First we created an overview of Configurable Business Documents and analyzed them in great depth, from how they work to their advantages and disadvantages. Read the analysis >> Afterwards, we discussed the most critical drawbacks of Configurable Business Documents and explained how they can be eliminated by bringing Docentric into play. Our strategy is to […]
Docentric AX Blog
Improved Configurable Business Documents
In our previous article we analyzed Configurable Business Documents announced on Microsoft Business Application Summit in Jun 2019, with general availability in October 2019. Configurable Business Documents are intended to empower end-users and functional consultants to customize business documents such as invoices and orders in terms of design and data sources directly from within Dynamics […]
Are Configurable Business Documents a game changer in D365FO reporting?
Configurable Business Documents were announced on Microsoft Business Application Summit in Jun 2019 with great excitement. Many partners have been asking us ever since what they are and whether they somehow interfere with Docentric. They wanted to know, if it is true that after Microsoft releases them in October 2019, end-users will be empowered enough […]
Email or print an invoice from D365FO, depending on the customer’s email address availability
Business processes related to invoicing often require invoices to be emailed to the customers after posting. Companies try to automate these processes and perform them in batch in D365FO, by posting and emailing large number of invoices at once. Here is the problem: sometimes it happens that a customer’s contact email address doesn’t exist in […]
Comparison: New SSRS PDF Viewer vs. Docentric Viewer
It was a long time ago when Microsoft announced that for D365FO environments on-premises no viewer for SSRS reports would be available – ever. Docentric addressed this shortcoming by introducing an embedded PDF viewer that works in both on-premises and cloud environments. To be honest, it wasn’t so hard to embed the best open-source component […]
Confirm that your customers received their invoices via email by requesting read receipts in D365FO
How many times have you been thinking how great it would be to know that invoices, delivered to your customers by email, were actually received? Using Docentric AX Free Edition you can get such a confirmation by requesting read and delivery receipts for emails sent out from Dynamics 365 for Finance and Operations. In this […]
Preview a quote before emailing it from D365FO
Would you like to see how your quotes or purchase orders look like before emailing them to your customers and vendors? Definitely! Docentric AX now has the option to preview any report before emailing. And not just that – you can preview your reports even before printing or saving them to SharePoint, File system or […]
Turn on new features such as System network printers via Flighting in D365FO
Flighting is a new concept introduced by Microsoft from D365FO version 10.0 that allows turning on new features, which are delivered but not activated by default. Some of these “hidden” new functionalities are: Client alert notifications by email Manage access to network printers across legal entities Business events The list of the features you can […]
Log errors of Email distributor batch in D365FO
Having a fine-grained control over email sending has long been an unfulfilled desire of many users who have to deal with emailing of D365FO reports. Their wait is over! Docentric implemented a variety of features improving emailing in Dynamics 365 for Finance and Operations, which can be used also with Docentric Free Edition, a free […]
Monitor and resend outgoing emails with printed invoices in D365FO
In the real world, you may experience timeouts when emailing invoices in batch due to sending limits of Online Exchange. Namely, sending message rate limit is 30 messages per minute, which can easily be exceeded when emailing takes place in batch. To overcome this problem we can increase the SMTP client timeout. Learn how To […]
