Tags: Configurable business documents, D365FO, Electronic reporting, Fiddler, Free Edition, HTTPS, Invoice 
Recently, we were faced with the challenge of checking what our D365FO environment was sending and receiving over HTTPS protocol on the Internet and why the integration with external services such as Microsoft Office or SharePoint Online was not working. In order to solve the […]
User-based security for network printers in D365FO
While previous Docentric versions supported report-based security for network printers in D365FO, called Report restricted printers, with version 3.4.0 we introduced user-based security for network printers. This feature is called User allowed printers and enables administrators to configure which printers are allowed for which users. This can come in […]
Configure your favorite printers in D365FO
If you work in a company with hundreds or even thousands of network printers, it is certainly difficult to choose the right one when printing documents from D365FO. To address this issue, we introduced User default printers that can be configured per company, user group or […]
Docentric AX 3.4.0 Released
The new Docentric version 3.4.0 is out, with the cool new features you asked for! Take a look at some of them. Saving to SharePoint with metadata Reports can now be saved to SharePoint document libraries with metadata fields such as Document ID, Account number, […]
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 […]
If you are reading this article, it is probably because you have faced the import/export issue with table fields of type container when using the D365FO Data Management framework. As you have probably noticed, a D365FO data entity container field is by default simply skipped […]
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 […]
In this article, we will show you how to generate Customer account statement, which is a Configurable business document, as a byte array in both original (Excel/Word) and PDF format. Configurable business documents sit on top of SSRS and cannot be generated outside the SSRS report execution pipeline, […]
In this article, we will show you how to generate an Electronic reporting format in its original file format as a byte array. If this original file format is Excel or Word, you will be able to print the ER Format to memory in PDF format as well. One would […]
When sending emails from D365FO with an email service provider such as Exchange Online, receiving and sending limits normally apply. This can cause nasty problems when doing high-volume emailing, for example, emailing invoices in batch. Learn about Exchange online sending limits >> The known limitation […]
