When you access customer or vendor details in Dynamics 365 for Finance and Operations (D365FO), their addresses are listed like this: “456 Peach Road, San Diego, CA 92114, USA”. This is great if you're familiar with San Diego, but if you're in Europe, for example, […]
Keeping customers updated on their unpaid invoices is key for timely payments and maintaining healthy relationships 😀. In Dynamics 365 for Finance and Operations (D365FO), the standard Customer account statement report helps by showing both settled and unsettled payments. Usually, these statements are emailed to […]
Adding file attachments to a record in Microsoft Dynamics 365 Finance and Operations (D365FO) is a straightforward process from the user's perspective. The user only clicks the paperclip icon 📎, selects a file for the attachment, and the attachment is added to the record. When […]
In Dynamics 365 for Finance and Operations you may have encountered filtering data within certain form grid columns is not possible. This limitation often occurs when a column is bound to a display method, which calculates data dynamically as the grid is populated. Additionally, because […]
How often did you find yourself in a situation when you created a Dynamics 365 Finance and Operations customization and wanted to create a logic which can respond to changes or notifies your change to future extensions of your code? By using delegates and event […]
This article presents a new option in Docentric File print destination, saving reports to configurable Azure file shares. We will demonstrate it using the example of the Sales invoice report and to make it even more interesting, we will create a non-existing Azure file share […]
Back in the days, when Microsoft has introduced Dynamics 365 for Finance and Operations, one of the missing functionalities were alerts. It took some time for Microsoft to re-implement alerts in D365FO, which happened in 2018 with version 8.0. However, the new standard alert functionality […]
Docentric gives you the ability to generate electronically signed reports from D365FO. But what if you email your reports and use another feature provided by Docentric, sending the additional report attachments? The report document will be electronically signed, but the additional attachments won’t. What should […]
Tags: D365FO, Free Edition, X++ 