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 […]
Getting SMTP client timeout may cross your plans of having your invoices successfully emailed in batch, resulting in some unsent emails. Even worse, we can’t easily detect why and where the timeout occurred nor can we increase the default value of the SMTP client timeout […]
Docentric AX allows adding a fixed watermark (e.g. 'COPY') to your reports such as Check or Customer invoice, but you can also add a dynamic watermark as we will describe in this article. In our case, we will use a template for Customer invoice and […]
Docentric AX (both Free and Full product versions) contains a useful feature for cases when a user wants to search and view archived outgoing documents directly on a customer or vendor card, no matter if the documents were printed, emailed or saved to SharePoint or […]
Dynamics 365 for Finance and Operations on a local development environment may all of the sudden start reporting problems with the server due to expired certificates. To be sure, you should open the Event Viewer, expand Windows Logs in the left pane and click on […]
This article will tell you how to get rid of annoying “Not secure” message in the URL line when connected to Dynamics 365 for Finance and Operations in a local development environment (OneBox). You’ll learn why this happens and how to fix it! Here’s why […]
Tags: D365FO, Emailing, Free Edition, Quote, Viewer 