Video Improved Alert Email Notifications in D365FO

In this video article, we will demonstrate how Alert email notifications in D365FO are improved by Docentric. The best part? It’s completely free! Download Free Edition and try it out right away ūüĎć. Improved Alert emails features: Use Email templates for Alert emails. In Email […]

Use Multiple Gmail Accounts for Sending Emails from D365FO

We have noticed that many organizations who use D365FO would like to send the reports from various Gmail accounts (e.g. sales, accounting, procurement, human resources) to their customers, vendors or employees. Unfortunately, D365FO enables you to create only one SMTP account, and Gmail does not […]

Video User-based security for network printers in D365FO

User Allowed Printers in D365FO
User Allowed Printers in D365FO

While previous Docentric versions supported report-based security for network printers in D365FO, called¬†Report restricted printers, with¬†version 3.4.0¬†we introduced user-based security for network printers. This feature is called User allowed printers¬†and enables administrators to configure which printers are allowed for which users. This can come in […]

Sending multiple customer invoices in a single email without billing period in D365FO

IMPORTANT NOTE The Docentric Emailing Multiple Invoices (DEMI) solution has been greatly improved comparing to the solution described in this article. Learn more >> Does it happen in your type of business that some customers have multiple sales orders in short period of time, for […]

Import/Export Container Data Fields Using D365FO Data Management

If you are reading this article, it is probably because you have faced the import/export issue with table fields of type container when using the D365FO Data Management framework. As you have probably noticed, a D365FO data entity container field is by default simply skipped […]

Video Configure Invoice Email Settings Faster by Using Email Body Snippets

In this video, we will demonstrate how¬†Email templates¬†from¬†Docentric report setup¬†can be used as snippets when configuring the email body for the¬†Sales invoice¬†report. Email templates are designed using the same rich HTML editor and placeholders, and can be configured per report and company but also per […]

Generate Configurable Business Document as Byte Array

In this article, we will show you how to generate¬†Customer account statement, which is a¬†Configurable business document, as a byte array in both original (Excel/Word) and PDF format. Configurable business documents¬†sit on top of SSRS and cannot be generated outside the SSRS report execution pipeline, […]