Alerts++ in Dynamics 365 Finance & Operations
Alerts were one of the most wanted missing functionalities in the beginning of Dynamics 365 Finance & Operations. Now they are supported, but on a basic level with room for improvements. In this session we will demonstrate how to use alerts in different business scenarios […]
In this article we will address two possible scenarios when you need to add an additional report format (aka SSRS report design) to Print management for an existing Document type. For example, let’s say that we’ve created two new SSRS report designs for the Sales […]
Before discussing performance of report execution and draw a comparison between Docentric, SSRS and CBD (Configurable Business Documents aka Electronic Reporting Business Documents) reporting solutions, let’s first briefly explain their architecture and how they relate to each other. SSRS, CBD and Docentric execution pipeline Docentric […]
One of the X++ compiler features is the ability to analyze the code we write and the artifacts we add to the solution and check them against a predefined set of rules, providing us with compile and best practice warnings when the code and metadata […]
DynamicsCon 2021: Print Reports to SharePoint with Structured Metadata
SharePoint supports storing documents with metadata such as Account and Document ID, used for document search, integrations, archiving and workflows. It’s a pity that we cannot print reports to SharePoint with metadata from D365FO, right? Wait, with Docentric we can? Yes, and there is more: […]
Electronic Reporting & Business Documents for Beginners in D365FO
Many of you have probably heard of Electronic Reporting and (Configurable) Business Documents. It allows you to customize the report data model without development by choosing what data to include and how to map it to the data sources. It also allows you to design […]
By using this free solution, you will be able to send multiple customer invoices in a single email. You can include Sales and Free text invoices, Project invoices or both. You can also choose to send only Open invoices. Invoices for emailing can be selected […]
Designing Checks as Easy as It Gets in D365FO
Many D365FO users in the US and Canada know how difficult designing and printing checks can be. Out-of-the-box support for checks in SSRS is limited to a few basic setup options, some of which affect the print layout. In most cases, some design changes are […]
Improved Alert Email Notifications in D365FO
In this video article, we will demonstrate how Alert email notifications in D365FO are improved by Docentric. The best part? It’s completely free! Download Free Edition and try it out right away 👍. Improved Alert emails features: Use Email templates for Alert emails. In Email […]
According to Dynamics 365 Application Ideas, the ability to restrict access to network printers is a very popular idea. Starting from version 3.4.0, Docentric AX Free Edition supports report- and user-based security for network printers. In other words, you can configure which reports can be […]
Tags: Alerts, D365FO, Video 