Docentric AX Blog

Notify Vendors That Certificates Are About to Expire Using Alerts in D365FO

Back in the days, when Microsoft has introduced Dynamics 365 for Finance and Operations, one of the missing functionalities were alerts. It took some time for Microsoft to re-implement alerts in D365FO, which happened in 2018 with version 8.0. However, the new standard alert functionality […]

Performance Considerations: SSRS, CBD and Docentric

Before discussing performance of report execution and draw a comparison between Docentric, SSRS and CBD (Configurable Business Documents aka Electronic Reporting Business Documents) reporting solutions, let’s first briefly explain their architecture and how they relate to each other. SSRS, CBD and Docentric execution pipeline Docentric […]

Video DynamicsCon 2021: Print Reports to SharePoint with Structured Metadata

SharePoint supports storing documents with metadata such as Account and Document ID, used for document search, integrations, archiving and workflows. It’s a pity that we cannot print reports to SharePoint with metadata from D365FO, right? Wait, with Docentric we can? Yes, and there is more: […]

Video Electronic Reporting & Business Documents for Beginners in D365FO

Many of you have probably heard of Electronic Reporting and (Configurable) Business Documents. It allows you to customize the report data model without development by choosing what data to include and how to map it to the data sources. It also allows you to design […]