Tags: Attachments, D365FO, DocuSign, Electronic signature, Full Edition, Power Automate, SharePoint 
In our previous article, we showed the full signing flow in action — from printing a PO in D365FO to receiving the signed document back automatically. If you haven’t seen it yet, you can watch the walkthrough and video demo here: 👉 From Print to […]
Imagine this: your procurement team creates and confirms a purchase order (PO) in Dynamics 365 F&O (D365FO). As soon as it goes out, the clock starts: the supplier won’t reserve inventory until they’ve acknowledged the PO. Today that often means a PDF is emailed, printed, […]
An industrial tools supplier got feedback from customers that their invoices were too plain. The documents looked basic and didn’t include helpful product details. Customers wanted more than just a price list. They wanted to see the products they ordered and get a short info […]
You're sending an invoice to a customer in Germany, another to a customer in France, and a third to a customer in the United States. Each customer expects to receive an invoice with Terms and Conditions written in their own language. To meet legal requirements […]
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 […]
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 […]
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 […]
Wouldn’t it be fantastic if Dynamics 365 Finance and Operations (D365FO) included a feature to copy text to the clipboard with just a button click? We could do this in previous versions, but since the D365FO client is a web application, we can't do that […]
I recently got a question about how to send a Sales Invoice, Sales Confirmation, and Sales Packing Slip all in one email. At first, I thought it might require changing some code, but a colleague shared an easier way to do it, and it worked […]
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, […]
