Tags: D365FO, Full Edition, Print destinations, Print management 
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Send Reports to an SFTP Server in D365FO
Category: MS Dynamics 365 for Finance and Operations (203)
Create Invoices with Product Images and Specifications Using ER in D365FO
An industrial tools supplier got feedback from customers that their invoices were too plain. The documents looked basic and didn’t include helpful product details. Customers wanted more than just a price list. They wanted to see the products they ordered and get a short info […]
Create Invoices With T&Cs Using Electronic Reporting in D365FO
You're sending an invoice to a customer in Germany, another to a customer in France, and a third to a customer in the United States. Each customer expects to receive an invoice with Terms and Conditions written in their own language. To meet legal requirements […]
Notify a User Group with a Single Alert Rule in D365FO
Sometimes, it's essential to quickly notify the entire team when something changes in D365FO. Instead of setting up separate alerts for each user, the Docentric Free edition will enable you to send one alert for an entire user group. In this short guide, we’ll show […]
All Your D365FO Reporting Options in One Place: Docentric AX vs. ER
In this part of the All your D365FO Reporting options in one place series, we compare Docentric AX to Electronic Reporting (ER) across 5 core reporting elements: Data Source, Format Design, Document Generation, Document Distribution, Configuration & Management. In the introduction video, we outline how […]
All Your D365FO Reporting Options in One Place: ER/CBD
In this article, part of our series All your D365FO Reporting options in one place, we take a closer look at Electronic Reporting (ER) and Configurable Business Documents (CBD) — D365FO feature that allows users to design, customize, and maintain business documents without code changes […]
All Your D365FO Reporting Options in One Place: SSRS
Continuing our series All your D365FO Reporting options in one place, in this article we explore SSRS – the default reporting framework in D365FO. SSRS Solution Overview We will start with an overview of SSRS (SQL Server Reporting Services), which is a standard Microsoft solution […]
All Your D365FO Reporting Options in One Place: Introduction
In our new video article series, All your D365FO Reporting options in one place, we explore available reporting options in Dynamics 365 for Finance and Operations (D365FO). In this five-part series, we break down the various possibilities you have when it comes to designing, generating, […]
Enhance TAS Reports and Emails in D365FO with Docentric
In this article, we show how to use Docentric AX to customize reports even from third-parties like SKsoft’s Treasury Automation Suite (TAS). SKsoft’s TAS helps you automate bank connectivity, cash management, and payment workflows, giving straight-through processing and real-time visibility across banks and formats. Customizing […]
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 […]