arades add-on · Dataverse · Compliance
XRechnung, ZUGFeRD, PEPPOL — native on Dataverse. Dispatch, receipt, validation, GoBD-compliant archiving. Bundled with our Project & Service Management (P&SM) app, also available standalone for other D365 CE apps and pure Dataverse environments.
Background
Since 1 January 2025, every company based in Germany must be able to receive e-invoices in a structured format. For sending, a phased schedule applies: from 2027 for companies with previous-year revenue above EUR 800,000, from 2028 for all. For deliveries to public-sector buyers, XRechnung obligation has been in force in Germany since 2020.
Anyone running Microsoft Dynamics 365 Customer Engagement or a custom Dataverse app in production faces one question: how do you bring e-invoicing logic into the existing solution? Microsoft does not ship a complete answer in the standard — Project Operations and Business Central cover parts of it, but anyone working with plain Customer Engagement, Sales, Customer Service, Field Service or an industry solution has no standard e-invoicing feature.
We originally built the module for our own Project & Service Management (P&SM) app — because our consulting customers had to produce invoices electronically from 2025 onwards and our app had to deliver that logic. Today, the module is available standalone as well, for everyone working on Dataverse.
What's included
Creation of outbound invoices in XRechnung (UBL and CII), ZUGFeRD 2.x (BASIC, EN16931, EXTENDED), or PEPPOL BIS Billing 3.0. Format choice configurable per recipient — public-sector buyers automatically receive XRechnung, B2B recipients receive ZUGFeRD or PEPPOL as agreed.
Validation of recipient master data against the formal requirements (VAT ID check, Leitweg-ID for public-sector buyers, PEPPOL ID lookup). Missing mandatory fields are flagged before dispatch, not at the recipient.
Dispatch via a certified PEPPOL Access Point as a service — no own Access Point required. Alternatively e-mail dispatch with PDF/ZUGFeRD attachment or file export for manual handover.
Received e-invoices are automatically parsed, validated, and created as inbound invoice records in Dataverse. Attachments are preserved unchanged. Approval workflow configurable via Power Automate.
Audit-proof, immutable storage in Dataverse or Microsoft SharePoint with versioning and a 10-year retention label. Original XML and visual representation (PDF/A-3) are archived together.
Open REST API for handover to DATEV Unternehmen Online, DATEV XML, BMD, Lexware, and similar bookkeeping / tax tools. Sample flows in Power Automate for the common paths are part of the delivery.
When is e-invoicing relevant for you?
For deliveries and services to federal authorities, federal states, and many municipalities, XRechnung via the “Zentrale Rechnungseingangsplattform des Bundes” (ZRE) or OZG-RE platforms has been mandatory since 2020. Anyone serving public-sector contracts is already affected today.
Since 1 January 2025, every business based in Germany must be able to receive e-invoices. This applies independent of size and industry context. Inbound e-invoices must be processable — paper-only inbound handling no longer suffices.
Dispatch becomes mandatory in stages: from 1 January 2027 for companies with previous-year revenue above EUR 800,000, from 1 January 2028 for all. Anyone not setting up today will run into time pressure in 2026/2027 — especially with complex master-data and accounting landscapes, more lead time is better.
Technical integration
The module is packaged as a Dataverse solution. Installation creates dedicated tables for outbound and inbound invoices, format configurations, the PEPPOL address book, and archive metadata. Invoice generation runs as a plug-in in the Dataverse pipeline model — no external middleware, no own server.
Trigger logic (when is an invoice created? when is it dispatched? which approval step?) is configured via Microsoft Power Automate. This allows even complex workflows to be modelled without custom code: pre-check by the project manager, approval by accounting, automatic dispatch after 24 hours of silence — all as flows.
For connecting to tax and accounting tools (DATEV, BMD, Lexware), the module exposes a REST API. The typical bridge is a Power Automate flow or an Azure Logic App that, after invoice dispatch, transfers booking data to the target system. Example flows for DATEV Unternehmen Online and DATEV XML export are part of the delivery.
