Docentric AX Full Edition

Electronic Reporting & Configurable Business Documents With Docentric Enhancements

Posted on August 6, 2023July 8, 2024 by Albin Lotric

Tags: Configurable business documents, D365FO, Electronic reporting, Full Edition, Video

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In this presentation, our expert, Albin Lotrič, first explains the basics of Electronic Reporting and Configurable Business Documents (ER/CBD). Then, the process of customizing existing ER configurations by deriving them from the original Microsoft configurations is presented. The customization includes the changes in the configurations […]

PDF/A Standard Versions and Conformance Levels

Posted on April 10, 2023April 10, 2023 by Ana Gligorijevic

Tags: D365FO, Full Edition, PDF, PDF/A

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The PDF/A standard defines specific requirements and constraints on the PDF file format to ensure that PDF/A-compliant documents are self-contained, device-independent and suitable for long-term archiving (the “A” stands for archive). These requirements include guidelines for fonts, color, metadata, transparency and other aspects of PDF […]

Designing Overflow Checks in D365FO

Posted on April 19, 2022April 25, 2022 by Albin Lotric

Tags: Check, D365FO, Full Edition, MS Word, Template design, Video

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This article describes how to design a check using Docentric AX Designer when the check transactions span multiple pages, making it so-called overflow checks. Let us say our goal for today is to design a check that will be placed in the middle of the […]

Performance Considerations: SSRS, CBD and Docentric

Posted on October 20, 2021January 16, 2022 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Full Edition, Performance, SSRS

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Before discussing performance of report execution and draw a comparison between Docentric, SSRS and CBD (Configurable Business Documents aka Electronic Reporting Business Documents) reporting solutions, let’s first briefly explain their architecture and how they relate to each other. SSRS, CBD and Docentric execution pipeline Docentric […]

Designing Checks as Easy as It Gets in D365FO

Posted on August 15, 2021October 20, 2021 by Albin Lotric

Tags: Check, D365FO, Full Edition, MS Word, Template design, Video

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Many D365FO users in the US and Canada know how difficult designing and printing checks can be. Out-of-the-box support for checks in SSRS is limited to a few basic setup options, some of which affect the print layout. In most cases, some design changes are […]

Prevent your checks from printing on the wrong printer in D365FO

Posted on June 23, 2021June 23, 2021 by Jure Suklje

Tags: Check, D365FO, Free Edition, Printing

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According to Dynamics 365 Application Ideas, the ability to restrict access to network printers is a very popular idea. Starting from version 3.4.0, Docentric AX Free Edition supports report- and user-based security for network printers. In other words, you can configure which reports can be […]

Email Invoice and T&Cs with Electronic Signature in D365FO

Posted on June 1, 2021August 7, 2022 by Slobodan Vucicevic

Tags: Attachments, D365FO, Electronic signature, Emailing, Full Edition, Invoice, X++

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Docentric gives you the ability to generate electronically signed reports from D365FO. But what if you email your reports and use another feature provided by Docentric, sending the additional report attachments? The report document will be electronically signed, but the additional attachments won’t. What should […]

Email Electronically Signed D365FO ER Project Invoice With Expenses Attachments

Posted on May 17, 2021July 6, 2021 by Sanja Kolundzija

Tags: Attachments, D365FO, Electronic reporting, Electronic signature, Full Edition, Invoice, Video

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D365FO project invoices are usually emailed to clients. In the case of Time and Material (T&M) projects, we register the expenses on a project, so that we can cross-charge them to our client. A common requirement is to email the receipts of project invoice expenses […]

Save D365FO reports to SharePoint with metadata fields

Posted on April 29, 2021May 25, 2021 by Jernej Valic

Tags: Full Edition, Print destinations, SharePoint, Video

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Save reports to SharePoint with Metadata

In addition to system columns such as Modify and Modify By, SharePoint document libraries enable configuring additional columns, which are usually used for document metadata, e.g. Document ID and Account Number. These metadata fields can then be used for document search and filtering on SharePoint, […]

Create Invoices with Electronic Signature in D365FO

Posted on February 8, 2021February 28, 2021 by Vilko Jenko

Tags: Certificates, D365FO, Electronic signature, Full Edition, PDF, Video

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With D365FO and Docentric, you can add electronic signatures to PDF documents generated by both SSRS and Docentric rendering engines. Certificates used for PDF signing can be stored in Azure Key Vault or D365FO database. Appearance of electronic signatures on signed PDF documents can be […]