Sometimes, it's essential to quickly notify the entire team when something changes in D365FO. Instead of setting up separate alerts for each user, the Docentric Free edition will enable you to send one alert for an entire user group. In this short guide, we’ll show […]
Visit this showcase to see some of the most wanted D365FO reporting improvements in action. Design your reports using MS Word-based Docentric template designer with Electronic Reporting configurations as datasources. Electronically sign and email them with additional attachments, distribute them to SharePoint with dynamically populated […]
All Your D365FO Reporting Options in One Place: Docentric AX vs. ER
In this part of the All your D365FO Reporting options in one place series, we compare Docentric AX to Electronic Reporting (ER) across 5 core reporting elements: Data Source, Format Design, Document Generation, Document Distribution, Configuration & Management. In the introduction video, we outline how […]
All Your D365FO Reporting Options in One Place: ER/CBD
In this article, part of our series All your D365FO Reporting options in one place, we take a closer look at Electronic Reporting (ER) and Configurable Business Documents (CBD) — D365FO feature that allows users to design, customize, and maintain business documents without code changes […]
All Your D365FO Reporting Options in One Place: SSRS
Continuing our series All your D365FO Reporting options in one place, in this article we explore SSRS – the default reporting framework in D365FO. SSRS Solution Overview We will start with an overview of SSRS (SQL Server Reporting Services), which is a standard Microsoft solution […]
All Your D365FO Reporting Options in One Place: Introduction
In our new video article series, All your D365FO Reporting options in one place, we explore available reporting options in Dynamics 365 for Finance and Operations (D365FO). In this five-part series, we break down the various possibilities you have when it comes to designing, generating, […]
In this article, we show how to use Docentric AX to customize reports even from third-parties like SKsoft’s Treasury Automation Suite (TAS). SKsoft’s TAS helps you automate bank connectivity, cash management, and payment workflows, giving straight-through processing and real-time visibility across banks and formats. Customizing […]
Finance agents (previously known as Copilot for Finance) are Microsoft’s AI-powered assistants designed to help with financial operations directly within Excel and Outlook to: Excel: Reconcile and match financial data. Outlook: Draft clear, personalized emails and seamlessly attach outstanding invoices or account statements. In this […]
D365FO allows users to create alert rules directly from forms, and what’s interesting is that any active filter applied to the form at the time of creating the alert rule is automatically included in the rule. This means that the D365FO alert rules are implicitly […]
In this session, we will do an overview of FREE community tools designed to empower and boost the productivity of D365FO professionals and users. Some tools can be used directly within the D365FO client, others operate outside of it, and several are accessible right from […]
Tags: Alerts, D365FO, Free Edition 