Tags: D365FO, Email sending status, Email templates, Emailing, Free Edition, Workflow 
In our previous article, we explained how to configure and design email notifications for the Purchase requisition review workflow. Using Docentric improvements, you can design Email templates used for workflow notifications in the advanced email body editor with placeholders. But there is more – you […]
If you need to generate a SSRS report as a byte array, you can use a utility X++ class we created for some custom scenarios such as sending Sales and Project invoice in the single email to the corresponding customer. We will explain this particular […]
In the previous article, we explained a utility class that helps you generate SSRS and Docentric reports from X++ in memory instead of distributing them to a print destination such as Email or File. Using the same helper class, DocSrsReportGenerator, we will now demonstrate how […]
UPDATE TO THIS ARTICLE From Docentric version 3.4.3, saving reports to configurable Azure file shares is supported. You can mount an Azure file share as a network drive and this way enable routing from D365FO in the cloud to your local network. Docentric introduces a […]
If you check your options with SSRS print management, you will see that they are pretty modest. You can view or print reports, and do some basic emailing and archiving. For example, reports are emailed without the email body and archived with no metadata. Not […]
You can print particular reports such as invoices and collection letters to Attachments of the corresponding journals only by using the e-Invoice attachment option settable on the customer card in Dynamics 365 for Finance and Operations. But what if you want to save an invoice […]
Let’s say that we want to print purchase orders with all corresponding product specifications appended at the end of output document generated in PDF format. We will assume that product specifications are PDF documents stored as Attachments (Document management) of built-in Products in D365FO. In […]
This article describes, how you can save your reports, generated in D365FO, to SharePoint. Docentric Free Edition has greatly improved the File print destination, and saving to SharePoint is one of its useful features. Our scenario will cover saving generated purchase orders to a specific […]
In the previous article, Are you ready to collect more of your money?, we described how we can improve the dunning process, but now we want to focus on the technical part. The article shows you how you can add the functionality of printing and […]
Microsoft Dynamics 365 for Finance and Operations offers a robust credit and collections management functionality that enables you to manage the entire collection process – right from generating customer account statements, to being informed of balances as and when due, getting notifications on when collection […]
