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Inquiry page · Tax

Electronic messages

A page that shows the electronic messages, such as reports or declarations sent to a tax office, for each processing you can use based on your role.

Used by
Accounts payable clerk, Collections manager, Accounts receivable clerk and 7 more roles
Business process
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Menu item
ElectronicMessages
Main table
ElectronicMessageProcessing
Data entity
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Setup steps
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Show what matters for

Everyone

1What it is and why

What it isA page that shows the electronic messages, such as reports or declarations sent to a tax office, for each processing you can use based on your role.
What you do hereUsed when working at the message level: create messages, collect data, generate and send reports, import responses and update statuses.
ExampleFor example, an electronic message can be a declaration that you generate in the system and send to the tax office.
Electronic messages page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathTax › Inquiries and reports › Electronic messages › Electronic messages
Set up firstElectronic message processing Microsoft Learn ↗Message processing actions Microsoft Learn ↗
Used next by—
Related pagesElectronic message items Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to Tax > Inquiries and reports > Electronic messages > Electronic messages.
  2. Select New to create a message, and enter dates, a description and any additional field values.
  3. Select Update status, choose the new status, and then select OK.
  4. Select Generate report to create the report.
  5. Select the Attachment button (paper clip) to view the generated report.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Action logShows every action that ran for the selected message, with any errors attached.Microsoft Learn ↗——
Message additional fieldsShows the additional fields set up for messages in the processing, and their values.Microsoft Learn ↗——
Message itemsShows the message items related to the selected message.Microsoft Learn ↗——
Run processingRuns the whole processing or one chosen action.Microsoft Learn ↗——

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per company—
Can it be undone—
Feature or country—
If you change it laterA message can be deleted only when its current status allows it, through the Allow delete setting of that message status. Microsoft Learn ↗

Technical architect

6Technical

Menu itemElectronicMessages Checked in Dynamics 365
FormElectronicMessagesForm Checked in Dynamics 365
TableElectronicMessageProcessingShown as “Electronic message processing” in Record infoChecked in Dynamics 365
Data entities—
Who can open itPrivilegesMaintain electronic messages ElectronicMessageMaintainOperate electronic messages ElectronicMessageOperateView electronic messages ElectronicMessageViewDutiesOperate electronic messages ElectronicMessageOperateMaintain sales tax transactions TaxSalesTaxTransactionsMaintainInquire into sales tax transaction status TaxSalesTaxTransactionStatusInquire
10 security rolesCollections manager CollectionLetterCollectionsManagerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerElectronic messages operator ElectronicMessageOperatorTax accountant FBTaxAccountant_BRAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorSales manager TradeSalesManagerAccounts payable clerk VendInvoiceAccountsPayableClerk
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, Edit, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=ElectronicMessages
Integrate with—
Table definition—

Everyone

8Sources and checks