D365FO - Page 3 of 13 - Docentric AX

Using Business Events and Azure Event Grid to Automate Report Distribution in D365FO

Posted on September 19, 2020February 15, 2021 by Miha Vuk

Tags: Azure Blob storage, Azure Event Grid, D365FO, Free Edition, Print destinations, Video

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Automation of report distribution to an external system can be a challenge. For example, you might want to publish generated invoices on your customer portal or send them to the customer’s ERP system. In this session, you will learn how to implement a robust and […]

Preview Project Invoices Using Print Management in D365FO

Posted on September 10, 2020January 26, 2021 by Jernej Valic

Tags: D365FO, Free Edition, Invoice, Print management

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You can print reports such as Project invoice using Print management when posting a sales order, or, when the document is already posted, from the invoice journal. What happens if there are multiple SSRS report designs (aka formats) for the same report? When printing using […]

Use SMTP4DEV for testing emails without sending in D365FO

Posted on August 27, 2020January 20, 2021 by Jovica Zivkovic

Tags: D365FO, Emailing, Print destinations, smtp4dev

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Testing email functionality in Dynamics 365 for Finance and Operation takes time and might not be so fun. There is an overwhelming number of email testing scenarios. Imagine that you are testing emailing of invoices or collection letters in D365FO that is constantly filling up […]

Customize document properties of invoices generated as PDFs in D365FO

Posted on August 12, 2020August 13, 2020 by Ana Gligorijevic

Tags: D365FO, Full Edition, Invoice, PDF, Placeholders

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We’re all probably receiving invoices from various providers and vendors in our email inbox on a regular basis. Have you ever checked the document properties of the attached PDF documents? You might have seen something like this: However, when you print an invoice from D365FO […]

Add Charges Grouped by Type to Sales Invoice using ER

Posted on August 8, 2020August 13, 2020 by Jernej Valic

Tags: Charges, D365FO, Electronic reporting, Invoice

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We’ve been getting the question “How to show charges on the printed invoices” quite often, and in this article we will explain how this can be done using Electronic Reporting. Assume that we need to summarize all invoice line and header charges grouped by type […]

Send Workflow Email Notifications with Attachments in D365FO

Posted on August 3, 2020November 16, 2020 by Ana Gligorijevic

Tags: D365FO, Email sending status, Email templates, Emailing, Free Edition, Workflow

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In our previous article, we explained how to configure and design email notifications for the Purchase requisition review workflow. Using Docentric improvements, you can design Email templates used for workflow notifications in the advanced email body editor with placeholders. But there is more – you […]

Send Sales and Project invoice in the single email in D365FO

Posted on July 17, 2020July 22, 2020 by Ana Gligorijevic

Tags: D365FO, DSP class, Emailing, Free Edition, Invoice

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In the previous article, we explained a utility class that helps you generate SSRS and Docentric reports from X++ in memory instead of distributing them to a print destination such as Email or File. Using the same helper class, DocSrsReportGenerator, we will now demonstrate how […]

Generate SSRS Report as Byte Array

Posted on July 16, 2020January 20, 2021 by Ana Gligorijevic

Tags: D365FO, Free Edition, SSRS, X++

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If you need to generate a SSRS report as a byte array, you can use a utility X++ class we created for some custom scenarios such as sending Sales and Project invoice in the single email to the corresponding customer. We will explain this particular […]

Add Charges to Sales Invoice Lines through ER

Posted on July 13, 2020August 13, 2020 by Sanja Kolundzija

Tags: Charges, D365FO, Electronic reporting, Full Edition, Invoice

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In the standard D365FO Electronic Reporting (ER) report for Sales Invoice, line charges are given as a summary value, but it is a common requirement to print the detailed line charges specification. This article will guide you through the steps you need to perform to […]

Convert SSRS Check to ER Business Document

Posted on July 2, 2020December 15, 2020 by Sanja Kolundzija

Tags: Check, D365FO, Electronic reporting, Full Edition, Video

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Out of around 1.000 SSRS reports in D365FO, Electronic Reporting Business Documents (aka Configurable Business Documents) can be applied only to around 50 Print Management reports. What about the non-Print Management reports? It is true that you can develop ER models, model mappings and formats […]