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 […]
Tag: D365FO (198)
Adding Remit-to address to a report data source
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 […]
Printing Invoice to Sales Order Attachments
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, […]
Sending Emails Using Docentric APIs
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 […]
Use Custom placeholders in Print Destinations in Docentric AX Free Edition
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. […]
Use Copy and Original Preview with Docentric Viewer in Docentric AX Free Edition
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 […]