365 enables code-free report customization. This project is a clear example of how configuration—not coding—can drive flexibility, compliance, and efficiency in reporting.

At AtiSunya, we’re proud to enable digital transformation through expert D365FO implementations.