Email Customer Account Statements to Contact Persons in D365FO

Introduction Emailing Customer-facing reports to Contact persons related to Customer in D365FO is not supported by standard email tokens. In this article you will learn how Docentric Advanced email tokens support this scenario without any customization. Many companies store communication email addresses on Customer Contact […]

ZUGFeRD Invoices: PDF/A‑3, CII XML, and XMP Metadata for e‑Invoice Compliance

If you work with electronic invoices in Germany or across the EU, you may already know ZUGFeRD. This article explains what ZUGFeRD is, what components it requires, and how it relates to UBL, XRechnung, and Factur-X. Learn more about ZUGFeRD and Factur-X compliance >>. Navigating […]

Configure and Generate ZUGFeRD Invoices in D365FO with Docentric

Standard D365FO does not provide out-of-the-box support for the ZUGFeRD format. Starting with Docentric AX v3.5.1, you can generate ZUGFeRD-compliant invoices by using Report attachments functionality and ZUGFeRD ER configurations. In this article, you'll learn how to configure and generate a ZUGFeRD-compliant Invoice in D365FO […]

How to Sign Documents in Power Automate Using Docentric and Docusign

In our previous article, we showed the full signing flow in action — from printing a PO in D365FO to receiving the signed document back automatically. If you haven’t seen it yet, you can watch the walkthrough and video demo here: 👉 From Print to […]

Validating ZuGFeRD and Factur-X Invoices with the Docentric e-Invoice Validator

If you generate e-invoices, you know how strict the ZuGFeRD and Factur-X standards can be. Even small issues can lead to failed validations, rejected invoices, or follow-up work you didn’t plan for. The Docentric e-Invoice Validator helps you catch issues early. You upload an e-invoice, […]

From Print to Signed: Docentric and Docusign Flow in Action

Imagine this: your procurement team creates and confirms a purchase order (PO) in Dynamics 365 F&O (D365FO). As soon as it goes out, the clock starts: the supplier won’t reserve inventory until they’ve acknowledged the PO. Today that often means a PDF is emailed, printed, […]