D365FO Archives

DynamicsCon 2021: Sign Your Invoices Digitally in Dynamics 365 With Docentric

Posted on March 26, 2021October 20, 2021 by Klemen Novak

Tags: Certificates, D365FO, Electronic signature, Full Edition, Invoice, Video

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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

Posted on March 26, 2021December 9, 2022 by Miha Vuk

Tags: Azure Key Vault, Certificates, D365FO, eInvoice, Electronic signature, Video

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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 […]

Configure Invoice Email Settings Faster by Using Email Body Snippets

Posted on March 20, 2021October 12, 2021 by Jernej Valic

Tags: D365FO, Emailing, Free Edition, Report Email templates, Video

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In this video, we will demonstrate how Email templates from Docentric report setup can be used as snippets when configuring the email body for the Sales invoice report. Email templates are designed using the same rich HTML editor and placeholders, and can be configured per report and company but also per […]

Reduce the Delay When Printing via Document Routing Agent

Posted on March 10, 2021June 2, 2026 by Klemen Novak

Tags: D365FO, DRA, Performance, Printing

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When a report is printed to a network printer in Dynamics 365 for Finance and Operations, it is first generated as a collection of EMF images, i.e. pages and stored in Azure Blob storage. Print job settings are stored together with the printing pages. A […]

Generate Configurable Business Document as Byte Array

Posted on February 27, 2021August 7, 2022 by Jovica Zivkovic

Tags: Configurable business documents, D365FO, Electronic reporting, Free Edition, X++

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In this article, we will show you how to generate Customer account statement, which is a Configurable business document, as a byte array in both original (Excel/Word) and PDF format. Configurable business documents sit on top of SSRS and cannot be generated outside the SSRS report execution pipeline, […]

Generate Electronic Reporting Format as Byte Array

Posted on February 19, 2021February 22, 2021 by Vilko Jenko

Tags: D365FO, Electronic reporting, Free Edition, X++

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In this article, we will show you how to generate an Electronic reporting format in its original file format as a byte array. If this original file format is Excel or Word, you will be able to print the ER Format to memory in PDF format as well. One would […]

Why My ER Formats Are Always Downloaded in Browser

Posted on February 19, 2021October 8, 2026 by Vilko Jenko

Tags: D365FO, Electronic reporting, Print destinations

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ER Formats can be run via eInvoicing, Print management (Configurable business documents) or as standalone reports. Standalone ER Formats are those which can be printed via dedicated report menu items. No matter how ER Formats are executed, if there is no destination configured or set […]

Extend Electronic Reporting Destinations and Enable Custom Integrations

Posted on February 12, 2021February 13, 2025 by Klemen Novak

Tags: Attachments, Azure Blob storage, Azure Files, D365FO, Electronic reporting, Print destinations

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In this article, you will learn how to extend Electronic reporting print destinations to enable saving reports to Azure Files, external Azure Blob storage or File system (applicable only for on-premises environments). We have also provided the working implementation so you can install it and […]

Send emails from D365FO using SendGrid

Posted on February 9, 2021October 8, 2026 by Jovica Zivkovic

Tags: D365FO, Emailing, Free Edition, SMTP

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When sending emails from D365FO with an email service provider such as Exchange Online, receiving and sending limits normally apply. This can cause nasty problems when doing high-volume emailing, for example, emailing invoices in batch. Learn about Exchange online sending limits >> The known limitation […]

Create Invoices with Electronic Signature in D365FO

Posted on February 8, 2021October 30, 2025 by Vilko Jenko

Tags: Certificates, D365FO, Electronic signature, Full Edition, PDF, Video

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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 […]