MS Dynamics 365 for Finance and Operations Archives

All Your D365FO Reporting Options in One Place: Introduction

Posted on June 25, 2025September 28, 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, […]

Enhance TAS Reports and Emails in D365FO with Docentric

Posted on June 24, 2025October 7, 2025 by Jovica Zivkovic

Tags: D365FO, Free Edition, Full Edition, Template design

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In this article, we show how to use Docentric AX to customize reports even from third-parties like SKsoft’s Treasury Automation Suite (TAS). SKsoft’s TAS helps you automate bank connectivity, cash management, and payment workflows, giving straight-through processing and real-time visibility across banks and formats. Customizing […]

Email D365FO Invoices and Statements with Finance Agents in Outlook

Posted on June 12, 2025September 21, 2025 by Adria Ariste Santacreu

Tags: Agents, AI, Copilot, D365FO, Full Edition, Invoice

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Finance agents (previously known as Copilot for Finance) are Microsoft’s AI-powered assistants designed to help with financial operations directly within Excel and Outlook to: Excel: Reconcile and match financial data. Outlook: Draft clear, personalized emails and seamlessly attach outstanding invoices or account statements. In this […]

Create Alert Rules for Filtered Records

Posted on May 22, 2025July 13, 2025 by Nataša Koščak Antić

Tags: Alerts, D365FO, Free Edition

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D365FO allows users to create alert rules directly from forms, and what’s interesting is that any active filter applied to the form at the time of creating the alert rule is automatically included in the rule. This means that the D365FO alert rules are implicitly […]

Use D365FO Customer Prepayment Invoice With Docentric

Posted on May 2, 2025September 21, 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, 2025September 21, 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, 2025September 21, 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 […]

Generate SSRS reports as PDF/A documents in D365FO

Posted on January 8, 2025January 19, 2025 by Albin Lotric

Tags: D365FO, Full Edition, PDF, PDF/A, SSRS

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Introduction PDF/A documents have been around since 2005. PDF/A is designed for the long-term preservation and archiving of electronic documents. D365FO supports the creation of PDF outputs from SSRS reports, but PDF/A is not supported. Fortunately, Docentric AX fills this gap by allowing you to […]