Create a new Docentric template based on a PDF sample document

You can design Docentric templates in many ways. If you are all about beautiful designs, you will probably hire a professional designer to do it for you. But there are other approaches as well, and our customers sometimes decide to develop a new Docentric template that looks similar (or even exactly the same) as an […]

Email Purchase Order with Terms and Conditions in D365FO

In this article, we will explain how to set up the emailing process of purchase orders using Docentric to achieve the following scenario. We want our outgoing emails, which are automatically generated by D365FO, to have an additional document attached – Terms and Conditions (T&Cs). Furthermore, instead of sending out these emails with the attached […]

Configure SharePoint Online integration in D365FO OneBox

In this article we will discuss why Microsoft SharePoint Online integration in D365FO does not work in a local development environment (OneBox) and how to fix the issue. Definition of terms Term Definition OneBox instance A development environment deployed on a local machine. Azure instance A development environment deployed in the cloud. Configure SharePoint storage […]

Using Financial dimensions in Print management in D365FO

Just recently I’ve been asked how to set up Print management to enable selection of different Free text invoice designs based on the information found in Financial dimensions. Print management setup doesn’t offer you dimensions data on the Invoice journal table, which is available on this setup by default. If I could find a way […]

Let end-users edit outgoing emails with quotes before sending them out from D365FO

When a quote or a purchase order is printed in Dynamics 365 for Finance and Operations, it can automatically be emailed to your prospect or vendor. In addition to that, Docentric Free Edition enables you to preview a generated document before letting D365FO continue with the emailing process. Learn how >> There is one more […]

Email an invoice with additional attachments from D365FO

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

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 […]