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 Print management
  5. Improve Email templates for Alert and WF notifications
  6. Improve Warehouse labels

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. Learn to use Docentric AX designer
  7. Improve print destinations
  8. Improve Print management
  9. Improve Warehouse labels

Use Docentric SSRS Replicas

Use Docentric SSRS Replicas of commonly used reports such as Sales invoice and Purchase order to enable all features in both Free and Full Edition. Learn more about Docentric SSRS Replicas >>
For rapid start, check out our Video Trainings and Tutorials.
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