Docentric AX Blog

Using Financial dimensions in Print management in D365FO

Just recently I’ve been asked how to set up Print management to enable selection of different Free text invoice designs based on the information found in Financial dimensions. Print management setup doesn’t offer you dimensions data on the Invoice journal table, which is available on this setup by default. If I could find a way […]

Let end-users edit outgoing emails with quotes before sending them out from D365FO

When a quote or a purchase order is printed in Dynamics 365 for Finance and Operations, it can automatically be emailed to your prospect or vendor. In addition to that, Docentric Free Edition enables you to preview a generated document before letting D365FO continue with the emailing process. Learn how >> There is one more […]

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 to find other articles on similar topic, in particular: how […]

Comparison: Configurable Business Documents vs. Docentric

First we created an overview of Configurable Business Documents and analyzed them in great depth, from how they work to their advantages and disadvantages. Read the analysis >> Afterwards, we discussed the most critical drawbacks of Configurable Business Documents and explained how they can be eliminated by bringing Docentric into play. Our strategy is to […]

Improved Configurable Business Documents

In our previous article we analyzed Configurable Business Documents announced on Microsoft Business Application Summit in Jun 2019, with general availability in October 2019. Configurable Business Documents are intended to empower end-users and functional consultants to customize business documents such as invoices and orders in terms of design and data sources directly from within Dynamics […]

Are Configurable Business Documents a game changer in D365FO reporting?

Configurable Business Documents were announced on Microsoft Business Application Summit in Jun 2019 with great excitement. Many partners have been asking us ever since what they are and whether they somehow interfere with Docentric. They wanted to know, if it is true that after Microsoft releases them in October 2019, end-users will be empowered enough […]

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 happens that a customer’s contact email address doesn’t exist in […]

Comparison: New SSRS PDF Viewer vs. Docentric Viewer

It was a long time ago when Microsoft announced that for D365FO environments on-premises no viewer for SSRS reports would be available – ever. Docentric addressed this shortcoming by introducing an embedded PDF viewer that works in both on-premises and cloud environments. To be honest, it wasn’t so hard to embed the best open-source component […]

Confirm that your customers received their invoices via email by requesting read receipts in D365FO

How many times have you been thinking how great it would be to know that invoices, delivered to your customers by email, were actually received? Using Docentric AX Free Edition you can get such a confirmation by requesting read and delivery receipts for emails sent out from Dynamics 365 for Finance and Operations. In this […]

Preview a quote before emailing it from D365FO

Would you like to see how your quotes or purchase orders look like before emailing them to your customers and vendors? Definitely! Docentric AX now has the option to preview any report before emailing. And not just that – you can preview your reports even before printing or saving them to SharePoint, File system or […]