Tags: D365FO, Email templates, Emailing, Free Edition, Invoice, Print destinations 
Using this free solution, you will be able to email multiple customer invoices in a single email. You can include Sales and Free text invoices, Project invoices or both. You can also choose to send only Open invoices! Invoices for emailing can be selected by […]
We have noticed that many organizations who use D365FO would like to send the reports from various Gmail accounts (e.g. sales, accounting, procurement, human resources) to their customers, vendors or employees. Unfortunately, D365FO enables you to create only one SMTP account, and Gmail does not […]
Recently, we were faced with the challenge of checking what our D365FO environment was sending and receiving over HTTPS protocol on the Internet and why the integration with external services such as Microsoft Office or SharePoint Online was not working. In order to solve the […]
IMPORTANT NOTE The Docentric Emailing Multiple Invoices (DEMI) solution has been greatly improved comparing to the solution described in this article. Learn more >> Does it happen in your type of business that some customers have multiple sales orders in short period of time, for […]
If you are reading this article, it is probably because you have faced the import/export issue with table fields of type container when using the D365FO Data Management framework. As you have probably noticed, a D365FO data entity container field is by default simply skipped […]
What Is Azure Key Vault and How To Use It in D365FO
Azure Key Vault is a secure centralized store for all your certificates, keys, passwords and other credentials that you can use from a D365FO environment. In this session, we will explain what certificates, keys and secrets are, and how to create, configure and manage them […]
When a report is printed to a network printer in Dynamics 365 for Finance and Operations, it is first generated as a collection of EMF images, i.e. pages and stored in Azure Blob storage. Print job settings are stored together with the printing pages. A […]
In this article, we will show you how to generate Customer account statement, which is a Configurable business document, as a byte array in both original (Excel/Word) and PDF format. Configurable business documents sit on top of SSRS and cannot be generated outside the SSRS report execution pipeline, […]
In this article, we will show you how to generate an Electronic reporting format in its original file format as a byte array. If this original file format is Excel or Word, you will be able to print the ER Format to memory in PDF format as well. One would […]
ER Formats can be run via eInvoicing, Print management (Configurable business documents) or as standalone reports. Standalone ER Formats are those which can be printed via dedicated report menu items. No matter how ER Formats are executed, if there is no destination configured or set […]
