Business processes related to invoicing often require that the posted invoice is emailed to the customer. Companies try to automate these processes and perform them in batch in D365FO, by posting and emailing large number of invoices at once. Here is the problem: sometimes it happens that the customer contact email address doesn’t exist in […]
Category: MS Dynamics 365 for Finance and Operations
Preview a quote before emailing it from D365FO
Would you like to see how your quotes or purchase orders look like before emailing them to your customers and vendors? Definitely! Docentric AX now has the option to preview any report before emailing. And not just that – you can preview your reports even before printing or saving them to SharePoint, File system or […]
Turn on new features such as System network printers via Flighting in D365FO
Flighting is a new concept introduced by Microsoft from D365FO version 10.0 that allows turning on new features, which are delivered but not activated by default. Some of these “hidden” new functionalities are: Client alert notifications by email Manage access to network printers across legal entities Business events The list of the features you can […]
Log errors of Email distributor batch in D365FO
Having a fine-grained control over email sending has long been an unfulfilled desire of many users who have to deal with emailing of D365FO reports. Their wait is over! Docentric implemented a variety of features improving emailing in Dynamics 365 for Finance and Operations, which can be used also with Docentric Free Edition, a free […]
Monitor and resend outgoing emails with printed invoices in D365FO
In the real world, you may experience timeouts when emailing invoices in batch due to sending limits of Online Exchange. Namely, sending message rate limit is 30 messages per minute, which can easily be exceeded when emailing takes place in batch. To overcome this problem we can increase the SMTP client timeout. Learn how To […]
What can we do when emailing invoices fails due to SMTP client timeout in D365FO
Getting SMTP client timeout may cross your plans of having your invoices successfully emailed in batch, resulting in some unsent emails. Even worse, we can’t easily detect why and where the timeout occurred nor can we increase the default value of the SMTP client timeout without coding. Luckily, there are two ways of dealing with […]
Add dynamic watermark to your reports in D365FO
Docentric AX allows adding a fixed watermark (e.g. ‘COPY’) to your reports such as Check or Customer invoice, but you can also add a dynamic watermark as we will describe in this article. In our case, we will use a template for Customer invoice and make Invoice number show up as the watermark. Limitations Because […]
Add a new parameter to SSRS reports in Dynamics 365 for Finance and Operations
Before we explain how to add a new parameter to an SSRS report, let just remind ourselves first that there are two types of report data sets and therefore two types of SSRS reports in Dynamics 365 for Finance and Operations: Query based reports DP (Data Provider) based reports The procedure of adding new parameters […]
Why is Container contents report always printed to Screen in D365FO
This article explains why Container contents report is always printed to Screen no matter which print destination you select on the Print destination settings form opened from its report dialog form. The WHS Bill of lading report shows the same misbehavior, so everything explained here is applicable to this report too. The Bug: Report is […]
Locate all customers with no primary email set in Dynamics 365 for Finance and Operations
The quickest way to locate those customers or vendors, which don’t have Primary email address set, is to personalize the Customers or Vendors forms by adding the Email address column from the related party, i.e. the corresponding field of the related record from the Global address book table. Usually we want to locate such customers […]
