Alerts++ in Dynamics 365 Finance & Operations
Alerts were one of the most wanted missing functionalities in the beginning of Dynamics 365 Finance & Operations. Now they are supported, but on a basic level with room for improvements. In this session we will demonstrate how to use alerts in different business scenarios […]
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: […]
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 […]
In this release, while there is not much visible on the outside, we certainly did a pretty big tidy up of the code and other preparation steps for the next great features to come, such as SharePoint On-Premises Support and Saving reports to Azure Files. […]
Let's take a look at some of the new cool features introduced with Docentric version 3.4.1. *** FREE STUFF ALERT *** Almost all features delivered in this version are part of Docentric Free Edition. How cool is that! Alert email notifications Use Email templates for […]
Docentric AX 3.4.0 Released
The new Docentric version 3.4.0 is out, with the cool new features you asked for! Take a look at some of them. Saving to SharePoint with metadata Reports can now be saved to SharePoint document libraries with metadata fields such as Document ID, Account number, […]
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 […]
What Is Azure Key Vault and How To Use It in D365FO
Azure Key Vault is a secure centralized store for all your certificates, keys, passwords and other credentials that you can use from a D365FO environment. In this session, we will explain what certificates, keys and secrets are, and how to create, configure and manage them […]
Docentric AX 3.3.9 Released
The new Docentric version 3.3.9 is out, with the cool new features you asked for! Take a look at some of them. Electronic Signature Electronic signature for PDF documents generated by both SSRS and Docentric rendering engines is supported. Certificates used for PDF signing can […]
DynamicsCon 2020: Curing What Hurts in D365FO Reporting With Docentric
Report customization in D365FO is a painful journey, no matter whether we deal with SSRS Reports or ER Business Documents. Every step in the report design, generation and distribution is troublesome and can drive you crazy. That is exactly where Docentric reporting solution comes to […]
Tags: Alerts, D365FO, Video 