Change email settings in Print management setup in bulk – Part 6 of 8
In our previous tutorial, we demonstrated how to change the target print destination from SSRS Email to Docentric Email of Print management settings in bulk using Docentric Print Management Data Entity and Excel. In this tutorial, we will show you how to change Docentric email […]
Change the target print destination in Print management settings in bulk – Part 5 of 8
Assume that you are using SSRS Email print destination for printing your invoices but at the same time, you have overridden Print management settings for hundreds of customers in order to specify different email recipients and subject for each customer. But then you’ve learned about […]
Copy Print management settings between customers – Part 4 of 8
Let’s say that you want to set up Print management settings for a customer and then to copy the same settings to one or more other customers in the same or in a different legal entity. You can certainly do this for each customer manually, […]
Copy Print management settings between environments – Part 3 of 8
Second basic scenario supported by Docentric Print Management data entities is copying between environments, e.g. from your Test to your Production environment. IMPORTANT: The video in this tutorial uses the Docentric Print Management Settings data entity, but we strongly recommend that you use the Docentric […]
Copy Print management settings between legal entities – Part 2 of 8
One of the basic scenarios covered with Docentric Print Management Data Entity is copying between legal entities. In this tutorial, we will show you how to create the Copy into legal entity data project in the Data management workspace and select Source (USMF) and Destination […]
Get started with Docentric Print Management Data Entity – Part 1 of 8
As you all know very well, Print management is the core part of the built-in Routing functionality for business documents in Dynamics 365 for Finance and Operations. In Print management setup for each Document type, you can select different target print destinations (e.g. Email, Printer, […]
Database tables that store Print management settings: PrintMgmtSettings PrintMgmtDocInstance PrintMgmtReportFormat Below left are settings for the Accounts receivable module, right side are node-specific settings (the Customer node): Original and Copies are document instances. Every document instance has its settings. Setting can have child elements (with […]
Up to Docentric version 3.3.7 you could use the Docentric Print Management Settings data entity to export Print management settings from one environment and import them to another, or to copy them between legal entities. Learn how to copy Print management settings between legal entities […]
Dynamics 365 for Finance and Operations enables sending automated emails with printed business documents such as invoices, orders and statements to our customers and vendors. It is very important that these emails don’t end up in their spam folders. There are some general recommendations we […]
When a quote or a purchase order is printed in Dynamics 365 for Finance and Operations, it can automatically be emailed to your prospect or vendor. In addition to that, Docentric Free Edition enables you to preview a generated document before letting D365FO continue with […]
Tags: D365FO, Data entity, Free Edition, Print management, Video 