Microsoft Dynamics 365 F&O : Export Invoice/Order Response

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Export customer invoices/Order Response from Microsoft Dynamics 365 F&O to your customers’ system through our integration platform, iPaaS. HubBroker ApS provides services for conversion, validation, and exportation of Microsoft Dynamics 365F&O customer invoices.


  1. Activate all or specific customers to send invoices, credit notes and Order repsonse.
  2. Export booked customer invoices automatically to VANS (EDI), PEPPOL and NemHandel.
  3. Export booked customer invoices/Order response automatically to specific Customers/gateways. (API, SFTP, FTP, DROPBOX, HTTP, AS2, e-mails etc.)
  4. Source format conversion to the destination format
  5. Multiple configuration settings including lookup options
  6. Defined notification settings (positive/negative email or SMS notifications)
  7. Send customer invoices and order response in real-time. Schedule export invoice/order response
    mechanism on an hourly, daily, or weekly basis.

Configuration flow

Procedure to activate Adaptor Microsoft Dynamics 365F&O: Export Invoice/Order Response

Navigate to Adaptors-> Catalogue, there you can find multiple Adaptors which you can use for bussiness purpose.

Catalogue For Export Invoice

Catalogue For Order Response

Click on 'Activate', Adaptor Microsoft Dynamics 365F&O : Export Invoice/Order Response  will be activated in your account

You can choose any other gateway which is supported by HubBroker as a destination system and it will be selected as a destination gateway while configuring adaptor.

After activation of Adaptor it will navigate to 'General' screen of Adaptor

Procedure to configure Adaptor Microsoft Dynamics 365F&O : Export Invoice/Order Response

In General you can manage different settings described in below (General) image

Learn more about sharing and security - Click here

Click on 'Source' to connect Microsoft Dynamics 365F&O account with iPaaS, and invoices/Order Response will be exported from your Microsoft Dynamics 365 account once it is configured

Source Page for Export Invoices

Source Page for Export Order Response

Learn how to connect Microsoft Dynamics 365F&O account with iPaaS? - Click here

Click on 'Export Rules' to add settings for customers and supplier for both Invoice and order response.

In 'Export Rules', all the customers connected through Microsoft Dynamics 365F&O account will be displayed and you can activate all/specific customers for invoices.

After activation of customers you can change custom settings (General settings, supplier/sender settings, customer/receiver settings, output format, destination gateway) for individual customer.

Export rules setting and custom level settings are same for Invoice and Orde Response.

'Matched customers with HubBroker network' tab and 'Help me activate customers automatically' button provided if you have choose 'To HubBroker Network' gateway as a destination gateway.
If you have choose 'To HubBroker Network' gateway as a destination then you have an access to select all type of gateways(For Ex. FTP, Email, etc.) as a destination gateway.

While activation of customer it will ask for the details, where you need to provide output format and destination gateway to identify in which format and where we can send the invoices

After activation of customer it will be displayed like below (Activated customer) image:

You can do customized (Common) settings for all the selected customers in Adaptor level like displayed in below (Customized settings for customer - Adaptor level) image and it will be applicable to all the customers

If you want to change settings for some individual customer then you can click on 'Settings' and it will do custom settings for that particular customer (Displayed in above - Activated customer image)

You can do customized (Common) settings for Supplier/Sender in Adaptor level like displayed in below (Customized settings for supplier - Adaptor level) image and it will be applicable to all the customers

Custom settings for particular customer

You can change below settings for individual customer 

  • General settings
  • Supplier/Sender settings
  • Customer/Receiver settings
  • Output Format
  • Destination Gateway

Notification settings

Feature to send positive and negative notifications for document and adaptor level

Learn more about notification settings - Click here

Schedule settings

You can set schedule for Adaptor when you want to be run the Adaptor automatically

Learn more about schedule settings - Click here


You can view all the transactions of Adaptor through Dashboard

You can view all the details of exported documents like sender, receiver, document number, customer order number, supplier order number and status

You can view PDF and XML file of invoices which are exported and successfully processed into destination gateway

Click on 'Manually Export Invoices' and you can manually export multiple invoices to the customer with the facility By Invoices , By Customer and By Date.

1. Search by invoices

2.Search by customer

3. Search by date

Click on 'Find Invoices' and you get the list of Not Activated, Not Exported and Already Exported invoices.

Category: Adaptor

Last date of update: 03.06.2020

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