Electronic Invoicing Add-on for Dynamics 365 (public preview)

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Oct 5, 2020 -

Business value

Operational complexity and risk continue to intensify as organizations grow globally and expand their footprints across regions. Maintaining compliance and adapting to frequently changing regulations is a growing challenge and is particularly important when it comes to invoicing. Invoicing has traditionally been expensive and prone to errors as companies rely on paper documents and manually intensive processes. However, organizations have begun to move away from paper invoices to reduce costs and speed up the end-to-end process.

Moreover, governments are increasingly turning to electronic invoicing as a key component of tax digitalization. By requiring organizations to digitally submit real-time tax information to tax authorities, governments are able to minimize tax evasion and manipulation, and reduce fraud. Whether you are in the public or private sector, electronic invoicing is of growing importance and the world is shifting to paperless document processing. Without implementing electronic invoicing, you risk compliance issues, unnecessary costs, and lagging behind your competitors.

Feature details

You will be able to use the Electronic Invoicing Add-on in scenarios where you must create and send an electronic document to the designated parties. The configurability options that are available in Finance and Supply Chain Management are limited to document transformation. The service will extend these options by adding the configurable integrations that are available.

Planned feature highlights

  • Out-of-the-box integration with Finance and Supply Chain Management.

  • Consistent user experience for the configuration and monitoring of the e-invoice process for all countries or regions.

  • Faster, easier, and less expensive adoption of Electronic Invoicing Add-on solutions in new countries or regions.

  • Configuration of the service through the Regulatory Configuration Service (RCS) and Globalization feature setup.

  • Transformation of business data into multiple e-invoice formats (XML, JavaScript Object Notation [JSON], TXT, and comma-separated values [CSV]) by using configurations that are defined in RCS:

    • Electronic reporting formats that are available for countries or regions where the configurability for e-invoice transformation isn't available.
  • Configurable submission of e-invoices to external web services, including certification handling through digital signatures:

    • Built-in, easily extendable, and configurable integration with additional content for several countries/regions.
  • Handling of responses from web services, including configurable exception message handling.

  • Support for electronic signatures (for example, by using the XMLDSig signing algorithm).

  • Batch processing of e-invoice messages.

See also

Electronic invoicing add-on overview (docs)