Docentric Video Library

Posted on April 15, 2023April 15, 2023 by Sanja Kolundzija

Tags: D365FO, Electronic reporting, Full Edition, License plate labels, Print destinations, Video

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What do D365FO Electronic Reporting and Warehouse Labels have in common? Answer: Docentric transforms both of these complex frameworks into a user-friendly experience! Our experts Sanja Kolundžija & Albin Lotrič first show how anyone who knows how to use MS Word can design Docentric templates too. Then, they will present […]

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

Posted on November 10, 2022April 15, 2023 by Irena Vujcic Pavlovic

Tags: Configurable business documents, D365FO, Electronic reporting, Electronic signature, Full Edition, License plate labels, Video

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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. […]

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

Posted on March 22, 2022November 20, 2022 by Sanja Kolundzija

Tags: Azure Files, D365FO, Full Edition, Print destinations, Video

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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 […]

DynamicsCon 2021: Print Reports to SharePoint with Structured Metadata

Posted on October 16, 2021October 20, 2021 by Klemen Novak

Tags: D365FO, Full Edition, Print destinations, SharePoint, Video

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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: […]

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

Posted on March 26, 2021October 20, 2021 by Klemen Novak

Tags: Certificates, D365FO, Electronic signature, Full Edition, Invoice, Video

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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 […]

Design a Check in Dynamics 365 F&O During Lunch Break

Posted on October 1, 2020October 15, 2021 by Albin Lotric

Tags: Check, D365FO, Full Edition, MS Word, Template design, Video

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Customizing checks in Dynamics 365 for Finance and Operations using SSRS is cumbersome, time consuming and requires developers. If you are a D365FO functional consultant or a power user, then you would be surprised by the simplicity of designing checks using MS Word – without […]

DynamicsCon 2020: Curing What Hurts in D365FO Reporting With Docentric

Posted on September 20, 2020July 31, 2021 by Sanja Kolundzija

Tags: D365FO, Free Edition, Full Edition, Video

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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 […]

Webinar: Create Invoices With Product Images and Specs Using ER

Posted on April 9, 2020December 26, 2020 by Klemen Novak

Tags: Configurable business documents, D365FO, Electronic reporting, Video

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In the previous webinar we demonstrated how to append Terms and Conditions in the customer language to our invoices. In this webinar we are going a step further in perfecting them. You will now learn how to embed product images and product specifications into Sales […]

Webinar: Create Invoices With T&Cs Using Electronic Reporting

Posted on April 3, 2020April 18, 2020 by Jernej Valic

Tags: Configurable business documents, D365FO, Electronic reporting, Video

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How many times have you needed to append Terms and Conditions to your invoices? Or to embed product images and product specifications to make them look professional and appealing? Is such a fully automated process an impossible task for non-developers? Not necessarily! Join our webinars […]

Improved Electronic Reporting Business Documents

Posted on April 2, 2020January 29, 2022 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Electronic reporting, Video

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It’s been almost half a year since most D365FO users had a chance to get hands-on with ER Business Documents. It was a long-expected improvement to SSRS, but how much of an improvement and how much complexity and downgrading to the existing functionality it brings, […]