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Electronic Invoicing Add-on for Dynamics 365 Gilberto Onodera Ilya Kondratenko Marek Rolecki Dynamics 365 Globalization
Electronic Invoicing
Add-on for
Dynamics 365
Gilberto Onodera
Ilya Kondratenko
Marek Rolecki
Dynamics 365 Globalization
Agenda Introduction and overview
End to end Egypt demo
Electronic invoicing add-on deep dive
Closing notes
Q&A
Market Landscape
E-invoicing is mandatory in countries like Italy, India and more. The EU's goal is to make e-invoicing the predominant invoicing method for all companies.
Electronic invoicing (e-Invoicing) is the exchange of the
invoice document between trading partners in an integrated
electronic format.
E-invoicing is a regulatory trend to prevent tax evasion.
Globally, tax evasion estimated at 20-30% of collected tax ≈
€500 billion
E-invoicing starts from business-to-government (b2g) but have seen an increasing busines-to-business (b2b) invoicing market growth.
Market maturity for electronic invoicing \ billing
Strategy & Current State
Out-of-the-box country/region coverage42 countries/regionsAustralia, Austria, Bahrain, Belgium, Brazil, Canada, China, Czech Republic, Denmark,
Estonia, Finland, France, Germany, Hong Kong SAR, Hungary, Iceland, India, Ireland,
Italy, Japan, Kuwait, Latvia, Lithuania, Malaysia, Mexico, New Zealand, Norway, Oman,
Poland, Qatar, Russia, Saudi Arabia, Singapore, South Africa, Spain, Sweden,
Switzerland, Thailand, The Netherlands, United Arab Emirates, United Kingdom, United
States
47 languagesArabic (Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, UAE), Chinese Simplified (China),
Czech (Czech Republic), Danish (Denmark), Dutch (Belgium, Netherlands), English
(Australia, Canada, Hong Kong SAR, India, Ireland, Malaysia, New Zealand, Singapore,
South Africa, UK, US), Estonian (Estonia), Finnish (Finland), French (Belgium, Canada,
France, Switzerland), German (Austria, Germany, Switzerland), Hungarian (Hungary),
Icelandic (Iceland), Italian (Italy, Switzerland), Japanese (Japan), Latvian (Latvia),
Lithuanian (Lithuania), Norwegian Bokmål (Norway), Polish (Poland), Portuguese
(Brazil), Russian (Russia), Spanish (Mexico, Spain), Swedish (Sweden), Thai (Thailand),
Turkey (Turkish)
Maintaining regulatory compliance• Monitoring legislation changes and shipping regulatory updates
• Discovery and alert services at LCS
No code / low code extensibilityKey globalization areas of tax, e-invoicing, regulatory reporting, banking, and business documents are configurable by power or
business users to make it easy, fast and cost effective to create,
extend, and maintain.
Extended by ISVs50+ ISV localization solutions at AppSource
Customized by customers and partnersUsing our configurable globalization services, our customers and partners created several thousands of configurations for over 100
countries
Overview
• More export & import formats: new format for Egypt, additional
export / import formats for existing countries.
• More integrations: out-of-the-box integrations for Egypt, Brazil and
Mexico, additional integrations for Italy, Mexico (another provider) and
India (post GA), support for certificates and e-signature
Extended out-of-the-box functionality
• All formats configurable: All formats are fully configurable (including
Brazil and Mexico)
• Configurable integrations: Flexible parameterized configuration,
integration with Power Automate (post GA).• Simplified configuration packaging:All configurations and workflow
actions packaged together to simplify creation, setup, maintenance and
sharing.
No code / low code extensibility
• Consistent functionality across countries/regions with document
processing audit trail
• Consistent extensibility by ISVs and partners
• Consistent user experience for setup process and monitoring
Consistent experience
Electronic Invoicing Add-on for Dynamics 365 extends the
electronic invoicing capabilities existing in Dynamics 365
Finance, Supply Chain Management and Project Operations to
provide an integrated electronic invoice processing experience.
