Video #MySummitNA 2023: Survival Guide for Customizing Electronic Reporting Configurations

Our expert, Albin Lotrič, has gathered the top practical tips and tricks for customizing ER configurations that cannot only help you survive but also thrive in Electronic reporting 🤩. Here's a sneak peek into Albin's survival kit, and what he'll be tackling during his session: […]

Video Electronic Reporting & Configurable Business Documents with Docentric Enhancements

In this presentation, our expert, Albin Lotrič, first explains the basics of Electronic Reporting and Configurable Business Documents (ER/CBD). Then, the process of customizing existing ER configurations by deriving them from the original Microsoft configurations is presented. The customization includes the changes in the configurations […]

Video Electronic Reporting & Business Documents for Beginners in D365FO

Many of you have probably heard of Electronic Reporting and (Configurable) Business Documents. It allows you to customize the report data model without development by choosing what data to include and how to map it to the data sources. It also allows you to design […]

Video Send Sales Order Confirmation Emails with Item Attachments

One of the frequent business requirements for emailing public facing documents, like purchase orders, sales order confirmations, invoices, etc., is adding additional attachments to the outgoing D365FO emails. As you will see, Docentric offers strong support for this functionality. You will find a flexible rule-based […]