Finance agents (previously known as Copilot for Finance) are Microsoft’s AI-powered assistants designed to help with financial operations directly within Excel and Outlook to: Excel: Reconcile and match financial data. Outlook: Draft clear, personalized emails and seamlessly attach outstanding invoices or account statements. In this […]
D365FO allows users to create alert rules directly from forms, and what’s interesting is that any active filter applied to the form at the time of creating the alert rule is automatically included in the rule. This means that the D365FO alert rules are implicitly […]
In this session, we will do an overview of FREE community tools designed to empower and boost the productivity of D365FO professionals and users. Some tools can be used directly within the D365FO client, others operate outside of it, and several are accessible right from […]
With the transition from LCS, it’s crucial for F&O consultants to stay updated on these changes. I’ll cover what you need to know to thrive in this evolving landscape: An overview of the enhanced Unified admin and developer experiences. Git vs. TFVC: Why Git is […]
German legislation recognizes two key standards for electronic invoicing: XRechnung and ZUGFeRD. XRechnung is a structured XML format based on UBL or CII, and ZUGFeRD is a hybrid format that combines a human-readable PDF/A-3 file with an embedded XML file in the "Cross-Industry Invoice" (CII) […]
This session is aimed at both those who already have some experience with ER and those who are seriously considering using ER for reporting. We hear everywhere that ER is complex. This is true. That's why it's even more important to learn about it from […]
In this session, we’ll explore the three primary ways to communicate with customers about their account statements and overdue invoices: using the Aged Balances inquiry, Process Automations, and Copilot for Finance in Outlook. These tools provide efficient solutions for maintaining contact and ensuring timely updates, […]
Embark on a magical journey into the world of automation with Microsoft Power Platform CLI (PAC CLI). In this session, we'll reveal how this powerful tool can transform the way you manage Dynamics 365 Finance and Operations environments, enabling you to manage users and environments […]
With D365FO ver. 10.0.41 Microsoft introduced support for Customer prepayment invoice as a preview feature. It is implemented as an ER report, meaning that when a report is triggered from the Prepayment invoice form, it invokes an ER format configuration, which in turn invokes the […]
We are proud to be recognized by Microsoft as a Solutions Partner with certified software for Business Applications! This recognition comes as part of Microsoft’s new certification program for Business Applications, replacing the previous framework under which Docentric was already certified. It confirms that our […]
Tags: Agents, AI, Copilot, D365FO, Full Edition, Invoice 