Full Edition - Docentric AX

DynamicsCon 2021: Sign Your Invoices Digitally in Dynamics 365 With Docentric

Posted on March 26, 2021March 27, 2021 by Klemen Novak

Tags: Certificates, D365FO, Electronic signature, Full Edition, Invoice, Video

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By signing your documents with digital certificates, you will prevent tampering and comply with regulations. It doesn’t matter if you created your documents with Docentric or not – you can sign any SSRS or ER document too. Join our session and see the complete reporting […]

Create Invoices with Electronic Signature in D365FO

Posted on February 8, 2021February 28, 2021 by Vilko Jenko

Tags: Certificates, D365FO, Electronic signature, Full Edition, PDF, Video

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With D365FO and Docentric, you can add electronic signatures to PDF documents generated by both SSRS and Docentric rendering engines. Certificates used for PDF signing can be stored in Azure Key Vault or D365FO database. Appearance of electronic signatures on signed PDF documents can be […]

Use Multilingual Email Templates When Emailing Invoices in D365FO

Posted on February 2, 2021March 18, 2021 by Jernej Valic

Tags: D365FO, Emailing, Full Edition, Print management, Report Email templates, Video

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Do you email invoices from D365FO to customers in multiple languages? Do you find it a bit cumbersome to set up multiple Print management settings for different languages? So far, you were able to use D365FO labels and Docentric User-defined labels in all print settings, […]

Send Sales Order Confirmation Emails with Item Attachments

Posted on February 1, 2021February 8, 2021 by Albin Lotric

Tags: Attachments, D365FO, Emailing, Full Edition, PDF, Video

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One of the frequent business requirements for emailing public facing documents, like purchase orders, sales order confirmations, invoices, etc., is adding additional attachments to the outgoing D365FO emails. As you will see, Docentric offers strong support for this functionality. You will find a flexible rule-based […]

Docentric AX 3.3.9 Released

Posted on December 27, 2020January 26, 2021 by Irena Vujcic Pavlovic

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

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The new Docentric version 3.3.9 is out, with the cool new features you asked for! Take a look at some of them. Electronic Signature Electronic signature for PDF documents generated by both SSRS and Docentric rendering engines is supported. Certificates used for PDF signing can […]

Print Management Preview

Posted on November 5, 2020February 8, 2021 by Jernej Valic

Tags: D365FO, Full Edition, Invoice, Print management, Video

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When previewing Print management reports such as Project invoice and Purchase order through Original preview and Copy preview on journals, the result are documents generated using the DEFAULT report design. This is simply because Original preview and Copy preview work without considering Print management setup. […]

Design a Check in Dynamics 365 F&O During Lunch Break

Posted on October 1, 2020December 26, 2020 by Albin Lotric

Tags: Check, D365FO, Full Edition, MS Word, Template design, Video

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Customizing checks in Dynamics 365 for Finance and Operations using SSRS is cumbersome, time consuming and requires developers. If you are a D365FO functional consultant or a power user, then you would be surprised by the simplicity of designing checks using MS Word – without […]

DynamicsCon 2020: Curing What Hurts in D365FO Reporting With Docentric

Posted on September 20, 2020December 26, 2020 by Sanja Kolundzija

Tags: D365FO, Free Edition, Full Edition, Video

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Report customization in D365FO is a painful journey, no matter whether we deal with SSRS Reports or ER Business Documents. Every step in the report design, generation and distribution is troublesome and can drive you crazy. That is exactly where Docentric reporting solution comes to […]

Customize document properties of invoices generated as PDFs in D365FO

Posted on August 12, 2020August 13, 2020 by Ana Gligorijevic

Tags: D365FO, Full Edition, Invoice, PDF, Placeholders

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We’re all probably receiving invoices from various providers and vendors in our email inbox on a regular basis. Have you ever checked the document properties of the attached PDF documents? You might have seen something like this: However, when you print an invoice from D365FO […]

Add Charges to Sales Invoice Lines through ER

Posted on July 13, 2020August 13, 2020 by Sanja Kolundzija

Tags: Charges, D365FO, Electronic reporting, Full Edition, Invoice

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In the standard D365FO Electronic Reporting (ER) report for Sales Invoice, line charges are given as a summary value, but it is a common requirement to print the detailed line charges specification. This article will guide you through the steps you need to perform to […]