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 […]
We have researched the case of duplicated model IDs in D365FO you might encounter when importing a new model or replacing an existing one. Why does this happen? Upon creating, every model gets a unique model ID (32-bit integer). This ID has to be unique for various reasons. When running overlayerings and extensions, kernel takes […]
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 […]
In this article we will explain how to develop a new custom report from scratch in Dynamics 365 for Finance and Operations using Docentric. Requirements for the new report Let’s say that we want to develop a new report that will show the data from a selected sales agreement but instead of using the existing […]
In this article we will explain how to develop a new custom SSRS report from scratch using Report Data Provider (RDP) approach in Dynamics 365 for Finance and Operations. Requirements for the new report Let’s say that we want to develop a new report that will show the data from a selected sales agreement but […]
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 […]
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 […]
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 […]
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 […]
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 […]
Tags: D365FO, Full Edition, MS Word, PDF, Template design 