Version 3.4.3 Change Log Release date: 2022-02-21 NEW FEATURES Saving to Azure Files: – On the Print destination settings form, users can now turn on the Save to Azure Files option and configure which Azure storage account to use, target Azure file share and folder […]
We improved Batch email sending status by adding new email message and context information fields. Also, we made the form itself more user-friendly and functional. Learn in detail about these improvements >> On the other hand, to support new mail message fields such as Cc, Bcc and […]
In this article we will address two possible scenarios when you need to add an additional report format (aka SSRS report design) to Print management for an existing Document type. For example, let’s say that we’ve created two new SSRS report designs for the Sales […]
We’re all probably receiving invoices from various providers and vendors in our email inbox on a regular basis. Have you ever checked the document properties of the attached PDF documents? You might have seen something like this: However, when you print an invoice from D365FO […]
In our previous article, we explained how to configure and design email notifications for the Purchase requisition review workflow. Using Docentric improvements, you can design Email templates used for workflow notifications in the advanced email body editor with placeholders. But there is more – you […]
In the previous article, we explained a utility class that helps you generate SSRS and Docentric reports from X++ in memory instead of distributing them to a print destination such as Email or File. Using the same helper class, DocSrsReportGenerator, we will now demonstrate how […]
If you need to generate a SSRS report as a byte array, you can use a utility X++ class we created for some custom scenarios such as sending Sales and Project invoice in the single email to the corresponding customer. We will explain this particular […]
In Dynamics 365 for Finance and Operations you can automatically generate and email invoices to your customers. What if there is a demand to secure the emailed invoices with passwords, for example the customer VAT number? D365FO doesn’t offer such a possibility OOTB, but fortunately […]
UPDATE TO THIS ARTICLE From Docentric version 3.4.3, saving reports to configurable Azure file shares is supported. You can mount an Azure file share as a network drive and this way enable routing from D365FO in the cloud to your local network. Docentric introduces a […]
Let’s start with the explanation from Microsoft: Documents that require custom margins When the Document Routing Agent runs as a Windows service, document reports, such as checks, that require custom margins can’t be printed directly to network printers. Instead, the Document Routing Agent automatically routes […]
Tags: Change logs, Free Edition, Full Edition, Version releases 