Video Library

Video Change email settings in Print management setup in bulk – Part 6 of 8

In our previous tutorial, we demonstrated how to change the target print destination from SSRS Email to Docentric Email of Print management settings in bulk using Docentric Print Management Data Entity and Excel. In this tutorial, we will show you how to change Docentric email […]

Video Change the target print destination in Print management settings in bulk – Part 5 of 8

Assume that you are using SSRS Email print destination for printing your invoices but at the same time, you have overridden Print management settings for hundreds of customers in order to specify different email recipients and subject for each customer. But then you’ve learned about […]

Video Copy Print management settings between environments – Part 3 of 8

Second basic scenario supported by Docentric Print Management data entities is copying between environments, e.g. from your Test to your Production environment. IMPORTANT: The video in this tutorial uses the Docentric Print Management Settings data entity, but we strongly recommend that you use the Docentric […]

Video Copy Print management settings between legal entities – Part 2 of 8

One of the basic scenarios covered with Docentric Print Management Data Entity is copying between legal entities. In this tutorial, we will show you how to create the Copy into legal entity data project in the Data management workspace and select Source (USMF) and Destination […]

Video Get started with Docentric Print Management Data Entity – Part 1 of 8

As you all know very well, Print management is the core part of the built-in Routing functionality for business documents in Dynamics 365 for Finance and Operations. In Print management setup for each Document type, you can select different target print destinations (e.g. Email, Printer, […]

Video Webinar: Docentric Enhanced Configurable Business Documents

We invite you to watch our fourth and last webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series. In this 45-minute webinar, we demonstrate how Docentric improves Configurable Business Documents in terms of design and printing. In live demos, we demonstrate the implementation […]

Video Webinar: Configurable Business Documents – Part 1 of 2

Our second and third webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series explain what Configurable Business Documents are and how to use them in Dynamics 365 for Finance and Operations. You will learn that Configurable Business Documents are special Electronic Reporting configurations, […]

Video Webinar: Electronic Reporting Basics Through Simple Example

In our first webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series, you will learn the basics of Electronic Reporting in Dynamics 365 for Finance and Operations, and the necessary setup to start using it. The webinar shows live demos of how to […]