Video DynamicsCon 2021: Print Reports to SharePoint with Structured Metadata

SharePoint supports storing documents with metadata such as Account and Document ID, used for document search, integrations, archiving and workflows. It’s a pity that we cannot print reports to SharePoint with metadata from D365FO, right? Wait, with Docentric we can? Yes, and there is more: […]

Video Electronic Reporting & Business Documents for Beginners in D365FO

Many of you have probably heard of Electronic Reporting and (Configurable) Business Documents. It allows you to customize the report data model without development by choosing what data to include and how to map it to the data sources. It also allows you to design […]

Version 3.x Change Log

Version 3.4.2 Change Log Release date: 2021-10-15 NEW FEATURES General: – Apart from SharePoint integration user for template management and saving reports, two additional SharePoint authorization types are now supported: Online and On-premises. – Added Encryption algorithm to PDF password setup. Improved PDF encryption: Added […]

Video DynamicsCon 2021: Sign Your Invoices Digitally in Dynamics 365 With Docentric

By signing your documents with digital certificates, you will prevent tampering and comply with regulations. It doesn’t matter if you created your documents with Docentric or not – you can sign any SSRS or ER document too. Join our session and see the complete reporting […]