Full Edition Archives

All Your D365FO Reporting Options in One Place: Docentric AX vs. ER

Posted on June 25, 2025July 19, 2025 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Dynamics 365, Electronic reporting, Full Edition, Print destinations, Print management, Template design, Video

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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 […]

Enhance TAS reports and emails in D365FO with Docentric

Posted on June 24, 2025July 13, 2025 by Jovica Zivkovic

Tags: D365FO, Free Edition, Full Edition, Template design

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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 […]

Email D365FO Invoices and Statements with Finance Agents in Outlook

Posted on June 12, 2025July 18, 2025 by Adria Ariste Santacreu

Tags: Agents, AI, Copilot, D365FO, Full Edition, Invoice

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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 […]

Version 3.x Change Log

Posted on May 14, 2025May 14, 2025 by Ana Gligorijevic

Tags: Change logs, Free Edition, Full Edition, Version releases

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Version 3.4.9 Change Log ▫Release date: 2024-11-29 ▫(Hotfix 3.4.9.1) Release date: 2025-02-13 ▫(Hotfix 3.4.9.2) Release date: 2025-05-14 NEW FEATURES Improved License plate labels - Full and Free Edition: - Label layout data sources (LLDS) are now supported for Docentric report templates for License plate labels […]

Use D365FO Customer Prepayment Invoice With Docentric

Posted on May 2, 2025July 17, 2025 by Sanja Kolundzija

Tags: D365FO, Full Edition, Invoice, SSRS

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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 […]

Docentric AX Certified Under Microsoft’s New Program

Posted on April 24, 2025July 13, 2025 by Sandra Simonovic

Tags: D365FO, Free Edition, Full Edition

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We are proud to be recognized by Microsoft as a Solutions Partner with certified software for Business Applications! This recognition comes as part of Microsoft’s new certification program for Business Applications, replacing the previous framework under which Docentric was already certified. It confirms that our […]

Microsoft Enhances Security and Restricts Access to D365FO Azure Storage

Posted on February 2, 2025August 3, 2025 by Adria Ariste Santacreu

Tags: Azure Blob storage, Azure Files, Azure storage, D365FO, Free Edition, Full Edition

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Starting with version 10.0.41, Microsoft is introducing managed identity Entra ID authentication to enhance security for accessing internal D365FO Azure storage, replacing the previously used Azure storage account key-based authentication. Impact on D365FO Denied access to internal Azure Files within D365FO. Supported access to internal […]

Generate SSRS reports as PDF/A documents in D365FO

Posted on January 8, 2025January 19, 2025 by Albin Lotric

Tags: D365FO, Full Edition, PDF, PDF/A, SSRS

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Introduction PDF/A documents have been around since 2005. PDF/A is designed for the long-term preservation and archiving of electronic documents. D365FO supports the creation of PDF outputs from SSRS reports, but PDF/A is not supported. Fortunately, Docentric AX fills this gap by allowing you to […]

Docentric AX 3.4.9 Released

Posted on November 29, 2024January 21, 2025 by Ana Gligorijevic

Tags: Free Edition, Full Edition, Version releases

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Great news! 📢 Docentric version 3.4.9 is here 🚀. This version is packed with Free Edition features, and some of them are just fabulous 🤩 We’ve recently put together the Docentric Free Edition Manifesto to give you a clear overview of what this free toolkit […]

Send Sales Invoice, Sales Confirmation and Sales Packing Slip in a Single Email

Posted on November 16, 2024December 30, 2024 by Amir Omanović

Tags: Attachments, D365FO, Emailing, Full Edition, Invoice, Print management

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I recently got a question about how to send a Sales Invoice, Sales Confirmation, and Sales Packing Slip all in one email. At first, I thought it might require changing some code, but a colleague shared an easier way to do it, and it worked […]