The features we build at Docentric are not only about document generation. We also want to make everyday work in Dynamics 365 Finance and Operations easier. This is why we've made some journal improvements. We've added new journal capabilities to the Docentric button group, focused […]
In our previous article, we showed the full signing flow in action — from printing a PO in D365FO to receiving the signed document back automatically. If you haven’t seen it yet, you can watch the walkthrough and video demo here: 👉 From Print to […]
Attachments in Dynamics 365 Finance and Operations (D365FO) are a simple but powerful way to add context to records - images, documents, URLs, or notes. Everything that helps users understand what’s really going on. You might attach a scanned invoice to a purchase order, or […]
Imagine this: your procurement team creates and confirms a purchase order (PO) in Dynamics 365 F&O (D365FO). As soon as it goes out, the clock starts: the supplier won’t reserve inventory until they’ve acknowledged the PO. Today that often means a PDF is emailed, printed, […]
I recently got a question about how to send a Sales Invoice, Sales Confirmation, and Sales Packing Slip all in one email. At first, I thought it might require changing some code, but a colleague shared an easier way to do it, and it worked […]
At the Digiton Conference in Skopje, Docentric expert, Jovica Živković, demonstrated how to use Attachments and Alerts, providing insights into enhancing their usability through small customizations. For every D365FO implementation, Alerts and Attachments are essential functionalities which, let's be honest, could offer more features out […]
Adding file attachments to a record in Microsoft Dynamics 365 Finance and Operations (D365FO) is a straightforward process from the user's perspective. The user only clicks the paperclip icon 📎, selects a file for the attachment, and the attachment is added to the record. When […]
Some time ago, we wrote an article on how to merge PDF product specifications to printed Purchase orders. Read the article >> The solution presented in the above article is based on capability to merge PDF documents using Docentric Free Edition utilities. It enables you […]
Attachments are commonly used in D365FO, but did you know that they are used behind the scenes for storing product and worker images as well as for archiving reports? Did you wonder how to support a new storage type for Attachment Documents such as File […]
Docentric gives you the ability to generate electronically signed reports from D365FO. But what if you email your reports and use another feature provided by Docentric, sending the additional report attachments? The report document will be electronically signed, but the additional attachments won’t. What should […]
Tags: Attachments, D365FO, Free Edition, Print archive 