Create Invoices with Product Images and Specifications Using ER in D365FO

An industrial tools supplier got feedback from customers that their invoices were too plain. The documents looked basic and didn’t include helpful product details. Customers wanted more than just a price list. They wanted to see the products they ordered and get a short info […]

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 […]

Email D365FO Invoices and Statements with Finance Agents in Outlook

Finance agents (previously known as Copilot for Finance) are Microsoft’s AI-powered assistants designed to help with financial operations directly within Excel and Outlook to: Excel: Reconcile and match financial data. Outlook: Draft clear, personalized emails and seamlessly attach outstanding invoices or account statements. In this […]

Microsoft Enhances Security and Restricts Access to D365FO Azure Storage

Starting with version 10.0.41, Microsoft is introducing managed identity Entra ID authentication to enhance security for accessing internal D365FO Azure storage, replacing the previously used Azure storage account key-based authentication. Impact on D365FO Denied access to internal Azure Files within D365FO. Supported access to internal […]

Video Delete all Redundant D365FO Print Management Overrides

Are you using D365FO Print management overrides? There are situations where it is justified, for example, if you need to use different Project invoice report formats for different clients. There are also situations where companies misuse the Print management overrides, for example, in combination with […]

Video Tabular View, Advanced Search and Update in Bulk of D365FO Print Management Settings

So, you have mastered the D365FO Print Management, but you find it annoying that the settings are accessible one by one, instead in a convenient tabular view? It is a common configuration to have one Default and multiple Conditional setting, and perhaps also some Copy […]