Alerts are a very popular functionality in D365FO, do you agree? However, let's be honest, D365FO could offer more alert-related features out of the box 😀. But here we are, stepping up the game again with your favorite free library 😎 Docentric Free Edition 🚀. […]
Version 3.4.7 Change Log Release date: 2023-09-29 NEW FEATURES Print management utilities – Free Edition: - Filter, sort and search all Print management settings including overrides for a legal entity in a single grid (tabular view) within a specialized form. - Update Print management settings […]
The PDF/A standard defines specific requirements and constraints on the PDF file format to ensure that PDF/A-compliant documents are self-contained, device-independent and suitable for long-term archiving (the “A” stands for archive). These requirements include guidelines for fonts, color, metadata, transparency and other aspects of PDF […]
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 […]
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 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 […]
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 […]
Tags: Alerts, D365FO, Free Edition 