Extend Electronic Reporting Destinations and Enable Custom Integrations

In this article, you will learn how to extend Electronic reporting print destinations to enable saving reports to Azure Files, external Azure Blob storage or File system (applicable only for on-premises environments). We have also provided the working implementation so you can install it and […]

Video Send Sales Order Confirmation Emails with Item Attachments

One of the frequent business requirements for emailing public facing documents, like purchase orders, sales order confirmations, invoices, etc., is adding additional attachments to the outgoing D365FO emails. As you will see, Docentric offers strong support for this functionality. You will find a flexible rule-based […]

Append PDF Product Specifications to Printed Purchase Orders in D365FO

Let’s say that we want to print purchase orders with all corresponding product specifications appended at the end of output document generated in PDF format. We will assume that product specifications are PDF documents stored as Attachments (Document management) of built-in Products in D365FO. In […]

Email Purchase Order with Terms and Conditions in D365FO

In this article, we will explain how to set up the emailing process of purchase orders using Docentric to achieve the following scenario. We want our outgoing emails, which are automatically generated by D365FO, to have an additional document attached – Terms and Conditions (T&Cs). […]

Email an invoice with additional attachments from D365FO

This article describes a setup-based solution for emailing reports with additional attachments from D365FO. We will show a step-by-step configuration which enables you to email an invoice with Terms & Conditions and product specification as additional attachments from D365FO. Before writing this post, I tried […]

Email reports with customized body and additional attachments

Let’s say that we want to email purchase orders with customized body and two additional attachments, which are arbitrary documents stored on file system, SharePoint or database. Instead of attaching documents with static content, we can also attach related reports, for example Purchase order product […]