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    Tag: D365FO (158)

    Report Viewer in Dynamics 365 for Finance and Operations On-Premises

    posted on Posted on January 17, 2018October 23, 2019 by Maja Kovac

    comments Tags: D365FO, Free Edition, On-premises, Print destinations, Viewer
    tags 4 comments

    It came as an unpleasant surprise: there is no viewer for SSRS reports shipped with Dynamics 365 for Finance and Operations On-Premises. Even worse, Microsoft has no plans to support it – ever! The following features are not intended for use in on-premises deployments. There […]

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    Adding Remit-to address to a report data source

    posted on Posted on January 10, 2018April 21, 2020 by Maja Kovac

    comments Tags: D365FO, DDSP, DSP class, Full Edition
    tags No comments

    A remit address is used as a unique destination address to receive payment (e.g. a check) for a bill or invoice. This is used so payments can be processed more quickly than if it were sent to the general mail address of the company. In […]

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    Printing Invoice to Sales Order Attachments

    posted on Posted on November 21, 2017August 15, 2018 by Maja Kovac

    comments Tags: Attachments, D365FO, Free Edition, Invoice, Print destinations
    tags No comments

    You can use Docentric File print destination to output reports to Attachments of the underlying entity, i.e. the context record of the executing report. Unlike the built-in File print destination, when using Docentric you can output reports in batch, e.g. save them to Azure storage, […]

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    Improved Email Templates – Creating Email Body with Dynamic Table

    posted on Posted on November 17, 2017March 14, 2023 by Boza Lotric

    comments Tags: D365FO, Email templates, Free Edition
    tags 7 comments

    In D365FO you can set up Email templates for sending email notifications for Retail orders, workflows, alerts, etc. With Docentric AX Free Edition you can: use an advanced HTML editor to format email bodies within D365FO, pick a placeholder from a list of available placeholders […]

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    Sending Emails Using Docentric APIs

    posted on Posted on November 15, 2017May 2, 2022 by Boza Lotric

    comments Tags: D365FO, Email templates, Free Edition
    tags No comments

    Instead of using the built-in SysEmailTable::sendMail() method for replacing placeholders in an email’s body and subject before sending it, you can use the DocEmailTemplateManager::sendMail() method that offers you more options such as an email body with dynamic tables, multiple email attachments, using Cc and Bcc […]

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    Improved Email Templates in D365FO

    posted on Posted on November 15, 2017March 14, 2023 by Boza Lotric

    comments Tags: D365FO, Email templates, Emailing, Free Edition
    tags 3 comments

    In Dynamics 365 for Finance and Operations and Dynamics AX 2102 you can set up Email templates for sending email notifications for Retail orders, workflows, alerts, etc. Often these emails need to include some dynamic information, and this can be achieved using placeholders. However, in […]

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    Use Custom placeholders in Print Destinations in Docentric AX Free Edition

    posted on Posted on August 1, 2017October 12, 2021 by Boza Lotric

    comments Tags: D365FO, Free Edition, Placeholders, Print destinations
    tags No comments

    No matter if you are using Docentric AX Free Edition or the full product version, you can use Standard and Custom placeholders in your print destination settings such as Email body, Email attachment name, Email subject, File output name, Azure blob storage container name, etc. […]

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    Use Copy and Original Preview with Docentric Viewer in Docentric AX Free Edition

    posted on Posted on August 1, 2017April 21, 2020 by Boza Lotric

    comments Tags: D365FO, Free Edition, Viewer
    tags No comments

    No matter if you are using Docentric AX Free Edition or the full product version, you can use Docentric Viewer to preview built-in SSRS report designs. This is also true for Print Management reports such as Customer invoices, Sales order confirmations, Purchase orders, etc. If […]

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