In this article, we will explain how to set up the emailing process of purchase orders using Docentric to achieve the following scenario. We want our outgoing emails, which are automatically generated by D365FO, to have an additional document attached – Terms and Conditions (T&Cs). Furthermore, instead of sending out these emails with the attached […]
Category: Docentric AX Full Edition
Create a new custom report in D365FO using Docentric
In this article we will explain how to develop a new custom report from scratch in Dynamics 365 for Finance and Operations using Docentric. Requirements for the new report Let’s say that we want to develop a new report that will show the data from a selected sales agreement but instead of using the existing […]
Using Financial dimensions in Print management in D365FO
Just recently I’ve been asked how to set up Print management to enable selection of different Free text invoice designs based on the information found in Financial dimensions. Print management setup doesn’t offer you dimensions data on the Invoice journal table, which is available on this setup by default. If I could find a way […]
Email an invoice with additional attachments from D365FO
This article describes a setup-based solution for emailing reports with additional attachments from D365FO. We will show a step-by-step configuration which enables you to email an invoice with Terms & Conditions and product specification as additional attachments from D365FO. Before writing this post, I tried to find other articles on similar topic, in particular: how […]
Improved Configurable Business Documents
In our previous article we analyzed Configurable Business Documents announced on Microsoft Business Application Summit in Jun 2019, with general availability in October 2019. Configurable Business Documents are intended to empower end-users and functional consultants to customize business documents such as invoices and orders in terms of design and data sources directly from within Dynamics […]
Add dynamic watermark to your reports in D365FO
Docentric AX allows adding a fixed watermark (e.g. ‘COPY’) to your reports such as Check or Customer invoice, but you can also add a dynamic watermark as we will describe in this article. In our case, we will use a template for Customer invoice and make Invoice number show up as the watermark. Limitations Because […]
Append Terms and Conditions to printed Purchase orders or Invoices in D365FO
Often there is a need to append Terms and Conditions (T&C) to a printed purchase order or invoice in Dynamics 365 for Finance and Operations. Instead of printing them as the last pages of a generated document, you can also email T&C along the printed purchase order or invoice. While our reporting add-on for D365FO […]
Deep links (aka drill-through links) in SSRS reports in Dynamics 365 for Finance and Operations
You can enable deep links (aka drill-through links) in SSRS reports in Dynamics 365 for Finance and Operations by setting the Action property on the wanted textbox to Go to URL and then to specify the expression for URL using the following utility method:
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=Microsoft.Dynamics.Framework.Reports.BuiltInMethods.GenerateDrillThroughLink( Parameters!AX_ReportContext.Value, Parameters!AX_UserContext.Value, "[MenuItemName]", "[MenuItemType]", "[TableName]", "{Arguments}") |
You can read about this in more detail in this […]
Display images on SSRS reports in Dynamics 365 for Finance and Operations
There are scenarios which require to print images on SSRS reports in Dynamics 365 for Finance and Operations. How you will achieve this depends on where the images are stored. Let’s say that you need to display product images on the Sales Order Confirmation or Sales Quotation report, to make it look more appealing. In […]
Printing reports with custom fonts in Dynamics 365 for Finance and Operations
In this article we will explain how to use custom fonts in Dynamics 365 for Finance and Operations reports when printing them on physical printers. By “custom fonts” we mean fonts that are not installed in a D365FO environment. Printing using Document Routing Technically speaking, printing process in D365FO is a bit more complicated, at […]
