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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 […]

Debug workflows in Dynamics 365 for Finance and Operations

Workflows in Dynamics 365 for Finance and Operations can be debugged by attaching the debugger in Visual Studio to the Batch.exe process. This is because the workflow infrastructure uses batch processing on AOS to execute workflows. Learn more >> In order to start debugging of a workflow: Open Visual Studio as Administrator. In Visual Studio […]

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 […]