In this article, we show how to use Docentric AX to customize reports even from third-parties like SKsoft’s Treasury Automation Suite (TAS). SKsoft’s TAS helps you automate bank connectivity, cash management, and payment workflows, giving straight-through processing and real-time visibility across banks and formats. Customizing […]
Author Blog Posts (18)
Email Collection Letters without Attached Report in D365FO
SSRS framework improved by Docentric offers powerful emailing capabilities, integrated in the process of report posting and printing, supporting execution in batch. There are scenarios such as emailing collection letters or return acknowledgments when you don't need to send an email to the customer with […]
SSRS, Electronic Reporting or Export to Word and Excel: Which to Use and When
Transactional Reporting in D365FO enables creating public facing documents but also internal reports. The technologies available in D365FO to support transactional reporting are SSRS, ER/Business Documents, Export to Word and Excel. SSRS requires code customization, while Electronic Reporting and Export to Word and Excel are […]
DynamicsMinds 2024: We Speak Your Bank’s Language! Optimize Banking, Treasury Operations and Payment Documents in D365FO with SKsoft and Docentric
With all bank formats included out-of-the-box, SKsoft can connect your D365FO to any financial institution with whom you do business and provide accurate visibility into banking activities. Besides the awesome treasury solution, you will see in the live demo how to customize payment documents such […]
Digiton 2023: Tips and Tricks With Alerts and Attachments in D365FO
At the Digiton Conference in Skopje, Docentric expert, Jovica Živković, demonstrated how to use Attachments and Alerts, providing insights into enhancing their usability through small customizations. For every D365FO implementation, Alerts and Attachments are essential functionalities which, let's be honest, could offer more features out […]