Docentric AX is a better way to
Customize Reports in MS Dynamics 365
for Finance and Operations
Enhance SSRS Reports in Terms of Design and Printing
Costly development, painful updating, design and printing limitations, performance and deployment issues, no true WYSIWYG designer – these are some of common SSRS shortfalls addressed by Docentric AX.
Design reports in MS Word
You can transform your existing SSRS reports into professional looking invoices, orders, quotes, statements, letters, etc. using Microsoft Word and Docentric Designer.
Change report designs without coding
No coding is required to modify existing report designs, and even end users can do it! Updated designs can be stored on SharePoint or Azure storage and used in D365FO straightaway.
Modify report data sources with ease
If you want to add some additional data to a report, you will still need a developer. But the good news is that this can be done with a minimum effort, without changing the report’s temporary tables or queries.
Improve print destinations
Improve the way you email, print, distribute and archive your reports.
Docentric’s enhancement of SSRS reports runs side by side with the built-in SSRS framework and is simple to use. To activate Docentric AX with a particular SSRS report, just mark it as such. You can turn the functionality on or off with a button click.
Enhance Electronic Reporting Business Documents
ER Business Documents have recently been introduced by Microsoft as a better solution for end-users comparing to SSRS reports. Still, there are gaps such as difficult report design and not-so-good print destinations. Fortunately, Docentric successfully fills all of them.
Modify document data sources without coding
Docentric supports Electronic Reporting Data Models as report data sources. Even end users are now able to add the data they need to be shown additionally on their invoices and orders, using the built-in ER Designer.
Design ER Business Documents in MS Word
From user point of view there is no difference in designing reports based on SSRS or ER Business Documents. Report design always takes place in MS Word and modified templates can be uploaded and used in D365FO instantly.
Seamless integration with Print Management
Unlike ER Business Documents, Docentric fully supports Print Management and standard processes of posting and printing in D365FO.
Enhanced printing and generation options
Using custom fonts, direct mass printing and PDF as output format are supported. Emailing, distributing, archiving and printing are improved in the same way as for SSSR reports.
With Docentric on top of Business Documents in Electronic Reporting, end-users will be able to add missing data to report data sources from within D365FO, design reports with fully featured designer in MS Word, have seamless integration with Print Management and use the same print destinations enhanced for SSRS reports.
Use MS Word as Report Designer
No matter if you enhance SSRS reports or Business Documents from Electronic Reporting, you will design your reports in MS Word, using the same Docentric AX Designer.
Design your reports in Microsoft Word
MS Word with an addition of Docentric Add-In lets you design your report templates in Word just like any other document, using all Word’s awesome features. Using Word, you can easily achieve a unified professional look of your business documents companywide.
Place your data with Point & Click
Our special Add-In for Word helps you mark a template with placeholders and bind them against the attached data source. You can conditionally include/exclude document parts, write formulas, filter and shape data, or insert dynamic images and subdocuments.
While designing a template you can use a realistic offline document preview in different languages.
Easy enough to be used by non-developers
Template design can be handed over to your AX consultants or advanced end-users.
Learn more about templating capabilities
Simplify the automation of invoices, orders, quotes, checks, agreements, contracts, HR documents, forms, claims, legal documents, insurance policies, letters, notes, statements, bills, product datasheets, certificates and all those documents that can be designed in MS Word with ease.
Improve Report Print Destinations and Document Generation Options
Enhance print destinations
Print reports to a dynamically named file (e.g. Invoice_<InvoiceId>.pdf), save them to Attachments, SharePoint or Azure storage. Send more than one report/attachment in a single email, or use placeholders in print settings such as email body, subject, email To, Cc, Bcc, From, etc. Print reports to default printer or email them using traceable email processing.
Use original designs with enhanced destinations
You can use original SSRS report designs with improved Docentric print destinations, and all that for free.
Secure reports with passwords, set up document properties and use custom fonts. Preview documents or emails before printing. Print reports also as Word documents, allowing this way editing of automatically generated quotes or contracts.
Let Your End Users Engage in Report Customization
Report design by end users
Empower your end users with the right tool, familiar Microsoft Word, and they will be happy to take part in report customization.
Enhance reports without coding
End users can create and update report designs without help of developers, using MS Word. To add additional data to reports, advanced end users can use Electronic Reporting. No deployment is needed to apply the changes of report designs. How cool is that!
Accelerate communication with your end users
You will be able to communicate report and document requirements with your clients more efficiently. Their input in the form of Word documents can directly be used as a starting point for template design with Docentric AX Designer.