In Dynamics 365 Finance and Operations, the View details functionality allows users to quickly access related data directly from form controls. Users just need to right-click on a form control bound to a data field (or an EDT) and select the View details context menu […]
Author Blog Posts (12)
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 […]
Generate Configurable Business Document as Byte Array
In this article, we will show you how to generate Customer account statement, which is a Configurable business document, as a byte array in both original (Excel/Word) and PDF format. Configurable business documents sit on top of SSRS and cannot be generated outside the SSRS report execution pipeline, […]
Send emails from D365FO using SendGrid
When sending emails from D365FO with an email service provider such as Exchange Online, receiving and sending limits normally apply. This can cause nasty problems when doing high-volume emailing, for example, emailing invoices in batch. Learn about Exchange online sending limits >> The known limitation […]
Email testing in UAT environments
UAT environments are used for User acceptance testing (UAT) and usually operate with the production data, i.e. with the database copied from the production environment. Consequently, all email addresses from Global address book and email print settings from Print management setup are copied from the […]