Dynamics 365 for Finance and Operations enables sending automated emails with printed business documents such as invoices, orders and statements to our customers and vendors. Ii is very important that these emails don’t end up in their spam folders. There are some general recommendations we […]
Webinar: Configurable Business Documents – Part 2 of 2
In this webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series we continue where we left off in our previous webinar. You will learn how to modify ER Format and Excel template for the Free text invoice document in order to print the […]
Webinar: Configurable Business Documents – Part 1 of 2
Our second and third webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series explain what Configurable Business Documents are and how to use them in Dynamics 365 for Finance and Operations. You will learn that Configurable Business Documents are special Electronic Reporting configurations, […]
Webinar: Electronic Reporting Basics Through Simple Example
In our first webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series, you will learn the basics of Electronic Reporting in Dynamics 365 for Finance and Operations, and the necessary setup to start using it. The webinar shows live demos of how to […]
You can design Docentric templates in many ways. If you are all about beautiful designs, you will probably hire a professional designer to do it for you. But there are other approaches as well, and our customers sometimes decide to develop a new Docentric template […]
We have researched the case of duplicated model IDs in D365FO you might encounter when importing a new model or replacing an existing one. Why does this happen? Upon creating, every model gets a unique model ID (32-bit integer). This ID has to be unique […]
D365 Focus in Brussels is just around the corner. We would like to invite you to join our session about the hot new topic – Configurable Business Documents built on top of Electronic Reporting. We dedicated our summer holidays to dig deep under the hood […]
We are looking forward to meet you at the coming User Group Summit in Orlando. Seizing this great opportunity to shake hands with our amazing partners and customers, but also a chance to present Docentric solution to other members of the AXUG community that may […]
In this article, we will explain how to set up the emailing process of purchase orders using Docentric to achieve the following scenario. We want our outgoing emails, which are automatically generated by D365FO, to have an additional document attached – Terms and Conditions (T&Cs). […]
In this article we will explain how to develop a new custom report from scratch in Dynamics 365 for Finance and Operations using Docentric. Requirements for the new report Let’s say that we want to develop a new report that will show the data from […]
Tags: D365FO, Emailing, Free Edition, Invoice, Print destinations 