Webinar: Configurable Business Documents – Part 2 of 2
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 […]
Webinar: Configurable Business Documents – Part 1 of 2
Our second and third webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series explain what Configurable Business Documents are and how to use them in Dynamics 365 for Finance and Operations. You will learn that Configurable Business Documents are special Electronic Reporting configurations, […]
Webinar: Electronic Reporting Basics Through Simple Example
In our first webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series, you will learn the basics of Electronic Reporting in Dynamics 365 for Finance and Operations, and the necessary setup to start using it. The webinar shows live demos of how to […]
In this article, we will explain how to set up the emailing process of purchase orders using Docentric to achieve the following scenario. We want our outgoing emails, which are automatically generated by D365FO, to have an additional document attached – Terms and Conditions (T&Cs). […]
Just recently I’ve been asked how to set up Print management to enable selection of different Free text invoice designs based on the information found in Financial dimensions. Print management setup doesn’t offer you dimensions data on the Invoice journal table, which is available on […]
When a quote or a purchase order is printed in Dynamics 365 for Finance and Operations, it can automatically be emailed to your prospect or vendor. In addition to that, Docentric Free Edition enables you to preview a generated document before letting D365FO continue with […]
How many times have you been thinking how great it would be to know that invoices, delivered to your customers by email, were actually received? Using Docentric AX Free Edition you can get such a confirmation by requesting read and delivery receipts for emails sent […]
Would you like to see how your quotes or purchase orders look like before emailing them to your customers and vendors? Definitely! Docentric AX now has the option to preview any report before emailing. And not just that – you can preview your reports even […]
Having a fine-grained control over email sending has long been an unfulfilled desire of many users who have to deal with emailing of D365FO reports. Their wait is over! Docentric implemented a variety of features improving emailing in Dynamics 365 for Finance and Operations, which […]
In the real world, you may experience timeouts when emailing invoices in batch due to sending limits of Online Exchange. Namely, sending message rate limit is 30 messages per minute, which can easily be exceeded when emailing takes place in batch. To overcome this problem […]
Tags: Configurable business documents, D365FO, Electronic reporting, Video 