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Dynamics 365 For Finance and Operations - Exporting EDI Transactions

Step-by-step guide for exporting outbound EDI transactions from the EDI module in Dynamics 365 for Finance and Operations, including how to re-export completed documents.

Written by Micah A. Parker

Product: Dynamics 365 for Finance and Operations


Export Messages


All outbound mailboxes within the EDI module use various export processes for sending EDI documents to a Trading Partner from Dynamics 365 for Finance and Operations.

Navigate: EDI module

Select: the Export mailbox for the EDI document you want to send

Select the unprocessed document(s) and:

Click: Export or Batch Export

You can select one or multiple documents at the same time to export.

Re-Exporting a Completed Document


To re-export a document that has already been completed and needs to be re-sent to your Trading Partner:

Select: the completed document

Navigate: Tools → Reset message

Click: Export or Batch export


Additional Resources


rev 11/05/25

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