Tags: Azure DevOps, BPC, D365FO 
Table of Contents 1. Reusing BPC Content Across Implementation Projects 2. Clone a BPC Subtree into Another Azure DevOps Project 2.1 Select the BPC Subtree You Want to Clone 2.2 Clone the BPC Subtree into Another Azure DevOps Project 2.3 Continue Working with the Cloned […]
Category: Docentric AX Free Edition (117)
Business Documents in Dynamics 365 Business Process Catalog
Table of Contents 1. Business Documents Are Part of Business Processes 2. Understanding the Business Process Catalog 3. Standard Business Document Technologies in D365FO 4. Where Docentric AX Fits Docentric AX Free Edition Docentric AX Distribution Edition Docentric AX Full Edition 5. From Business Processes […]
D365FO Journal Improvements: Attachments And Print Archive Made Easy
The features we build at Docentric are not only about document generation. We also want to make everyday work in Dynamics 365 Finance and Operations easier. This is why we've made some journal improvements. We've added new journal capabilities to the Docentric button group, focused […]
Alerts++ in D365FO Explained: Features, Improvements, and Usage
Alerts in D365FO are a standard feature that automatically notify users about important events in the system. Based on feedback from community discussions, forums, customer meetings, and our own experience, we realized that the standard alert framework has room for improvement. Step by step, we […]
Improved Attachments in D365FO
Attachments in Dynamics 365 Finance and Operations (D365FO) are a simple but powerful way to add context to records - images, documents, URLs, or notes. Everything that helps users understand what’s really going on. You might attach a scanned invoice to a purchase order, or […]
Keep D365FO Print Archive Small to Pay Less
With Microsoft’s latest license enforcement changes, storage costs in Dynamics 365 Finance & Operations (D365FO) are becoming increasingly relevant. Every gigabyte counts, and if you don’t actively monitor storage, it can silently inflate your bill. Luckily, D365FO comes with several standard cleanup jobs to keep […]
Print Customer and Project Invoices in Bulk and Batch from Invoice Journals
Printing multiple invoices in Dynamics 365 Finance and Operations (D365FO) just got easier! Whether you need to reprint a few invoices or send hundreds to a different print destination, you can now do it directly from the Invoice journal form interactively or in batch. The […]
Print Customer and Project Invoices from Invoice Journals Without Print Management
Starting with Docentric AX version 3.5.0, you can now print reports directly from common journal forms (such as the Customer invoice journal and Project invoice journals) even without using Dynamics 365 Finance and Operations (D365FO) Print Management. This article shows how to do exactly that […]
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 […]
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 […]