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IMPORTANT NOTICE: From the version 3.3.0 Docentric improves the built-in Print archive by adding features described in this articles out-of-the-box. Find out more >> If you have a need to save reports to Print archive using dynamic filenames and not the default ones (which are […]
When setting up the Print Management settings for reports in Accounts Receivable and Accounts Payable module in Dynamics 365 for Finance and Operations, you can specify in the To and Cc email addresses fields so called email tokens. For example, you can use the Primary […]
IMPORTANT NOTE The Docentric Emailing Multiple Invoices (DEMI) solution has been greatly improved comparing to the solution described in this article. Learn more >> If you need to send out a single email to every customer each month, and this email needs to have all […]
It came as an unpleasant surprise: there is no viewer for SSRS reports shipped with Dynamics 365 for Finance and Operations On-Premises. Even worse, Microsoft has no plans to support it – ever! The following features are not intended for use in on-premises deployments. There […]
You can use Docentric File print destination to output reports to Attachments of the underlying entity, i.e. the context record of the executing report. Unlike the built-in File print destination, when using Docentric you can output reports in batch, e.g. save them to Azure storage, […]
In D365FO you can set up Email templates for sending email notifications for Retail orders, workflows, alerts, etc. With Docentric AX Free Edition you can: use an advanced HTML editor to format email bodies within D365FO, pick a placeholder from a list of available placeholders […]
Instead of using the built-in SysEmailTable::sendMail() method for replacing placeholders in an email’s body and subject before sending it, you can use the DocEmailTemplateManager::sendMail() method that offers you more options such as an email body with dynamic tables, multiple email attachments, using Cc and Bcc […]
In Dynamics 365 for Finance and Operations and Dynamics AX 2102 you can set up Email templates for sending email notifications for Retail orders, workflows, alerts, etc. Often these emails need to include some dynamic information, and this can be achieved using placeholders. However, in […]
No matter if you are using Docentric AX Free Edition or the full product version, you can use Standard and Custom placeholders in your print destination settings such as Email body, Email attachment name, Email subject, File output name, Azure blob storage container name, etc. […]
No matter if you are using Docentric AX Free Edition or the full product version, you can use Docentric Viewer to preview built-in SSRS report designs. This is also true for Print Management reports such as Customer invoices, Sales order confirmations, Purchase orders, etc. If […]
Tags: D365FO, Free Edition, Print archive, Print destinations 