Video Improved Alert Email Notifications in D365FO

In this video article, we will demonstrate how Alert email notifications in D365FO are improved by Docentric. The best part? It’s completely free! Download Free Edition and try it out right away πŸ‘. Improved Alert emails features: Use Email templates for Alert emails. In Email […]

Video Email Electronically Signed D365FO ER Project Invoice With Expenses Attachments

D365FO project invoices are usually emailed to clients. In the case of Time and Material (T&M) projects, we register the expenses on a project, so that we can cross-charge them to our client. A common requirement is to email the receipts of project invoice expenses […]

Sending multiple customer invoices in a single email without billing period in D365FO

IMPORTANT NOTE The Docentric Emailing Multiple Invoices (DEMI) solution has been greatly improved comparing to the solution described in this article. Learn more >> Does it happen in your type of business that some customers have multiple sales orders in short period of time, for […]

D365FO Electronic Reporting Datasource Types and When to Use Them

While learning about D365FO Electronic Reporting and trying to make your first ER model mapping configurations, you will notice that numerous D365FO ER datasource types are available in the ER Model mapping designer. You may wonder what the purpose of these different types is. Why […]

Video Bulk switch from SSRS report design to Docentric default template in Print management setup – Part 8 of 8

In this tutorial, we will cover the scenario where we need to switch in bulk from using the built-in SSRS report design to Docentric default template in Print management setup. The example from this tutorial works well if the Print management settings don’t contain Queries. […]

Video Bulk switch from one SSRS report format to another in Print management setup – Part 7 of 8

In this tutorial, we will cover the scenario where we need to switch in bulk from using one SSRS report format to a different one in Print management setup. Imagine that you are using many customer or vendor specific Print management settings configured to use […]