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All Your D365FO Reporting Options in One Place: Docentric AX vs. ER

Posted on June 25, 2025July 19, 2025 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Dynamics 365, Electronic reporting, Full Edition, Print destinations, Print management, Template design, Video

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In this part of the All your D365FO Reporting options in one place series, we compare Docentric AX to Electronic Reporting (ER) across 5 core reporting elements: Data Source, Format Design, Document Generation, Document Distribution, Configuration & Management. In the introduction video, we outline how […]

All Your D365FO Reporting Options in One Place: ER/CBD

Posted on June 25, 2025July 19, 2025 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Electronic reporting, Print destinations, Print management, Video

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In this article, part of our series All your D365FO Reporting options in one place, we take a closer look at Electronic Reporting (ER) and Configurable Business Documents (CBD) — D365FO feature that allows users to design, customize, and maintain business documents without code changes […]

All Your D365FO Reporting Options in One Place: SSRS

Posted on June 25, 2025July 19, 2025 by Sanja Kolundzija

Tags: D365FO, Print destinations, Print management, SSRS, Video

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Continuing our series All your D365FO Reporting options in one place, in this article we explore SSRS – the default reporting framework in D365FO. SSRS Solution Overview We will start with an overview of SSRS (SQL Server Reporting Services), which is a standard Microsoft solution […]

All Your D365FO Reporting Options in One Place: Introduction

Posted on June 25, 2025July 19, 2025 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Electronic reporting, SSRS, Video

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In our new video article series, All your D365FO Reporting options in one place, we explore available reporting options in Dynamics 365 for Finance and Operations (D365FO). In this five-part series, we break down the various possibilities you have when it comes to designing, generating, […]

Use D365FO Customer Prepayment Invoice With Docentric

Posted on May 2, 2025July 17, 2025 by Sanja Kolundzija

Tags: D365FO, Full Edition, Invoice, SSRS

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With D365FO ver. 10.0.41 Microsoft introduced support for Customer prepayment invoice as a preview feature. It is implemented as an ER report, meaning that when a report is triggered from the Prepayment invoice form, it invokes an ER format configuration, which in turn invokes the […]

Form Setup Explained

Posted on April 1, 2025July 13, 2025 by Dalila Isanovic

Tags: D365FO, Print management, SSRS

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This guide lists the most commonly used Form setup settings for the Accounts payable, Accounts receivable, Procurement and sourcing and Project management and accounting modules and how they affect the report data. It is meant to be used as a reference for both Docentric template […]

Form Notes and Footer Text Explained

Posted on April 1, 2025July 13, 2025 by Dalila Isanovic

Tags: D365FO, Print management, SSRS

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This article explores how Notes and the Print Management Footer text configuration result in the report output. Form notes What Notes are going to be in the report’s output depends on two things – Form notes and Document management attachments to documents. To illustrate this, […]

How to Access D365FO Azure Storage When EnableSharingOfValidStorageConnectionString Flight Is Disabled

Posted on February 7, 2025February 12, 2025 by Miha Vuk

Tags: Azure Blob storage, Azure storage, D365FO

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Microsoft Dynamics 365 Finance and Operations (D365FO) uses an internal Azure Storage account as the default storage for various standard functionalities like: Attachments Document templates File download Printing via DRA etc. It can also be used from custom code wherever it needs some file storage […]

Microsoft Enhances Security and Restricts Access to D365FO Azure Storage

Posted on February 2, 2025August 3, 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 […]

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

Posted on November 16, 2024December 30, 2024 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 […]