Albin Lotric

Senior Technical Consultant

Albin is a Senior Technical Consultant at Docentric. He enjoys being in contact with partners and their end-customers, helping them get the most out of Docentric reporting solution through product demos, training sessions, workshops, webinars, blog articles, and conference presentations. He helps customers resolve complex technical problems and reported incidents, and consequently contribute to product improvement in future releases.

Author Blog Posts (34)

Electronic Reporting & Business Documents for Beginners in D365FO

Posted on October 16, 2021November 23, 2021 by Albin Lotric

Tags: Configurable business documents, D365FO, Electronic reporting, Invoice, Video

One comment

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 […]

Designing Checks as Easy as It Gets in D365FO

Posted on August 15, 2021October 20, 2021 by Albin Lotric

Tags: Check, D365FO, Full Edition, MS Word, Template design, Video

2 comments

Many D365FO users in the US and Canada know how difficult designing and printing checks can be. Out-of-the-box support for checks in SSRS is limited to a few basic setup options, some of which affect the print layout. In most cases, some design changes are […]

Send Sales Order Confirmation Emails with Item Attachments

Posted on February 1, 2021February 8, 2021 by Albin Lotric

Tags: Attachments, D365FO, Emailing, Full Edition, PDF, Video

No comments

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 […]

Print Management Setup for All Modules in One Place

Posted on January 29, 2021October 29, 2023 by Albin Lotric

Tags: D365FO, Free Edition, Print management, Video

No comments

In Docentric AX 3.3.9 version, we redesigned the Docentric AX workspace to be better organized but also to offer a quick access to Print management setup for all modules in one place. The new Print management form part in the Docentric AX workspace also contains […]

Design a Check in Dynamics 365 F&O During Lunch Break

Posted on October 1, 2020October 15, 2021 by Albin Lotric

Tags: Check, D365FO, Full Edition, MS Word, Template design, Video

No comments

Customizing checks in Dynamics 365 for Finance and Operations using SSRS is cumbersome, time consuming and requires developers. If you are a D365FO functional consultant or a power user, then you would be surprised by the simplicity of designing checks using MS Word – without […]

Append PDF Product Specifications to Printed Purchase Orders in D365FO

Posted on April 15, 2020December 8, 2023 by Albin Lotric

Tags: Attachments, D365FO, Free Edition, PDF

12 comments

Let’s say that we want to print purchase orders with all corresponding product specifications appended at the end of output document generated in PDF format. We will assume that product specifications are PDF documents stored as Attachments (Document management) of built-in Products in D365FO. In […]

Save Purchase orders to SharePoint in D365FO

Posted on April 12, 2020May 12, 2020 by Albin Lotric

Tags: D365FO, Free Edition, Placeholders, Print destinations, SharePoint

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This article describes, how you can save your reports, generated in D365FO, to SharePoint. Docentric Free Edition has greatly improved the File print destination, and saving to SharePoint is one of its useful features. Our scenario will cover saving generated purchase orders to a specific […]

Connect to SharePoint from Windows Explorer

Posted on April 10, 2020April 22, 2020 by Albin Lotric

Tags: D365FO, SharePoint

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Many companies and organizations are using SharePoint for storing their documents, where they can be shared and used in different team settings. SharePoint allows flexible access controls and users don’t have to push documents back and forth via email. Docentric gives users the option to […]

Connect to D365FO Azure Storage from MS Azure Storage Explorer

Posted on January 22, 2020January 30, 2020 by Albin Lotric

Tags: Azure storage, D365FO

12 comments

In Dynamics 365 for Finance and Operations Azure storage is used to store files for Attachments based on Document types with Azure storage selected for the Location field, handle temporary files including EMF files sent to DRAs when printing reports to Network printers, etc. Additionally, […]

Webinar: Configurable Business Documents – Part 2 of 2

Posted on January 9, 2020March 23, 2020 by Albin Lotric

Tags: Configurable business documents, D365FO, Electronic reporting, Video

No comments

In this webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series we continue where we left off in our previous webinar. You will learn how to modify ER Format and Excel template for the Free text invoice document in order to print the […]