Keep D365FO Print Archive Small to Pay Less

With Microsoft’s latest license enforcement changes, storage costs in Dynamics 365 Finance & Operations (D365FO) are becoming increasingly relevant. Every gigabyte counts, and if you don’t actively monitor storage, it can silently inflate your bill. Luckily, D365FO comes with several standard cleanup jobs to keep […]

Print Customer and Project Invoices in Bulk and Batch from Invoice Journals

Printing multiple invoices in Dynamics 365 Finance & Operations (D365FO) just got easier. Whether you need to reprint a few invoices or send hundreds to a different print destination, you can now do it directly from the Customer invoice journal and Project invoice journal forms […]

Print Customer and Project Invoices from Invoice Journals Without Print Management

Starting with Docentric AX version 3.5.0, you can now print reports directly from common journal forms (such as the Customer invoice journal and Project invoice journals) even without using Dynamics 365 Finance and Operations (D365FO) Print Management. This article shows how to do that with […]

Email D365FO Invoices and Statements with Finance Agents in Outlook

Finance agents (previously known as Copilot for Finance) are Microsoft’s AI-powered assistants designed to help with financial operations directly within Excel and Outlook to: Excel: Reconcile and match financial data. Outlook: Draft clear, personalized emails and seamlessly attach outstanding invoices or account statements. In this […]

DynamicsMinds 2025: Are you prepared? Get ready for the unified experience ALM!

With the transition from LCS, it’s crucial for F&O consultants to stay updated on these changes. I’ll cover what you need to know to thrive in this evolving landscape: An overview of the enhanced Unified admin and developer experiences. Git vs. TFVC: Why Git is […]

DynamicsMinds 2025: Technical Writing: There’s No Magic Wand Here

Writing is hard, but it's a very valuable skill, and as with all skills, practice makes perfect. Whether you’re documenting solutions for Dynamics 365, creating Power Platform guides, or simply trying to create your own content, you’ve likely discovered there’s no instant spell to make […]

DynamicsMinds 2025: Command the Elements: Automating Dynamics 365 F&O with PAC CLI

Embark on a magical journey into the world of automation with Microsoft Power Platform CLI (PAC CLI). In this session, we'll reveal how this powerful tool can transform the way you manage Dynamics 365 Finance and Operations environments, enabling you to manage users and environments […]

Microsoft Enhances Security and Restricts Access to D365FO Azure Storage

Starting with version 10.0.41, Microsoft is introducing managed identity Entra ID authentication to enhance security for accessing internal D365FO Azure storage, replacing the previously used Azure storage account key-based authentication. Impact on D365FO Denied access to internal Azure Files within D365FO. Supported access to internal […]