Docentric AX Blog - Page 2 of 9

Email an invoice with additional attachments from D365FO

Posted on July 30, 2019October 23, 2019 by Sanja Kolundzija

Tags: Attachments, D365FO, Emailing, Full Edition, Invoice, Print destinations

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 to find other articles on similar topic, in particular: how […]

Comparison: Configurable Business Documents vs. Docentric

Posted on July 18, 2019October 23, 2019 by Ana

Tags: Configurable business documents, D365FO, Electronic reporting

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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 […]

Improved Configurable Business Documents

Posted on July 18, 2019October 23, 2019 by Ana

Tags: Configurable business documents, D365FO, Electronic reporting

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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?

Posted on July 18, 2019October 23, 2019 by Ana

Tags: Configurable business documents, D365FO, Electronic reporting

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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

Posted on July 14, 2019October 23, 2019 by Sanja Kolundzija

Tags: D365FO, Emailing, Free Edition, Invoice, Print destinations

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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

Posted on July 5, 2019November 6, 2019 by Ana

Tags: D365FO, Free Edition, PDF, Print destinations, Viewer

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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

Posted on June 27, 2019October 23, 2019 by Albin

Tags: D365FO, Emailing, Free Edition, Invoice, Print destinations

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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

Posted on May 17, 2019October 23, 2019 by Albin

Tags: D365FO, Emailing, Free Edition, Quote, Viewer

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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

Posted on April 15, 2019October 23, 2019 by Ana

Tags: D365FO, Flighting, Printing

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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

Posted on March 15, 2019October 23, 2019 by Albin

Tags: D365FO, Email sending status, Emailing, Free Edition, Invoice

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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 […]