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SysLastValue is a handy framework in Dynamics 365 for Finance and Operations (D365FO). It saves the values you enter in forms for the current user within the current company so that the next time you open the form, your previous entries are already there. Originally […]
When you access customer or vendor details in Dynamics 365 for Finance and Operations (D365FO), their addresses are listed like this: “456 Peach Road, San Diego, CA 92114, USA”. This is great if you're familiar with San Diego, but if you're in Europe, for example, […]
Keeping customers updated on their unpaid invoices is key for timely payments and maintaining healthy relationships 😀. In Dynamics 365 for Finance and Operations (D365FO), the standard Customer account statement report helps by showing both settled and unsettled payments. Usually, these statements are emailed to […]
In your daily operations, you certainly want to avoid all errors, and if they do occur, you want to be informed promptly and precisely and solve the errors as soon as possible. When working with periodic batch jobs with standard D365FO, you often run into […]
Some time ago, we wrote an article on how to merge PDF product specifications to printed Purchase orders. Read the article >> The solution presented in the above article is based on capability to merge PDF documents using Docentric Free Edition utilities. It enables you […]
How often did you find yourself in a situation when you created a Dynamics 365 Finance and Operations customization and wanted to create a logic which can respond to changes or notifies your change to future extensions of your code? By using delegates and event […]
If you need to generate a SSRS report as a byte array, you can use a utility X++ class DocSrsReportGenerator, which is delivered with Docentric Free Edition. Learn more >> However, this class cannot be used for proforma scenario. Printing Sales invoice proforma can be […]
Back in the days, when Microsoft has introduced Dynamics 365 for Finance and Operations, one of the missing functionalities were alerts. It took some time for Microsoft to re-implement alerts in D365FO, which happened in 2018 with version 8.0. However, the new standard alert functionality […]
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 […]
Docentric gives you the ability to generate electronically signed reports from D365FO. But what if you email your reports and use another feature provided by Docentric, sending the additional report attachments? The report document will be electronically signed, but the additional attachments won’t. What should […]
Tags: D365FO, Free Edition, SysLastValue, X++ 