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Append Terms and Conditions to printed Purchase orders or Invoices in D365FO

Often there is a need to append Terms and Conditions (T&C) to a printed purchase order or invoice in Dynamics 365 for Finance and Operations. Instead of printing them as the last pages of a generated document, you can also email T&C along the printed purchase order or invoice. While our reporting add-on for D365FO […]

Send nicely designed emails from workflows in Dynamics 365 for Finance and Operations

If you want to have better designed emails for your workflow notifications, check out how our free Dynamics 365 for Finance and Operations Add-On – Docentric AX Free Edition – can help you. In this article we will demonstrate how to customize workflow email notifications for the Purchase requisition review workflow by adding WF specific […]

Email reports from multiple sender addresses in Dynamics 365 for Finance and Operations

When it comes to emailing reports from DYN365FO, we are all facing the same problem: it’s simply too limited. For example, we cannot set up the email body or additional email attachments nor we can use placeholders to make the email subject and output filename dynamic (e.g. Invoice <Invoice ID>.pdf). This is where Docentric AX […]

Configure Exchange to support multiple sender accounts for outgoing emails in Dynamics 365 for Finance and Operations

Sometimes we would like to send emails using different sender email addresses, but standard DYN365FO supports just one set of SMTP settings in Email parameters. You can still provide any sender email address you want per template in Organization email templates, but sending such an email usually fails. Similar requirement for multiple sender email addresses […]

Printing to Default Printer in D365FO

When printing the reports to the Printer print destination by using the Print Management, D365FO users often need to print to a printer other than the one configured in the Print Management settings. There is a work-around: preview the report and then print, so that you get the chance to specify a printer of your […]

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 […]