An industrial tools supplier got feedback from customers that their invoices were too plain. The documents looked basic and didn’t include helpful product details. Customers wanted more than just a price list. They wanted to see the products they ordered and get a short info […]
Tag: D365FO (235)
DynamicsMinds Panel: D365FO Reporting Challenges and How Experts Address Them
The panel discussion addresed common D365FO document reporting challenges. Our veteran panelists shared their experiences working with D365FO customers and partners in a range of project scenarios. They discussed customer reporting requirements, project challenges, and technology factors that determine successful outcomes with D365FO. This non-promotional […]
DynamicsMinds 2025: Top 7 D365FO Reporting Challenges You Can Solve Only with Docentric
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 […]
Enhance TAS reports and emails in D365FO with Docentric
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 […]