Electronic invoicing add-on deep dive
Discovering the Electronic invoicing add-onCountry and region coverage
(Planned GA)
Country/region
Egypt
(Preview) Country/region
Austria
Belgium
Brazil
Denmark
Estonia
Finland
France
Germany
Italy
Mexico
Netherlands
Norway
Spain
Europe (PEPPOL)
Discovering the Electronic invoicing add-onB2G e-invoicing requirements
XMLJSON
Etc…
Electronic invoice
Web services
Regulatory requirements:
• Comply with a digital format defined
by the government
• Get electronic approval/authorization
stamp in the e-invoice
• Usage of digital signatures
• Storing electronic invoice for future
auditing trials
Business requirements:
• Frequency of legislation changes
• Scope of legislation changes
• Time to comply with legislation
changes
Discovering the Electronic invoicing add-onWhat is configurable e-invoicing features
XMLJSON
Etc…
1
2
3
4
5
1 Configurable e-invoice format
2 Configurable flow of actions
3 Configurable processing rules
4Configurable invoice data
extraction from Dynamics 365 to
Electronic invoicing add-on
5 Configurable response update in
Dynamics 365Electronic invoice
Web services
e-invoicing feature
Discovering the Electronic invoicing add-onRegulatory Configuration Service
• Access Global repository
• Import e-invoicing features
• Manage e-invoicing feature
• Configure e-invoicing features
• Publish to Global repository
• Deploy to Electronic invoicing
add-on
• Add Key Vault and Blob Storage secrets
Global repository
Azure BLOB storage
Electronic Invoicing Add on
Azure Key Vault
Dynamics 365Finance
Business data (Unified structure)
Regulatory Configuration
Service (RCS)
External web service
Customer s Azure subscription
Discovering the Electronic invoicing add-onConfiguration providers
Released byMicrosoft
Shared by Partners
and Customers
Regulatory Configuration
Service (RCS) Global repository
E-Invoicing feature
E-Invoicing feature
Import and use
Publish
• Microsoft publishes e-
invoicing features
• Partner/ISV publish e-
invoicing features
• Customers publish e-
invoicing features
Simplified configuration user experience demo
Gilberto Onodera
Start using Electronic invoicing add-onSimplified configuration experience
Start using Electronic invoicing add-onImport and deploy
Start using Electronic invoicing add-onLast mile configuration
1
1 Configurable flow of actions
Start using Electronic invoicing add-onCreate a customized e-invoicing feature
Creates a copy of the original e-
invoicing feature in your RCS:
• Inherits the configuration of the
original e-invoicing feature
Start using Electronic invoicing add-onCreate an e-invoicing feature from the scratch
1
1 Invoice model mapping
2
2 Format configuration
3
3 Flow of actions & applicability
rules
Start using Electronic invoicing add-onShare among other organizations
Global repository
Other
Organizations
e-invoicing feature
Import and use
RCS
Share
RCS
Share
e-invoicing feature
Electronic invoicing add-on: Service administrationSetup in RCS
1Point RCS to the service URL(*)
Enter Application id
Enter the LCS Environment Id
1
(*) Azure geographies:
• East US
• West US
• North EU
• West EU
Electronic invoicing add-on: Service administrationSetup in Dynamics 365
2Point Dynamics 365 to the service
URL and the environment
2
3
3 Enable the Feature reference
1Enable integration in Feature
management
1
Business user consuming Electronic invoicing add-onWhat is new
Business user consuming Electronic invoicing add-onSubmitting invoices
Business user consuming Electronic invoicing add-onSubmitting invoices
ContextLegal Entity: ITCOISO Country code: ITADocument type: Sales InvoiceInvoice Date: 03/02/2020
ContextLegal Entity: BRMCISO Country code: BRADocument type: Fiscal DocumentNFE submission type: Process NFe
Feature: FatturaPA Sales Invoice (ITA)
Applicability rules
Document processing actions
Feature: Note Fiscale submission (BRA)
Applicability rules
Document processing actions
Businessdata
Businessdata
Feature setup determination based on: Applicability rules andDate effectiveness
Legal Entity = ITCOANDISO Country code = ITAANDDocument type = Sales InvoiceANDInvoice Date later than 01/01/2020
ISO Country code = BRAANDDocument type = Fiscal DocumentANDNFE submission type = Process NFeANDSubmission later than 31/09/2019
Electronic reporting
Digital signature
Save XML file
Electronicreporting
Digitalsignature
WEB servicesubmission
Process response
1 2
3 4
Dynamics 365Finance
Business user consuming Electronic invoicing add-onViewing the execution logs
1
Breakdown of the
execution log
2
For each executed Action,
you can view the file that
was generated
3 The response from the web service
Closing notes
Functional Roadmap
10.0.17 (April 2021)
• New! Electronic Invoicing as a microservice
• Fully configurable (no code / low code) e-invoice formats for export
and import
• New! Fully configurable integrations• New! Egypt: e-invoice formats and integration with ETA (Egyptian Tax
Authorities)
10.0.19 (July 2021)
• Brazil
• NF-e export, import, integration with SEFAZ (new! - fully
configurable)
• ABRASF NFS-e export, import (new!), municipality integration (new!)• EU: country specific export formats for Austria, Belgium, Denmark, Estonia,
France, Finland, Germany, Netherlands, Norway, Spain
• EU PEPPOL: export/import formats
10.0.20 (August 2021)
• Italy
• FatturaPA e-invoice export/import formats
• New! Integration with SDI (Italian Tax Administration)
The roadmap illustrates current view. Subject to change without prior notice.
Following countries are supported by Microsoft but without out-of-the-box e-invoice solutions: Australia, Canada, Czech Republic, Hungary, Iceland, Ireland, Japan, Latvia, Lithuania, Malaysia, New Zealand, Poland, Saudi Arabia, Russia, Singapore, South Africa, Sweden, Switzerland, Thailand, United Arab Emirates, United Kingdom, United States.
Key takeaways
Richer out-of-the-boxfunctionality
Additional our-of-the-box export/import formats and
integrations
No / low code extensibility
Configurable export/import formats, integrations, packaging
Consistent experience
Across countries/regions, partners, and users
Resources
Landing page: Electronic invoicing add-on overview - Finance | Dynamics 365 | Microsoft Docs
Contact us:
E-mail [email protected]
Yammer Public Preview: e-Invoicing Service
Questions & Answers
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