Docentric AX Blog

Email Purchase Order with Terms and Conditions in D365FO

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). […]

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 […]

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 […]

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 […]