Tags: Configurable business documents, D365FO, Electronic reporting 
We invite you to join our third webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series. In this 45-minute webinar we will continue to modify the format configuration for the Free text invoice and add the missing fields to it. We will also […]
Tag: D365FO
Webinar: Configurable Business Documents – Adding New Fields
Our second webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series, teaches you how to get the LCS configurations provided by Microsoft. It further explains how to use them in the Print management settings to print an invoice from D365FO. This covers the […]
Webinar: Electronic Reporting Basics Through Simple Example
In our first webinar from the Configurable Business Documents in Electronic Reporting (CBD-ER) series, you will learn the basics of Electronic Reporting in Dynamics 365 for Finance and Operations, and the necessary setup to start using it. The webinar shows live demos of how to […]
Create a new Docentric template based on a PDF sample document
You can design Docentric templates in many ways. If you are all about beautiful designs, you will probably hire a professional designer to do it for you. But there are other approaches as well, and our customers sometimes decide to develop a new Docentric template […]
Duplicated Model IDs in D365FO
We have researched the case of duplicated model IDs in D365FO you might encounter when importing a new model or replacing an existing one. Why does this happen? Upon creating, every model gets a unique model ID (32-bit integer). This ID has to be unique […]
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). […]
Create a new custom report in D365FO using Docentric
In this article we will explain how to develop a new custom report from scratch in Dynamics 365 for Finance and Operations using Docentric. Requirements for the new report Let’s say that we want to develop a new report that will show the data from […]
Create a new custom SSRS report in D365FO
In this article we will explain how to develop a new custom SSRS report from scratch using Report Data Provider (RDP) approach in Dynamics 365 for Finance and Operations. Requirements for the new report Let’s say that we want to develop a new report that […]
Configure SharePoint Online integration in D365FO OneBox
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 […]
Using Financial dimensions in Print management in D365FO
Just recently I’ve been asked how to set up Print management to enable selection of different Free text invoice designs based on the information found in Financial dimensions. Print management setup doesn’t offer you dimensions data on the Invoice journal table, which is available on […]
