Video 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 ūüĎć. Improved Alert emails features: Use Email templates for Alert emails. In Email […]

Use Multiple Gmail Accounts for Sending Emails from D365FO

We have noticed that many organizations who use D365FO would like to send the reports from various Gmail accounts (e.g. sales, accounting, procurement, human resources) to their customers, vendors or employees. Unfortunately, D365FO enables you to create only one SMTP account, and Gmail does not […]

Email Invoice and T&Cs with Electronic Signature in D365FO

Docentric gives you the ability to generate electronically signed reports from D365FO. But what if you email your reports and use another feature provided by Docentric, sending the additional report attachments? The report document will be electronically signed, but the additional attachments won‚Äôt. What should […]

Sending multiple customer invoices in a single email without billing period in D365FO

IMPORTANT NOTE The Docentric Emailing Multiple Invoices (DEMI) solution has been greatly improved comparing to the solution described in this article. Learn more >> Does it happen in your type of business that some customers have multiple sales orders in short period of time, for […]

Video Configure Invoice Email Settings Faster by Using Email Body Snippets

In this video, we will demonstrate how¬†Email templates¬†from¬†Docentric report setup¬†can be used as snippets when configuring the email body for the¬†Sales invoice¬†report. Email templates are designed using the same rich HTML editor and placeholders, and can be configured per report and company but also per […]

Video Use Multilingual Email Templates When Emailing Invoices in D365FO

Do you email invoices from D365FO to customers in multiple languages? Do you find it a bit cumbersome to set up multiple Print management settings for different languages? So far, you were able to use D365FO labels and Docentric User-defined labels in all print settings, […]

Video Send Sales Order Confirmation Emails with Item Attachments

One of the frequent business requirements for emailing public facing documents, like purchase orders, sales order confirmations, invoices, etc., is adding additional attachments to the outgoing D365FO emails. As you will see, Docentric offers strong support for this functionality. You will find a flexible rule-based […]