Docentric AX Full Edition

Use Multilingual Email Templates When Emailing Invoices in D365FO

Posted on February 2, 2021October 12, 2021 by Jernej Valic

Tags: D365FO, Emailing, Full Edition, Print management, Report Email templates, Video

2 comments

Do you email invoices from D365FO to customers in multiple languages? Do you find it a bit cumbersome to set up multiple Print management settings for different languages? So far, you were able to use D365FO labels and Docentric User-defined labels in all print settings, […]

Send Sales Order Confirmation Emails with Item Attachments

Posted on February 1, 2021February 8, 2021 by Albin Lotric

Tags: Attachments, D365FO, Emailing, Full Edition, PDF, Video

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One of the frequent business requirements for emailing public facing documents, like purchase orders, sales order confirmations, invoices, etc., is adding additional attachments to the outgoing D365FO emails. As you will see, Docentric offers strong support for this functionality. You will find a flexible rule-based […]

Print Management Preview

Posted on November 5, 2020November 6, 2023 by Jernej Valic

Tags: D365FO, Full Edition, Invoice, Print management, Video

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When previewing Print management reports such as Project invoice and Purchase order through Original preview and Copy preview on journals, the result are documents generated using the DEFAULT report design. This is simply because Original preview and Copy preview work without considering Print management setup. […]

Customize document properties of invoices generated as PDFs in D365FO

Posted on August 12, 2020August 13, 2020 by Ana Gligorijevic

Tags: D365FO, Full Edition, Invoice, PDF, Placeholders

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We're all probably receiving invoices from various providers and vendors in our email inbox on a regular basis. Have you ever checked the document properties of the attached PDF documents? You might have seen something like this: However, when you print an invoice from D365FO […]

Add Charges to Sales Invoice Lines through ER

Posted on July 17, 2020March 28, 2023 by Sanja Kolundzija

Tags: Charges, D365FO, Electronic reporting, Full Edition, Invoice

4 comments

In the standard D365FO Electronic Reporting (ER) report for Sales Invoice, line charges are given as a summary value, but it is a common requirement to print the detailed line charges specification. This article will guide you through the steps you need to perform to […]

Convert SSRS Check to ER Business Document

Posted on July 2, 2020August 7, 2022 by Sanja Kolundzija

Tags: Check, D365FO, Electronic reporting, Full Edition, Video

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Out of around 1.000 SSRS reports in D365FO, Electronic Reporting Business Documents (aka Configurable Business Documents) can be applied only to around 50 Print Management reports. What about the non-Print Management reports? It is true that you can develop ER models, model mappings and formats […]

Email invoices secured with passwords in D365FO

Posted on June 29, 2020January 19, 2025 by Ana Gligorijevic

Tags: D365FO, Emailing, Full Edition, Invoice, PDF, PDF encryption, SSRS

2 comments

In Dynamics 365 for Finance and Operations you can automatically generate and email invoices to your customers. What if there is a demand to secure the emailed invoices with passwords, for example the customer VAT number? D365FO doesn’t offer such a possibility OOTB, but fortunately […]

Printing reports with custom fonts in self-service deployment environments

Posted on May 21, 2020January 24, 2021 by Klemen Novak

Tags: Custom fonts, D365FO, Full Edition, MS Word, PDF, Template design

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Are you having problems with custom fonts when you generate, print, send, or archive reports in Dynamics 365 for Finance and Operations self-service deployment environments? If this is the case, we have a new exciting feature for you. But before we dig into how Docentric […]

Email Purchase Order with Terms and Conditions in D365FO

Posted on September 15, 2019October 23, 2019 by Albin Lotric

Tags: Attachments, D365FO, Emailing, Full Edition, Print destinations

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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). […]

Create a new custom report in D365FO using Docentric

Posted on September 9, 2019August 7, 2022 by Ana Gligorijevic

Tags: D365FO, Full Edition, SSRS, Template design

8 comments

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 […]