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title description author ms.date ms.topic audience ms.reviewer ms.search.region ms.author ms.search.validFrom ms.dyn365.ops.version ms.search.form
Create configuration providers and mark them as active
This article explains how a user assigned to the System Administrator or Electronic Reporting Developer role can create a configuration provider.
kfend
07/02/2019
how-to
Developer, IT Pro
johnmichalak
Global
filatovm
2016-06-30
Version 7.0.0
ERWorkspace, ERVendorPart, ERVendorTable

Create configuration providers and mark them as active

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This article explains how a user assigned to the System Administrator or Electronic Reporting Developer role can create a configuration provider for Electronic reporting (ER). Each ER configuration will refer to the provider as the author of the configuration. In this example, you will create a configuration provider for sample company, Litware, Inc. These steps can be performed in any company as ER configuration providers are shared among all companies.

Create a provider

  1. Go to the navigation pane in the upper left corner and select Organization administration.
  2. Go to Workspaces > Electronic reporting.
  3. Go to Related links > Configuration providers.
  4. Select New.
    • A provider record has a unique name and URL. Review the content of this page and skip this procedure if a record for Litware, Inc. (https://www.litware.com) already exists.
  5. In the Name field, type Litware, Inc..
  6. In the Internet address field, type https://www.litware.com.
  7. Select Save.
  8. Close the page.

Select as an active provider

  1. Select the Litware, Inc. provider.
  2. Select Set active.

Electronic reporting workspace page.

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