Already included in Project & Service Management (P&SM)
Our Project & Service Management (P&SM) app contains this E-Invoicing module out-of-the-box. IT service firms, consultancies, and smaller PSA setups using P&SM do not need to license the e-invoicing function separately — it is part of the package.
For all others — existing D365 CE installations with Sales, Customer Service, Field Service or custom industry apps — the module is licensable as a standalone Dataverse solution.
License model
License costs depend on volume (number of e-invoices sent and received per month) and the number of tenants connected. Concrete license options on request — the range covers small setups with a few hundred invoices per month up to group constellations with multiple tenants and five-digit volumes.
With arades Project & Service Management (P&SM), the E-Invoicing module is already included — no separate volume licence, no extra cost for the typical consulting use case. For pure standalone use in an existing D365 CE / Dataverse environment, we'll prepare a quote after a discovery session.
Note on Microsoft licences: The module requires at least a Power Apps Per User or a Dynamics 365 Customer Engagement licence for the editing users. Which licence is needed per staff member, we're happy to clarify — see our License Cost Calculator at licenses.arades.de.
Accompanying services
Which Microsoft licence for which user — Per User, Per App, Customer Engagement, Team Member. We review your constellation and propose the most economical variant. License procurement via us as your Microsoft licensing partner (CSP).
Solution installation, format-choice configuration per recipient, PEPPOL setup, Power Automate flows for approval and dispatch, bridge to DATEV or other accounting tool. Typical duration 4 to 10 weeks.
Ongoing maintenance after go-live: format updates for XRechnung or ZUGFeRD schema changes, adjustments to new statutory requirements, extensions for additional recipient paths. Monthly flat fee, cancellable at any time.
Related
Our PSA solution on Dataverse, with e-invoicing included out-of-the-box. For IT service firms, consultancies, and smaller PSA setups.
Read more →The CRM platform beneath our e-invoicing module — Customer Engagement, Sales, Service, Field Service.
Read more →Which Microsoft licence fits your setup? Up to date, free, in DE and EN.
Read more →FAQ
XRechnung (UBL and CII), ZUGFeRD 2.x (all profiles from BASIC to EXTENDED), PEPPOL BIS Billing 3.0. Inbound e-invoices are validated and processed in the same formats. Format updates for schema changes are part of our Application Care.
Yes. E-invoices are stored unchanged, audit-proof, and retained for at least 10 years. Archiving runs natively in Dataverse or, on request, in Microsoft SharePoint with versioning and retention label enabled. Connection to external archive solutions such as d.velop or ELO is feasible via standard connectors.
Yes. The module is available as a standalone Dataverse solution for Microsoft Dynamics 365 Customer Engagement and for pure Dataverse environments. If you do not use the arades P&SM app, you can integrate the E-Invoicing module directly into your existing CE solution (Sales, Customer Service, Field Service or a custom industry solution).
License costs depend on volume (number of invoices sent / processed per month) and the number of tenants connected. Concrete pricing on request. Customers who already license arades Project & Service Management (P&SM) have the E-Invoicing module included out-of-the-box — at no extra cost for the typical consulting use case.
Via the module's REST API. Invoices can be handed over via Power Automate, via Azure Logic Apps, or via direct API call to DATEV Unternehmen Online, DATEV XML export, BMD, Lexware, or custom bridges. We ship example flows for the common tax-advisor tools.
Since 1 January 2025, every company based in Germany must be able to receive e-invoices in a structured format (XRechnung or ZUGFeRD from 2.0.1). Send-side obligation in B2B kicks in in stages: from 1 January 2027 for companies with previous-year revenue above EUR 800,000, from 1 January 2028 for all. For deliveries to public-sector buyers, XRechnung obligation has been in force in Germany since 2020.
The module uses a certified PEPPOL Access Point as a service. Dispatch runs automatically after invoice creation in Dataverse — receiver PEPPOL ID lookup, validation, handoff to the Access Point, receipt handling. No own PEPPOL Access Point required.
60-min live demo
60-min demo in a test environment. Invoice generation in XRechnung and ZUGFeRD, PEPPOL dispatch, inbound processing, GoBD archiving. Bring accounting and IT — both perspectives are relevant.
