Video DynamicsMinds Panel: D365FO Reporting Challenges and How Experts Address Them

The panel discussion addresed common D365FO document reporting challenges. Our veteran panelists shared their experiences working with D365FO customers and partners in a range of project scenarios. They discussed customer reporting requirements, project challenges, and technology factors that determine successful outcomes with D365FO. This non-promotional […]

DynamicsMinds 2025: Top 7 D365FO Reporting Challenges You Can Solve Only with Docentric

Visit this showcase to see some of the most wanted D365FO reporting improvements in action. Design your reports using MS Word-based Docentric template designer with Electronic Reporting configurations as datasources. Electronically sign and email them with additional attachments, distribute them to SharePoint with dynamically populated […]

Video All Your D365FO Reporting Options in One Place: Docentric AX vs. SSRS

In this last part of the All your D365FO Reporting options in one place series, we compare Docentric AX to SSRS across 5 core reporting elements: Data source Format design Document generation Document distribution Configuration & Management 🎬 In this opening video, we outline how […]

Video All Your D365FO Reporting Options in One Place: Docentric AX vs. ER

In this part of the All your D365FO Reporting options in one place series, we compare Docentric AX to Electronic Reporting (ER) across 5 core reporting elements: Data Source, Format Design, Document Generation, Document Distribution, Configuration & Management. In the introduction video, we outline how […]

Video All Your D365FO Reporting Options in One Place: ER/CBD

In this article, part of our series All your D365FO Reporting options in one place, we take a closer look at Electronic Reporting (ER) and Configurable Business Documents (CBD) — D365FO feature that allows users to design, customize, and maintain business documents without code changes […]

Video All Your D365FO Reporting Options in One Place: Introduction

In our new video article series, All your D365FO Reporting options in one place, we explore available reporting options in Dynamics 365 for Finance and Operations (D365FO). In this five-part series, we break down the various possibilities you have when it comes to designing, generating, […]

Use D365FO Customer Prepayment Invoice With Docentric

With D365FO ver. 10.0.41 Microsoft introduced support for Customer prepayment invoice as a preview feature. It is implemented as an ER report, meaning that when a report is triggered from the Prepayment invoice form, it invokes an ER format configuration, which in turn invokes the […]

#MySummitNA 2024: All Your D365FO Reporting Options In One Place

In this session, we will focus on tools for designing, managing, generating, and distributing the operational reports in D365FO. These reports are mostly Business Documents like invoices, orders, packing slips, but also cheques, warehouse labels, etc. 👉 We will start by presenting SSRS and ER/CBD, […]

Video Check if D365FO Print Management Settings Overrides are Configured

D365FO Print management framework gives you a lot of flexibility for a price of potentially complex maintenance and even unwanted results. If you are using D365FO Print management overrides, you know what I am talking about. A common problem is that you occasionally get unexpected […]