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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Tags: D365FO, Electronic reporting, Full Edition, Invoice 