MS Dynamics 365 for Finance and Operations Archives

Use Multilingual Email Templates When Emailing Invoices in D365FO

Posted on February 2, 2021October 12, 2021 by Jernej Valic

Tags: D365FO, Emailing, Full Edition, Print management, Report Email templates, Video

2 comments

Do you email invoices from D365FO to customers in multiple languages? Do you find it a bit cumbersome to set up multiple Print management settings for different languages? So far, you were able to use D365FO labels and Docentric User-defined labels in all print settings, […]

Send Sales Order Confirmation Emails with Item Attachments

Posted on February 1, 2021February 8, 2021 by Albin Lotric

Tags: Attachments, D365FO, Emailing, Full Edition, PDF, Video

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One of the frequent business requirements for emailing public facing documents, like purchase orders, sales order confirmations, invoices, etc., is adding additional attachments to the outgoing D365FO emails. As you will see, Docentric offers strong support for this functionality. You will find a flexible rule-based […]

Print Management Setup for All Modules in One Place

Posted on January 29, 2021October 29, 2023 by Albin Lotric

Tags: D365FO, Free Edition, Print management, Video

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In Docentric AX 3.3.9 version, we redesigned the Docentric AX workspace to be better organized but also to offer a quick access to Print management setup for all modules in one place. The new Print management form part in the Docentric AX workspace also contains […]

Email testing in UAT environments

Posted on December 14, 2020August 3, 2025 by Jovica Zivkovic

Tags: Azure storage, D365FO, Emailing, smtp4dev

4 comments

UAT environments are used for User acceptance testing (UAT) and usually operate with the production data, i.e. with the database copied from the production environment. Consequently, all email addresses from Global address book and email print settings from Print management setup are copied from the […]

Troubleshooting techniques for solving emailing issues in D365FO

Posted on December 5, 2020February 6, 2022 by Jovica Zivkovic

Tags: D365FO, Email distributor batch, Email sending status, Emailing, Exchange, Free Edition, SMTP

3 comments

In this article, we will explain how to troubleshoot emailing issues in D365FO. We will focus on troubleshooting issues you might encounter when emailing reports using Docentric Email print destination, or when sending outgoing email messages from Batch email sending status via Docentric email distributor […]

Print Management Preview

Posted on November 5, 2020November 6, 2023 by Jernej Valic

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

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When previewing Print management reports such as Project invoice and Purchase order through Original preview and Copy preview on journals, the result are documents generated using the DEFAULT report design. This is simply because Original preview and Copy preview work without considering Print management setup. […]

Using Business Events and Azure Event Grid to Automate Report Distribution in D365FO

Posted on September 19, 2020October 20, 2021 by Miha Vuk

Tags: Azure Blob storage, Azure Event Grid, D365FO, Free Edition, Print destinations, Video

One comment

Automation of report distribution to an external system can be a challenge. For example, you might want to publish generated invoices on your customer portal or send them to the customer’s ERP system. In this session, you will learn how to implement a robust and […]

Preview Project Invoices Using Print Management in D365FO

Posted on September 10, 2020October 31, 2022 by Jernej Valic

Tags: D365FO, Free Edition, Invoice, Print management

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You can print reports such as Project invoice using Print management when posting a sales order, or, when the document is already posted, from the invoice journal. What happens if there are multiple SSRS report designs (aka formats) for the same report? When printing using […]

Use SMTP4DEV for testing emails without sending in D365FO

Posted on August 27, 2020January 20, 2021 by Jovica Zivkovic

Tags: D365FO, Emailing, Print destinations, smtp4dev

11 comments

Testing email functionality in Dynamics 365 for Finance and Operation takes time and might not be so fun. There is an overwhelming number of email testing scenarios. Imagine that you are testing emailing of invoices or collection letters in D365FO that is constantly filling up […]

Customize document properties of invoices generated as PDFs in D365FO

Posted on August 12, 2020August 13, 2020 by Ana Gligorijevic

Tags: D365FO, Full Edition, Invoice, PDF, Placeholders

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We're all probably receiving invoices from various providers and vendors in our email inbox on a regular basis. Have you ever checked the document properties of the attached PDF documents? You might have seen something like this: However, when you print an invoice from D365FO […]