Tags: Configurable business documents, D365FO, Full Edition, Performance, SSRS 
Before discussing performance of report execution and draw a comparison between Docentric, SSRS and CBD (Configurable Business Documents aka Electronic Reporting Business Documents) reporting solutions, let’s first briefly explain their architecture and how they relate to each other. SSRS, CBD and Docentric execution pipeline Docentric […]
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 👍. Improved Alert emails features: Use Email templates for Alert emails. In Email […]
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 […]
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 […]
If you are reading this article, it is probably because you have faced the import/export issue with table fields of type container when using the D365FO Data Management framework. As you have probably noticed, a D365FO data entity container field is by default simply skipped […]
DynamicsCon 2020: Curing What Hurts in D365FO Reporting With Docentric
Report customization in D365FO is a painful journey, no matter whether we deal with SSRS Reports or ER Business Documents. Every step in the report design, generation and distribution is troublesome and can drive you crazy. That is exactly where Docentric reporting solution comes to […]
In the standard D365FO Electronic Reporting (ER) report for Sales Invoice, line charges are given as a summary value, but it is a common requirement to print the detailed line charges specification. This article will guide you through the steps you need to perform to […]
Convert SSRS Check to ER Business Document
Out of around 1.000 SSRS reports in D365FO, Electronic Reporting Business Documents (aka Configurable Business Documents) can be applied only to around 50 Print Management reports. What about the non-Print Management reports? It is true that you can develop ER models, model mappings and formats […]
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 […]
Improved Electronic Reporting Business Documents
It’s been almost half a year since most D365FO users had a chance to get hands-on with ER Business Documents. It was a long-expected improvement to SSRS, but how much of an improvement and how much complexity and downgrading to the existing functionality it brings, […]
