Video 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, […]

How Print management settings are stored in the database in D365FO

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 […]

Ensure that your outgoing emails in D365FO don’t end up as SPAM

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 […]

Let end-users edit outgoing emails with quotes before sending them out from D365FO

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 […]

Email or print an invoice from D365FO, depending on the customer’s email address availability

Business processes related to invoicing often require invoices to be emailed to the customers after posting. Companies try to automate these processes and perform them in batch in D365FO, by posting and emailing large number of invoices at once. Here is the problem: sometimes it […]

Confirm that your customers received their invoices via email by requesting read receipts in D365FO

How many times have you been thinking how great it would be to know that invoices, delivered to your customers by email, were actually received? Using Docentric AX Free Edition you can get such a confirmation by requesting read and delivery receipts for emails sent […]

Log errors of Email distributor batch in D365FO

Having a fine-grained control over email sending has long been an unfulfilled desire of many users who have to deal with emailing of D365FO reports. Their wait is over! Docentric implemented a variety of features improving emailing in Dynamics 365 for Finance and Operations, which […]