Free Edition Archives

Using Business Events and Azure Event Grid to Automate Report Distribution in D365FO

Posted on September 19, 2020October 20, 2021 by Miha Vuk

Tags: Azure Blob storage, Azure Event Grid, D365FO, Free Edition, Print destinations, Video

One comment

Automation of report distribution to an external system can be a challenge. For example, you might want to publish generated invoices on your customer portal or send them to the customer’s ERP system. In this session, you will learn how to implement a robust and […]

Preview Project Invoices Using Print Management in D365FO

Posted on September 10, 2020October 31, 2022 by Jernej Valic

Tags: D365FO, Free Edition, Invoice, Print management

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You can print reports such as Project invoice using Print management when posting a sales order, or, when the document is already posted, from the invoice journal. What happens if there are multiple SSRS report designs (aka formats) for the same report? When printing using […]

Send Workflow Email Notifications with Attachments in D365FO

Posted on August 3, 2020October 8, 2026 by Ana Gligorijevic

Tags: D365FO, Email sending status, Email templates, Emailing, Free Edition, Workflow

2 comments

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 […]

Generate SSRS Report as Byte Array

Posted on July 16, 2020October 8, 2026 by Ana Gligorijevic

Tags: D365FO, Free Edition, SSRS, X++

4 comments

If you need to generate a SSRS report as a byte array, you can use a utility X++ class we created for some custom scenarios such as sending Sales and Project invoice in the single email to the corresponding customer. We will explain this particular […]

Send Sales and Project invoice in the single email in D365FO

Posted on July 13, 2020October 8, 2026 by Ana Gligorijevic

Tags: D365FO, DSP class, Emailing, Free Edition, Invoice

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In the previous article, we explained a utility class that helps you generate SSRS and Docentric reports from X++ in memory instead of distributing them to a print destination such as Email or File. Using the same helper class, DocSrsReportGenerator, we will now demonstrate how […]

Why would you want to print your D365FO reports to Azure storage?

Posted on June 6, 2020May 1, 2024 by Ana Gligorijevic

Tags: Azure Blob storage, Azure Event Grid, D365FO, Free Edition, Print destinations

2 comments

If you check your options with SSRS print management, you will see that they are pretty modest. You can view or print reports, and do some basic emailing and archiving. For example, reports are emailed without the email body and archived with no metadata. Not […]

Print Reports to Attachments in D365FO

Posted on June 5, 2020June 11, 2020 by Ana Gligorijevic

Tags: Attachments, D365FO, Free Edition, Invoice, Print destinations

2 comments

You can print particular reports such as invoices and collection letters to Attachments of the corresponding journals only by using the e-Invoice attachment option settable on the customer card in Dynamics 365 for Finance and Operations. But what if you want to save an invoice […]

Docentric AX 3.3.8 Released

Posted on May 20, 2020April 28, 2021 by Irena Vujcic Pavlovic

Tags: Free Edition, Full Edition, Version releases, Video

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The new Docentric version 3.3.8 is out, with the cool new features you asked for! Take a look at some of them. General You can now add User-defined placeholders from within D365FO without coding and use them in print settings such as Email body, subject, […]

Append PDF Product Specifications to Printed Purchase Orders in D365FO

Posted on April 15, 2020December 8, 2023 by Albin Lotric

Tags: Attachments, D365FO, Free Edition, PDF

12 comments

Let’s say that we want to print purchase orders with all corresponding product specifications appended at the end of output document generated in PDF format. We will assume that product specifications are PDF documents stored as Attachments (Document management) of built-in Products in D365FO. In […]

Save Purchase orders to SharePoint in D365FO

Posted on April 12, 2020May 12, 2020 by Albin Lotric

Tags: D365FO, Free Edition, Placeholders, Print destinations, SharePoint

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This article describes, how you can save your reports, generated in D365FO, to SharePoint. Docentric Free Edition has greatly improved the File print destination, and saving to SharePoint is one of its useful features. Our scenario will cover saving generated purchase orders to a specific […]