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How to Configure a Safe Connection to a D365FO in a Local Development Environment

This article will tell you how to get rid of annoying “Not secure” message in URL line when connected to Dynamics 365 for Finance and Operations in a local development environment. You’ll learn why this happens and how to fix it! Here’s why it happens The reason lies in the fact that the site certificate […]

Email reports from multiple From addresses in Dynamics 365 for Finance and Operations

When it comes to emailing reports from DYN365FO, we are all facing the same problem: it’s simply too limited. For example, we cannot set up the email body or additional email attachments nor we can use placeholders to make the email subject and output filename dynamic (e.g. Invoice <Invoice ID>.pdf). This is where Docentric AX […]

Configure Exchange to support multiple From accounts for outgoing emails in Dynamics 365 for Finance and Operations

Sometimes we would like to send emails using different sender email addresses, but standard DYN365FO supports just one set of SMTP settings in Email parameters. You can still provide any sender email address you want per template in Organization email templates, but sending such an email usually fails. Similar requirement for multiple sender email addresses […]

Printing to Default Printer in D365FO

When printing the reports to the Printer print destination by using the Print Management, D365FO users often need to print to a printer other than the one configured in the Print Management settings. There is a work-around: preview the report and then print, so that you get the chance to specify a printer of your […]

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 place in an Excel sheet. Why is Print Management settings […]

Print Archive with 5 stars in Dynamics 365 for Finance and Operations

In case that you don’t recognize it, this is the built-in Print archive for archiving reports in Dynamics 365 for Finance and Operations enhanced by Docentric. You can use it for all your reports executed in D365FO completely for free, since it is delivered as a part of Docentric AX Free Edition. How to save […]

Multiple use of Report caption

Report caption is usually set to the caption of the report menu item, e.g. Customer account statement. Sometimes, the report menu item caption ‘got lost’ in the report execution pipeline and the technical report name (i.e. name of the report in AOT) becomes visible to end users instead, e.g. PurchPurchaseOrder.Report.   Report caption is used […]

Email reports with images from database in the email body in Dynamics 365 for Finance and Operations

Let’s say that we want to email reports from Dynamics 365 for Finance and Operations with some attractive content in the email body including images. Beside static content, some email parts can be dynamic and specific for every report execution. Standard Dynamics 365 for Finance and Operations supports sending emails with attached reports, but without […]

Email invoices with company logo in the email body in Dynamics 365 for Finance and Operations

Let’s say that we want to email invoices to our customers from Dynamics 365 for Finance and Operations with some useful information in the email body such as billing period and due date. Moreover, we want to have this information nicely designed, using the styles of our company. Of course, we also want to have […]