Video #MySummitNA 2022: Top 7 D365FO Reporting Challenges You Can Solve Only with Docentric

Design your reports in MS Word while using Electronic Reporting configurations as data sources, electronically sign and email reports or save them to various storage types - those are just some of the topics that will be covered in this session packed with live demos. […]

Video DynamicsCon 2022: Print Reports from D365FO to Local Network via Azure Files

When printing the reports from D365FO in the cloud, many business scenarios require routing the created documents to the local file system. Unfortunately, standard D365FO doesn’t provide this possibility, resulting in difficult access to the printed documents, as well as problems with legacy integrations via […]

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 […]