Convert SSRS Check to ER Business Document
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 […]
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 […]
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 […]
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). […]
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 […]
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 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 […]
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 […]
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 […]
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 […]
Tags: Check, D365FO, Electronic reporting, Full Edition, Video 