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Advanced Reporting for Dynamics 365 for Finance and Operations
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    Category: POCs and Custom Solutions (17)

    Send Sales and Project invoice in the single email in D365FO

    posted on Posted on July 13, 2020August 7, 2022 by Ana Gligorijevic

    comments Tags: D365FO, DSP class, Emailing, Free Edition, Invoice
    tags No comments

    In the previous article, we explained a utility class that helps you generate SSRS and Docentric reports from X++ in memory instead of distributing them to a print destination such as Email or File. Using the same helper class, DocSrsReportGenerator, we will now demonstrate how […]

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    Video Convert SSRS Check to ER Business Document

    posted on Posted on July 2, 2020August 7, 2022 by Sanja Kolundzija

    comments Tags: Check, D365FO, Electronic reporting, Full Edition, Video
    tags No comments

    Out of around 1.000 SSRS reports in D365FO, Electronic Reporting Business Documents (aka Configurable Business Documents) can be applied only to around 50 Print Management reports. What about the non-Print Management reports? It is true that you can develop ER models, model mappings and formats […]

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    Append PDF Product Specifications to Printed Purchase Orders in D365FO

    posted on Posted on April 15, 2020August 7, 2022 by Albin Lotric

    comments Tags: Attachments, D365FO, Free Edition, PDF
    tags 11 comments

    Let’s say that we want to print purchase orders with all corresponding product specifications appended at the end of output document generated in PDF format. We will assume that product specifications are PDF documents stored as Attachments (Document management) of built-in Products in D365FO. In […]

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    Send Collection Letters with Overdue Invoices in D365FO

    posted on Posted on March 20, 2020August 7, 2022 by Klemen Novak

    comments Tags: Collection letter, D365FO, Dunning, Emailing, Free Edition, Invoice
    tags One comment

    In the previous article, Are you ready to collect more of your money?, we described how we can improve the dunning process, but now we want to focus on the technical part. The article shows you how you can add the functionality of printing and […]

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    Create a new custom report in D365FO using Docentric

    posted on Posted on September 9, 2019August 7, 2022 by Ana Gligorijevic

    comments Tags: D365FO, Full Edition, SSRS, Template design
    tags 6 comments

    In this article we will explain how to develop a new custom report from scratch in Dynamics 365 for Finance and Operations using Docentric. Requirements for the new report Let’s say that we want to develop a new report that will show the data from […]

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    Create a new custom SSRS report in D365FO

    posted on Posted on September 9, 2019August 7, 2022 by Ana Gligorijevic

    comments Tags: D365FO, SSRS
    tags 11 comments

    In this article we will explain how to develop a new custom SSRS report from scratch using Report Data Provider (RDP) approach in Dynamics 365 for Finance and Operations. Requirements for the new report Let’s say that we want to develop a new report that […]

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    Improved Email Templates – Creating Email Body with Dynamic Table

    posted on Posted on November 17, 2017March 14, 2023 by Boza Lotric

    comments Tags: D365FO, Email templates, Free Edition
    tags 7 comments

    In D365FO you can set up Email templates for sending email notifications for Retail orders, workflows, alerts, etc. With Docentric AX Free Edition you can: use an advanced HTML editor to format email bodies within D365FO, pick a placeholder from a list of available placeholders […]

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      Latest posts

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      • #MySummitNA 2022: Top 7 D365FO Reporting Challenges You Can Solve Only with Docentric
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      • Generate Sales Invoice Proforma as Byte Array
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