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 […]

Troubleshooting techniques for solving emailing issues in D365FO

In this article, we will explain how to troubleshoot emailing issues in D365FO. We will focus on troubleshooting issues you might encounter when emailing reports using Docentric Email print destination, or when sending outgoing email messages from Batch email sending status via Docentric email distributor […]

Send Workflow Email Notifications with Attachments in D365FO

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 […]

Are You Ready to Collect More of Your Money?

Microsoft Dynamics 365 for Finance and Operations offers a robust credit and collections management functionality that enables you to manage the entire collection process – right from generating customer account statements, to being informed of balances as and when due, getting notifications on when collection […]