Back in the days, when Microsoft has introduced Dynamics 365 for Finance and Operations, one of the missing functionalities were alerts. It took some time for Microsoft to re-implement alerts in D365FO, which happened in 2018 with version 8.0. However, the new standard alert functionality […]
By using this free solution, you will be able to send multiple customer invoices in a single email. You can include Sales and Free text invoices, Project invoices or both. You can also choose to send only Open invoices. Invoices for emailing can be selected […]
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 👍. Improved Alert emails features: Use Email templates for Alert emails. In Email […]
This article will show you how to print your reports from D365FO to Microsoft Teams and notify all the team members about the new document. To be more specific, we will use a simple scenario for a Project team. Project management can be a challenging […]
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 […]
User-based security for network 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 […]
Configure your favorite printers in D365FO
If you work in a company with hundreds or even thousands of network printers, it is certainly difficult to choose the right one when printing documents from D365FO. To address this issue, we introduced User default printers that can be configured per company, user group or […]
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 […]
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 […]
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 […]
Tags: Alerts, D365FO, Email templates, Free Edition, X++ 