Have you ever needed to add certificates to Key Vault parameters in D365FO and then clicked the Validate button just to have this obscure message pop up? Did you then start wondering why the certificate couldn’t be found, just to find out that the secret […]
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 […]
Email Electronically Signed D365FO ER Project Invoice With Expenses Attachments
D365FO project invoices are usually emailed to clients. In the case of Time and Material (T&M) projects, we register the expenses on a project, so that we can cross-charge them to our client. A common requirement is to email the receipts of project invoice expenses […]
DynamicsCon 2021: Sign Your Invoices Digitally in Dynamics 365 With Docentric
By signing your documents with digital certificates, you will prevent tampering and comply with regulations. It doesn’t matter if you created your documents with Docentric or not – you can sign any SSRS or ER document too. Join our session and see the complete reporting […]
What Is Azure Key Vault and How To Use It in D365FO
Azure Key Vault is a secure centralized store for all your certificates, keys, passwords and other credentials that you can use from a D365FO environment. In this session, we will explain what certificates, keys and secrets are, and how to create, configure and manage them […]
A self-signed certificate is a X.509 digital certificate that is not signed by a publicly trusted certificate authority (CA). This can include SSL/TLS certificates, code signing certificates, and S/MIME certificates. The reason why they’re called self-signed is that they’re created, issued, and signed by the […]
Create Invoices with Electronic Signature in D365FO
With D365FO and Docentric, you can add electronic signatures to PDF documents generated by both SSRS and Docentric rendering engines. Certificates used for PDF signing can be stored in Azure Key Vault or D365FO database. Appearance of electronic signatures on signed PDF documents can be […]
In this article we will discuss why Microsoft SharePoint Online integration in D365FO does not work in a local development environment (OneBox) and how to fix the issue. Definition of terms Term Definition OneBox instance A development environment deployed on a local machine. Azure instance […]
Dynamics 365 for Finance and Operations on a local development environment may all of the sudden start reporting problems with the server due to expired certificates. There is a problem with the server Sorry, the server has encountered an error. It is either not available […]
This article will tell you how to get rid of annoying “Not secure” message in the URL line when connected to Dynamics 365 for Finance and Operations in a local development environment (OneBox). You’ll learn why this happens and how to fix it! Here’s why […]
Tags: Azure Key Vault, Certificates, D365FO, Free Edition 