D365FO Archives

All Your D365FO Reporting Options in One Place: ER/CBD

Posted on June 25, 2025July 19, 2025 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Electronic reporting, Print destinations, Print management, Video

No comments

In this article, part of our series All your D365FO Reporting options in one place, we take a closer look at Electronic Reporting (ER) and Configurable Business Documents (CBD) — D365FO feature that allows users to design, customize, and maintain business documents without code changes […]

All Your D365FO Reporting Options in One Place: SSRS

Posted on June 25, 2025July 19, 2025 by Sanja Kolundzija

Tags: D365FO, Print destinations, Print management, SSRS, Video

No comments

Continuing our series All your D365FO Reporting options in one place, in this article we explore SSRS – the default reporting framework in D365FO. SSRS Solution Overview We will start with an overview of SSRS (SQL Server Reporting Services), which is a standard Microsoft solution […]

All Your D365FO Reporting Options in One Place: Introduction

Posted on June 25, 2025September 28, 2025 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Electronic reporting, SSRS, Video

No comments

In our new video article series, All your D365FO Reporting options in one place, we explore available reporting options in Dynamics 365 for Finance and Operations (D365FO). In this five-part series, we break down the various possibilities you have when it comes to designing, generating, […]

Enhance TAS Reports and Emails in D365FO with Docentric

Posted on June 24, 2025October 7, 2025 by Jovica Zivkovic

Tags: D365FO, Free Edition, Full Edition, Template design

No comments

In this article, we show how to use Docentric AX to customize reports even from third-parties like SKsoft’s Treasury Automation Suite (TAS). SKsoft’s TAS helps you automate bank connectivity, cash management, and payment workflows, giving straight-through processing and real-time visibility across banks and formats. Customizing […]

Email D365FO Invoices and Statements with Finance Agents in Outlook

Posted on June 12, 2025September 21, 2025 by Adria Ariste Santacreu

Tags: Agents, AI, Copilot, D365FO, Full Edition, Invoice

No comments

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 […]

Create Alert Rules for Filtered Records

Posted on May 22, 2025July 13, 2025 by Nataša Koščak Antić

Tags: Alerts, D365FO, Free Edition

No comments

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 […]

DynamicsMinds 2025: Meet D365FO Free Community Tools

Posted on May 20, 2025July 13, 2025 by Jovica Zivkovic

Tags: Conference alert, D365FO, DynamicsMinds

No comments

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 […]

DynamicsMinds 2025: Are you prepared? Get ready for the unified experience ALM!

Posted on May 19, 2025September 21, 2025 by Adria Ariste Santacreu

Tags: Conference alert, D365FO, Dynamics 365, DynamicsMinds

No comments

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 […]

DynamicsMinds 2025: How to Generate ZUGFeRD Compliant Electronic Invoices in D365FO

Posted on May 19, 2025September 21, 2025 by Albin Lotric

Tags: Conference alert, D365FO, DynamicsMinds

No comments

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) […]

DynamicsMinds 2025: Demystifying Electronic Reporting: Some Concepts and Functions You May Not Yet Know, But Should Know

Posted on May 19, 2025September 21, 2025 by Albin Lotric

Tags: Conference alert, D365FO, DynamicsMinds

No comments

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 […]