Installation

Docentric AX can be installed using the following deployment options:

  • Model Files
    You will be able to see, debug or extend Docentric AX source code.
    This deployment option is preferred and it is typically used when you deploy Docentric AX to your development environment. Docentric AX models and packages become a part of your regular deployments to staging and production environments.
  • Deployment Package
    You will not be able to see, debug or extend Docentric AX source code. Nevertheless, you will be able to use all APIs provided by Docentric AX in order to customize the built-in SSRS reports, or invoke any other functionality provided by Docentric AX.
    This deployment option is rarely used for development environments and it is recommended when you deploy Docentric AX directly in staging or production environments with the assumption that no coding will be required for report customization using Docentric AX.
Current Docentric AX version supports all D365fO versions that are supported by Microsoft. For any lower D365FO version, please check the ReadMe.txt file in the ZIP package downloaded from Docentric Download Center.

Get started with Free Edition

The recommended sequence of How-to manuals to get you started after installation:

  1. Docentric AX architecture
  2. Set up Docentric AX parameters
  3. Improve print destinations
  4. Improve Email Templates

Get started with Full Edition

The recommended sequence of How-to manuals to get you started after installation:

  1. Docentric AX architecture
  2. Set up Docentric AX parameters
  3. Set up Docentric AX reports
  4. Improve SSRS report designs
  5. Add additional data to a report using Docentric approach
  6. How to use Docentric AX designer
  7. Improved Docentric print destinations
Use Docentric SSRS Replicas for commonly used reports such as Invoice and Purchase order, no matter if you are using Free or Full Edition. Download and see the benefits >>

For rapid start, check out our Video Trainings and Tutorials.

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