General - Page 2 of 6 - Docentric AX

Electronic Reporting & Business Documents for Beginners in D365FO

Posted on October 16, 2021November 23, 2021 by Albin Lotric

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

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Many of you have probably heard of Electronic Reporting and (Configurable) Business Documents. It allows you to customize the report data model without development by choosing what data to include and how to map it to the data sources. It also allows you to design […]

Docentric Emailing Multiple Invoices

Posted on September 15, 2021January 15, 2023 by Goran Arsovski

Tags: D365FO, Email distributor batch, Email templates, Emailing, Free Edition, Invoice, Print destinations

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By using this free solution, you will be able to send 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 […]

Use Multiple Gmail Accounts for Sending Emails from D365FO

Posted on June 15, 2021November 8, 2022 by Klemen Novak

Tags: D365FO, Emailing, Free Edition, Gmail, Print destinations, SMTP

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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 […]

Trace HTTPS Requests and Responses in D365FO

Posted on May 28, 2021July 1, 2022 by Klemen Novak

Tags: Configurable business documents, D365FO, Electronic reporting, Fiddler, Free Edition, HTTPS, Invoice

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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 […]

Sending multiple customer invoices in a single email without billing period in D365FO

Posted on April 18, 2021October 11, 2021 by Sanja Kolundzija

Tags: D365FO, Email templates, Emailing, Free Edition, Invoice, Print destinations

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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 […]

Import/Export Container Data Fields Using D365FO Data Management

Posted on April 2, 2021April 12, 2021 by Slobodan Vucicevic

Tags: D365FO, Data entity, Electronic signature, Email templates, Free Edition, Print management

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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

Posted on March 26, 2021December 9, 2022 by Miha Vuk

Tags: Azure Key Vault, Certificates, D365FO, eInvoice, Electronic signature, Video

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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 […]

Reduce the Delay When Printing via Document Routing Agent

Posted on March 10, 2021November 8, 2021 by Klemen Novak

Tags: D365FO, DRA, Performance, Printing

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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 […]

Generate Configurable Business Document as Byte Array

Posted on February 27, 2021August 7, 2022 by Jovica Zivkovic

Tags: Configurable business documents, D365FO, Electronic reporting, Free Edition, X++

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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, […]

Generate Electronic Reporting Format as Byte Array

Posted on February 19, 2021February 22, 2021 by Vilko Jenko

Tags: D365FO, Electronic reporting, Free Edition, X++

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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 […]