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When a quote or a purchase order is printed in Dynamics 365 for Finance and Operations, it can automatically be emailed to your prospect or vendor. In addition to that, Docentric Free Edition enables you to preview a generated document before letting D365FO continue with […]
This article describes a setup-based solution for emailing reports with additional attachments from D365FO. We will show a step-by-step configuration which enables you to email an invoice with Terms & Conditions and product specification as additional attachments from D365FO. Before writing this post, I tried […]
First we created an overview of Configurable Business Documents and analyzed them in great depth, from how they work to their advantages and disadvantages. Read the analysis >> Afterwards, we discussed the most critical drawbacks of Configurable Business Documents and explained how they can be […]
In our previous article we analyzed Configurable Business Documents announced on Microsoft Business Application Summit in Jun 2019, with general availability in October 2019. Configurable Business Documents are intended to empower end-users and functional consultants to customize business documents such as invoices and orders in […]
Configurable Business Documents were announced on Microsoft Business Application Summit in Jun 2019 with great excitement. Many partners have been asking us ever since what they are and whether they somehow interfere with Docentric. They wanted to know, if it is true that after Microsoft […]
Business processes related to invoicing often require invoices to be emailed to the customers after posting. Companies try to automate these processes and perform them in batch in D365FO, by posting and emailing large number of invoices at once. Here is the problem: sometimes it […]
It was a long time ago when Microsoft announced that for D365FO environments on-premises no viewer for SSRS reports would be available – ever. Docentric addressed this shortcoming by introducing an embedded PDF viewer that works in both on-premises and cloud environments. To be honest, […]
How many times have you been thinking how great it would be to know that invoices, delivered to your customers by email, were actually received? Using Docentric AX Free Edition you can get such a confirmation by requesting read and delivery receipts for emails sent […]
Would you like to see how your quotes or purchase orders look like before emailing them to your customers and vendors? Definitely! Docentric AX now has the option to preview any report before emailing. And not just that - you can preview your reports even […]
Flighting is a new concept introduced by Microsoft from D365FO version 10.0 that allows turning on new features, which are delivered but not activated by default. Some of these "hidden" new functionalities are: Client alert notifications by email Manage access to network printers across legal […]
Tags: D365FO, Emailing, Free Edition, Print destinations, Quote 