Imagine this: your procurement team creates and confirms a purchase order (PO) in Dynamics 365 F&O (D365FO). As soon as it goes out, the clock starts: the supplier won’t reserve inventory until they’ve acknowledged the PO. Today that often means a PDF is emailed, printed, […]
Version 3.5.0 Change Log ▫Release date: 2025-10-02 ▫(Hotfix 3.5.0.1) Release date: 2025-11-07 NEW FEATURES Print reports from common journals - Free Edition: - Printing reports directly from common journal forms is now supported: >> Print journal: Print a single selected journal interactively, with or without […]
We’re excited to announce Docentric AX 3.5.0, bringing Printing from Journals, Sending to SFTP, Print Archive Cleanup & more. 🎁Free Edition 👉🏽 Print Reports from Common Journals You can now print reports directly from common journal forms – individually, in bulk, or in batch. Printing […]
Need to drop hundreds of invoices into a bank’s secure inbox before the end of the day? Or push documents to tax authorities that still swear by file transfers? SFTP is still one of the most widely used services to transfer files securely, and Docentric […]
An industrial tools supplier got feedback from customers that their invoices were too plain. The documents looked basic and didn’t include helpful product details. Customers wanted more than just a price list. They wanted to see the products they ordered and get a short info […]
You're sending an invoice to a customer in Germany, another to a customer in France, and a third to a customer in the United States. Each customer expects to receive an invoice with Terms and Conditions written in their own language. To meet legal requirements […]
All Your D365FO Reporting Options in One Place: Docentric AX vs. ER
In this part of the All your D365FO Reporting options in one place series, we compare Docentric AX to Electronic Reporting (ER) across 5 core reporting elements: Data Source, Format Design, Document Generation, Document Distribution, Configuration & Management. In the introduction video, we outline how […]
In this article, we show how to use Docentric AX to customize reports even from third-parties like SKsoft’s Treasury Automation Suite (TAS). SKsoft’s TAS helps you automate bank connectivity, cash management, and payment workflows, giving straight-through processing and real-time visibility across banks and formats. Customizing […]
Finance agents (previously known as Copilot for Finance) are Microsoft’s AI-powered assistants designed to help with financial operations directly within Excel and Outlook to: Excel: Reconcile and match financial data. Outlook: Draft clear, personalized emails and seamlessly attach outstanding invoices or account statements. In this […]
With D365FO ver. 10.0.41 Microsoft introduced support for Customer prepayment invoice as a preview feature. It is implemented as an ER report, meaning that when a report is triggered from the Prepayment invoice form, it invokes an ER format configuration, which in turn invokes the […]
Tags: D365FO, Electronic signature, Full Edition, SharePoint 