We took again the opportunity to sponsor the upcoming AXUG Summit in Barcelona and cannot wait to meet you there to exchange experiences and new ideas! But first a question: Are you considering adopting a bleeding-edge reporting technology in D365FO based on Electronic Reporting – […]
Microsoft Dynamics 365 for Finance and Operations offers a robust credit and collections management functionality that enables you to manage the entire collection process – right from generating customer account statements, to being informed of balances as and when due, getting notifications on when collection […]
Bulk switch from SSRS report design to Docentric default template in Print management setup – Part 8 of 8
In this tutorial, we will cover the scenario where we need to switch in bulk from using the built-in SSRS report design to Docentric default template in Print management setup. The example from this tutorial works well if the Print management settings don’t contain Queries. […]
Bulk switch from one SSRS report format to another in Print management setup – Part 7 of 8
In this tutorial, we will cover the scenario where we need to switch in bulk from using one SSRS report format to a different one in Print management setup. Imagine that you are using many customer or vendor specific Print management settings configured to use […]
Change email settings in Print management setup in bulk – Part 6 of 8
In our previous tutorial, we demonstrated how to change the target print destination from SSRS Email to Docentric Email of Print management settings in bulk using Docentric Print Management Data Entity and Excel. In this tutorial, we will show you how to change Docentric email […]
Change the target print destination in Print management settings in bulk – Part 5 of 8
Assume that you are using SSRS Email print destination for printing your invoices but at the same time, you have overridden Print management settings for hundreds of customers in order to specify different email recipients and subject for each customer. But then you’ve learned about […]
Copy Print management settings between customers – Part 4 of 8
Let’s say that you want to set up Print management settings for a customer and then to copy the same settings to one or more other customers in the same or in a different legal entity. You can certainly do this for each customer manually, […]
Copy Print management settings between environments – Part 3 of 8
Second basic scenario supported by Docentric Print Management data entities is copying between environments, e.g. from your Test to your Production environment. IMPORTANT: The video in this tutorial uses the Docentric Print Management Settings data entity, but we strongly recommend that you use the Docentric […]
Copy Print management settings between legal entities – Part 2 of 8
One of the basic scenarios covered with Docentric Print Management Data Entity is copying between legal entities. In this tutorial, we will show you how to create the Copy into legal entity data project in the Data management workspace and select Source (USMF) and Destination […]
Get started with Docentric Print Management Data Entity – Part 1 of 8
As you all know very well, Print management is the core part of the built-in Routing functionality for business documents in Dynamics 365 for Finance and Operations. In Print management setup for each Document type, you can select different target print destinations (e.g. Email, Printer, […]
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