Docentric Recorded Webinars

Electronic Reporting & Configurable Business Documents with Docentric Enhancements

Posted on August 6, 2023August 6, 2023 by Albin Lotric

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

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In this presentation, our expert, Albin Lotrič, first explains the basics of Electronic Reporting and Configurable Business Documents (ER/CBD). Then, the process of customizing existing ER configurations by deriving them from the original Microsoft configurations is presented. The customization includes the changes in the configurations […]

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 […]

Webinar: Create Invoices With Product Images and Specs Using ER

Posted on April 9, 2020July 27, 2023 by Klemen Novak

Tags: Configurable business documents, D365FO, Electronic reporting, Images, 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, […]

Webinar: Docentric Enhanced Configurable Business Documents

Posted on January 29, 2020July 6, 2020 by Sanja Kolundzija

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

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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 […]

Webinar: Configurable Business Documents – Part 2 of 2

Posted on January 9, 2020March 23, 2020 by Albin Lotric

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

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In this webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series we continue where we left off in our previous webinar. You will learn how to modify ER Format and Excel template for the Free text invoice document in order to print the […]

Webinar: Configurable Business Documents – Part 1 of 2

Posted on December 12, 2019December 26, 2020 by Albin Lotric

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

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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, […]

Webinar: Electronic Reporting Basics Through Simple Example

Posted on December 7, 2019December 26, 2020 by Albin Lotric

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

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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 […]