Tags: BPC, D365FO, Implementation guide 
Table of Contents 1. Business Documents Are Part of Business Processes 2. Understanding the Business Process Catalog 3. Standard Business Document Technologies in D365FO 4. Where Docentric AX Fits Docentric AX Free Edition Docentric AX Distribution Edition Docentric AX Full Edition 5. From Business Processes […]
Category: Docentric AX Full Edition (55)
Email Sales Quotation to Quotation Contact from D365FO
Introduction A Sales quotation is usually sent to the person who requested it. In Dynamics 365 Finance & Operations (D365FO), you select that person as a Contact on the Quotation header. A Contact person can have multiple email addresses, each with a different Purpose. We'll […]
Add Line Charges to Posted and Pro Forma Sales Invoices Using Electronic Reporting in D365FO
Charges such as freight and handling are often added directly to sales order lines. Although Dynamics 365 Finance includes them in the invoice total, the standard Sales Invoice report doesn't show them separately. As a result, customers cannot see how the total amount was calculated […]
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 […]
Alerts++ in D365FO Explained: Features, Improvements, and Usage
Alerts in D365FO are a standard feature that automatically notify users about important events in the system. Based on feedback from community discussions, forums, customer meetings, and our own experience, we realized that the standard alert framework has room for improvement. Step by step, we […]
How Lovable AI Helped Create the Docentric e-Invoice Validator Frontend
When we built Docentric e-Invoice Validator we wanted a web UI that made using it easy. Even though we're full-stack developers, we used AI to speed up the UI development. This is why we used Lovable AI. Lovable is an AI assistant that generates user […]
Deploying the Docentric e-Invoice Validator to IIS or Azure Container Apps
As you saw in a previous article, Docker is the fastest way to get started with the Docentric e-Invoice Validator. But Docker isn’t the only option. Depending on your environment and deployment preferences, you can also run the validator: Locally using IIS In Azure using […]