Video Webinar: Docentric Enhanced Configurable Business Documents

We invite you to watch our fourth and last webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series. In this 45-minute webinar, we demonstrate how Docentric improves Configurable Business Documents in terms of design and printing. In live demos, we demonstrate the implementation […]

Email an invoice with additional attachments from D365FO

This article describes a setup-based solution for emailing reports with additional attachments from D365FO. We will show a step-by-step configuration which enables you to email an invoice with Terms & Conditions and product specification as additional attachments from D365FO. Before writing this post, I tried […]

Email or print an invoice from D365FO, depending on the customer’s email address availability

Business processes related to invoicing often require invoices to be emailed to the customers after posting. Companies try to automate these processes and perform them in batch in D365FO, by posting and emailing large number of invoices at once. Here is the problem: sometimes it […]

Export D365FO Customer Print Management settings

Print Management settings in D365FO allow users to specify the settings in different places and on different levels. The settings can become quite complex, thus often leading to confusion, difficulties in maintenance and problems when searching for the cause of unexpected behavior. Users sometimes even […]

Getting all D365FO Print Management settings in Excel

Print Management settings in D365FO is a powerful framework, which offers versatile settings possibilities. The settings often become too complex, which causes the painful maintenance. In this post I will show you how to make this task simpler by getting all the settings in one […]