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 […]
This guide lists the most commonly used Form setup settings for the Accounts payable, Accounts receivable, Procurement and sourcing and Project management and accounting modules and how they affect the report data. It is meant to be used as a reference for both Docentric template […]
This article explores how Notes and the Print Management Footer text configuration result in the report output. Form notes What Notes are going to be in the report’s output depends on two things – Form notes and Document management attachments to documents. To illustrate this, […]
Want to learn more about Docentric and explore if it's the right place for you? Let us introduce ourselves! In this blog, we take you behind the scenes at Docentric - who we are, what we do, and how we’re making a positive impact for […]
Microsoft Dynamics 365 Finance and Operations (D365FO) uses an internal Azure Storage account as the default storage for various standard functionalities like: Attachments Document templates File download Printing via DRA etc. It can also be used from custom code wherever it needs some file storage […]
Starting with version 10.0.41, Microsoft is introducing managed identity Entra ID authentication to enhance security for accessing internal D365FO Azure storage, replacing the previously used Azure storage account key-based authentication. Impact on D365FO Denied access to internal Azure Files within D365FO. Supported access to internal […]
Introduction PDF/A documents have been around since 2005. PDF/A is designed for the long-term preservation and archiving of electronic documents. D365FO supports the creation of PDF outputs from SSRS reports, but PDF/A is not supported. Fortunately, Docentric AX fills this gap by allowing you to […]
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