Docentric AX Full Edition

Microsoft Enhances Security and Restricts Access to D365FO Azure Storage

Posted on February 2, 2025November 11, 2025 by Adria Ariste Santacreu

Tags: Azure Blob storage, Azure Files, Azure storage, D365FO, Free Edition, Full Edition

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Starting with version 10.0.41, Microsoft is introducing managed identity Entra ID authentication to enhance security for accessing internal D365FO Azure storage, replacing the previously used Azure storage account key-based authentication. Impact on D365FO Denied access to internal Azure Files within D365FO. Supported access to internal […]

Generate SSRS reports as PDF/A documents in D365FO

Posted on January 8, 2025January 19, 2025 by Albin Lotric

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

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Introduction PDF/A documents have been around since 2005. PDF/A is designed for the long-term preservation and archiving of electronic documents. D365FO supports the creation of PDF outputs from SSRS reports, but PDF/A is not supported. Fortunately, Docentric AX fills this gap by allowing you to […]

Send Sales Invoice, Sales Confirmation and Sales Packing Slip in a Single Email

Posted on November 16, 2024February 12, 2026 by Amir Omanović

Tags: Attachments, D365FO, Emailing, Full Edition, Invoice, Print management

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I recently got a question about how to send a Sales Invoice, Sales Confirmation, and Sales Packing Slip all in one email. At first, I thought it might require changing some code, but a colleague shared an easier way to do it, and it worked […]

Delete all Redundant D365FO Print Management Overrides

Posted on September 24, 2024July 13, 2025 by Sanja Kolundzija

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

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Are you using D365FO Print management overrides? There are situations where it is justified, for example, if you need to use different Project invoice report formats for different clients. There are also situations where companies misuse the Print management overrides, for example, in combination with […]

Tabular View, Advanced Search and Update in Bulk of D365FO Print Management Settings

Posted on September 23, 2024July 13, 2025 by Sanja Kolundzija

Tags: D365FO, Free Edition, Full Edition, Print destinations, Print management, Print management utilities, Video

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So, you have mastered the D365FO Print Management, but you find it annoying that the settings are accessible one by one, instead in a convenient tabular view? It is a common configuration to have one Default and multiple Conditional setting, and perhaps also some Copy […]

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, 2021October 8, 2026 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 […]