KSeF in Microsoft Dynamics 365: training and parameterization for Polish branches of international companies

In many organizations operating in Poland, the decision to implement the National e-Invoice System (KSeF) is made at the head office level. The effect is predictable: formal compliance exists, but the operational use of KSEFs is inefficient or fraught with the risk of errors.

Retcon specializes in Microsoft Dynamics 365 solutions and KSeF integrations, providing both the technology and the operational expertise needed to put it to good use. Our activities include user training, system parameterization and full adaptation to Polish tax and accounting regulations.

Why the implementation of KSeF by the head office is not enough

KSeF is not just about technical integration. This is a change in the way invoices are issued, received and archived in the XML structure according to the scheme of the Ministry of Finance. Microsoft Dynamics can send and receive invoices directly from the ERP, save KSEFs, and store XML files of documents, giving you full control over the invoicing process.

However, without proper configuration and training of users, common problems arise:

lack of knowledge when the invoice actually exists in the legal sense (the moment of assigning the KSeF number),
incorrect mapping of VAT data and invoice structures,
errors resulting from differences between the global ERP model and Polish requirements,
lack of control over the status of shipment and receipt of documents,
manual actions performed outside the ERP system.

Global deployments focus on system architecture. Local teams need an operational understanding of the process.

KSeF training in Microsoft Dynamics 365 — a practical approach

Retcon provides training for Microsoft Dynamics 365 users and administrators focused on real-world work scenarios.

Trainings are conducted by consultants who implement and maintain Dynamics 365 systems in production environments, so that the knowledge imparted is practical, not theoretical.

Parameterization of KSeF in accordance with Polish regulations

A global implementation rarely takes into account all local requirements. Therefore, a key element is the parameterization of the system.

Retcon provides:

configuration of the mapping of invoice data to the KSeF structure,
adjustment of VAT codes, currencies and tax schemes,
configuration of automatic validation and dispatch processes,
integration with local requirements such as JPK
adaptation of the system to the VAT and accounting act and current XML schemes.

Thanks to this, the system automatically validates the data, minimizing the risk of KSeF rejecting the invoice and ensuring compliance with current regulations.

Support for companies using global Microsoft Dynamics 365

Retcon works with organizations where Microsoft Dynamics 365 has been deployed globally, and the Polish branch needs local customization and operational support. Our activities include:

analysis of the current configuration of KSeF,
adaptation of the system to Polish requirements,
training for accounting and finance departments,
support of system administrators,
development and optimization of the existing solution.

Microsoft Dynamics 365 is an advanced ERP system that automates financial processes and ensures compliance with regulations, but its effectiveness depends on the correct configuration and competence of users.

Effect: legal compliance and effective control over invoicing

The combination of user training and proper system parameterization ensures:

full compliance with KSeF requirements,
elimination of manual actions outside of ERP,
reduction of errors and rejections of invoices,
control over the status of documents,
secure and lawful accounting processes.

Retcon provides complete support for Microsoft Dynamics 365 — from KSeF integration and configuration to training and system development — enabling Polish branches of international companies to work independently and safely in the KSeF environment.

Contact us

If Microsoft Dynamics 365 has been implemented by the head office and the local team in Poland needs practical training or adaptation of the KSeF to Polish legal requirements, we provide comprehensive support — from configuration analysis, through parameterization, to user training.

Sylwia Klukoszowska
+48 570 530 641
https://www.retcon.pl/contact