Docentric AX Blog

Email D365FO Invoices and Statements with Finance Agents in Outlook

Finance agents (previously known as Copilot for Finance) are Microsoft’s AI-powered assistants designed to help with financial operations directly within Excel and Outlook to: Excel: Reconcile and match financial data. Outlook: Draft clear, personalized emails and seamlessly attach outstanding invoices or account statements. In this […]

DynamicsMinds 2025: Are you prepared? Get ready for the unified experience ALM!

With the transition from LCS, it’s crucial for F&O consultants to stay updated on these changes. I’ll cover what you need to know to thrive in this evolving landscape: An overview of the enhanced Unified admin and developer experiences. Git vs. TFVC: Why Git is […]

DynamicsMinds 2025: Technical Writing: There’s No Magic Wand Here

Writing is hard, but it's a very valuable skill, and as with all skills, practice makes perfect. Whether you’re documenting solutions for Dynamics 365, creating Power Platform guides, or simply trying to create your own content, you’ve likely discovered there’s no instant spell to make […]

DynamicsMinds 2025: How to Generate ZUGFeRD Compliant Electronic Invoices in D365FO

German legislation recognizes two key standards for electronic invoicing: XRechnung and ZUGFeRD. XRechnung is a structured XML format based on UBL or CII, and ZUGFeRD is a hybrid format that combines a human-readable PDF/A-3 file with an embedded XML file in the "Cross-Industry Invoice" (CII) […]

DynamicsMinds 2025: Demystifying Electronic Reporting: Some Concepts and Functions You May Not Yet Know, But Should Know

This session is aimed at both those who already have some experience with ER and those who are seriously considering using ER for reporting. We hear everywhere that ER is complex. This is true. That's why it's even more important to learn about it from […]

DynamicsMinds 2025: Digital Magic: Efficient Communication with Customers for Collections

In this session, we’ll explore the three primary ways to communicate with customers about their account statements and overdue invoices: using the Aged Balances inquiry, Process Automations, and Copilot for Finance in Outlook. These tools provide efficient solutions for maintaining contact and ensuring timely updates, […]