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

Let’s say that we want to send a report in an email with some attractive content. Beside static content, some 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 the email body and consequently, without any dynamic content in […]

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

Let’s say that we want to email a sales invoice to a customer with some attractive content like rich text, tables, company logo, product pictures, sales taker image, .etc. Standard Dynamics365FO supports sending email with attached invoice, but without email body. With Docentric AX Email print destination you can edit all email parts and enhance […]

Deep links in Workflow Email Notifications in Dynamics 365 for Finance and Operations

When using workflows in Dynamics 365 for Finance and Operations, you can enable email notifications. This means that each time when a workflow notification is sent, an email is delivered as well. Which email and to whom is specified within a particular workflow. Let’s say that you want to use a deep link within a […]

Why deep links don’t work in batch in Dynamics 365 for Finance and Operations

You can create shareable and secured URLs (aka deep links) to forms in Dynamics 365 for Finance and Operations using URL Generator, i.e. the UrlGenerator class. Deep links can be embedded in reports, emails, external apps, etc. A deep link points to a specific form in D365FO, but it can also contain parameters to filter […]

Deep links (aka drill-through links) in SSRS reports in Dynamics 365 for Finance and Operations

You can enable deep links (aka drill-through links) in SSRS reports in Dynamics 365 for Finance and Operations by setting the Action property on the wanted textbox to Go to URL and then to specify the expression for URL using the following utility method:

You can read about this in more detail in this […]

Display images on SSRS reports in Dynamics 365 for Finance and Operations

There are scenarios which require to print images on SSRS reports in Dynamics 365 for Finance and Operations. How you will achieve this depends on where the images are stored. Let’s say that you need to display product images on the Sales Order Confirmation or Sales Quotation report, to make it look more appealing. In […]

Dynamic report filenames in Print archive in Dynamics 365 for Finance and Operations

If you have a need to save reports to Print archive using dynamic filenames and not the default ones (which are fixed), you can achieve this by using Docentric AX Free Edition. Let’s demonstrate this on the Purchase order report. The built-in Print archive is very limited but changing the Description field of an archived […]

Printing reports with custom fonts in Dynamics 365 for Finance and Operations

In this article we will explain how to use custom fonts in Dynamics 365 for Finance and Operations reports when printing them on physical printers. By “custom fonts” we mean fonts that are not installed in a D365FO environment. Printing using Document Routing Technically speaking, printing process in D365FO is a bit more complicated, at […]

Generating reports in PDF format with custom fonts in Dynamics 365 for Finance and Operations

In this article we will explain how to use custom fonts in Dynamics 365 for Finance and Operations reports, when generating them in PDF format. By “custom fonts” we mean fonts that are not installed in a D365FO environment. In order to use custom fonts in SSRS report designs, these fonts need to be installed […]

Using Email tokens with SSRS Email print destination

When setting up the Print Management settings for reports in Accounts Receivable and Accounts Payable module in Dynamics 365 for Finance and Operations, you can specify in the To and Cc email addresses fields so called email tokens. For example, you can use the Primary contact and Contact purpose email tokens for a customer (Accounts […]