Docentric AX Architecture

Docentric AX is a MS Dynamics 365 for Operations Add-On solution for reporting and document automation.
It consists of the components as follows.

Docentric AX Framework

Docentric AX for MS Dynamics 365 for Operations consists of:

  • Docentric AX Framework,
  • Docentric AX Designer.

Docentric AX Framework is a plug-in for D365FO that improves:

  • SSRS reports,
  • Export to Word functionality,

in terms of design, data preparation and print destinations.

Integration with built-in frameworks is done using extensions, without overlayering.

See gallery

In contrast to the MS Dynamics AX 2012 solution, Docentric AX Framework no longer requires external service called Docentric Server to generate reports. This responsibility is now overtaken by Docentric AX Framework itself, and occurs in process. This means not only much better performance but also gave us a great opportunity to open APIs for document content manipulation (e.g. parsing or merging documents) as well as to implement various advanced scenarios such as dynamic labels.

Functionalities

Setup
This includes setup for Docentric AX parameters, reports and their templates, etc. Report setup allows multiple templates per report, company and language. You can also set up which report context data and additional labels to include automatically in report data source.

Report template storage can be:

  • AOT Resources,
  • Azure blob storage,
  • SharePoint.

Report data preparation
For existing SSRS Reports, Docentric AX Framework reuses existing SSRS reports data and buttons (Original/Copy Preview) likewise built-in report security and workflows. For example, the process of posting and printing of Sales invoice stays the same.

We also introduced a completely new, configurable and extensible framework that allows much more efficient customization of built-in report data sources, even when adding additional data sets, calculating or reshaping data. It also allows efficient development of custom reports without temporary tables or queries. It automatically adds environment data such as current company and worker info to the data source of each report.

Output management
Reports and documents are generated from selected templates and runtime data and distributed to enhanced print destinations:

  • Screen: Much better report viewer.
  • Email: Placeholders, Additional attachments, HTML body.
  • File: Placeholders, Saving to Azure, SharePoint or Attachments, Run in batch.

Multiple templates per SSRS report can be used, and template selection can also take place on the Print destination settings form. You can also use built-in SSRS report designs with Docentric‘s enhanced print destinations.

APIs for development
Flexible and well documented APIs enable custom scenarios such as appending different documents such as terms and conditions for different customers to printed invoices, merging invoices into single document, emailing reports with additional attachments, etc.

Docentric AX Designer

Technical requirements: Microsoft Word 2007 or later.

Microsoft Word with addition of Docentric AX Add-In acts as a template designer for Docentric reports and documents.

Templates are just ordinary Word documents and static content (e.g. styles, formatting, text) can even be modified without the presence of Docentric AX Add-In. However, to add a new Word construct bound to the template data source, you will need to install a Docentric AX Add-In.

Practically any of Word’s constructs such as paragraphs, images, charts, text-boxes, shapes, n-level nested tables, bulleted lists, etc. can be dynamic and bound to a template data source, formatted with Word’s powerful styles and placed anywhere in a document body, headers, footers or sections. Learn more

Generation of template data sources for design purposes is simple and automated by Docentric AX Framework.