Exporting trial balance from Dynamics 365 for Finance and Operations is a common ask for consolidation purpose by third party software’s like blackline ,Hyperion etc.

I have uploaded a code sample for generating report in csv format on my github page.

The following steps would help you to configure this project and a successful test.

  1. Set up Azure blob name and blob connection string in  Sys admin > System parameters > ASP Integrations tab as shown below

As you can see in the above screen , you have to specify blob container reference  to store that in Azure blob. Select blackline in the integration name and configure file name. File name is configurable.

2.Visit General Ledger > Periodic tasks > Black line trial balance extraction and set up batch job recurrence.

e.g You can set recurrence as every 4 hours or to run every day depending on your business requirement.

Batch Job recurrence –

File exported in the blob folder as per the configuration done in the System parameters form.

Thats all for now. If you have any questions feel free to comment.