#MySummitNA 2024: All Your D365FO Reporting Options In One Place

In this session, we will focus on tools for designing, managing, generating, and distributing the operational reports in D365FO. These reports are mostly Business Documents like invoices, orders, packing slips, but also cheques, warehouse labels, etc. 👉 We will start by presenting SSRS and ER/CBD, […]

Video Delete all Redundant D365FO Print Management Overrides

Are you using D365FO Print management overrides? There are situations where it is justified, for example, if you need to use different Project invoice report formats for different clients. There are also situations where companies misuse the Print management overrides, for example, in combination with […]

Video Tabular View, Advanced Search and Update in Bulk of D365FO Print Management Settings

So, you have mastered the D365FO Print Management, but you find it annoying that the settings are accessible one by one, instead in a convenient tabular view? It is a common configuration to have one Default and multiple Conditional setting, and perhaps also some Copy […]

Video Electronic Reporting & Configurable Business Documents With Docentric Enhancements

In this presentation, our expert, Albin Lotrič, first explains the basics of Electronic Reporting and Configurable Business Documents (ER/CBD). Then, the process of customizing existing ER configurations by deriving them from the original Microsoft configurations is presented. The customization includes the changes in the configurations […]

Video DynamicsCon 2023: What do D365FO Electronic Reporting and Warehouse Labels Have in Common?

What do D365FO Electronic Reporting and Warehouse Labels have in common? Answer: Docentric transforms both of these complex frameworks into a user-friendly experience! Our experts Sanja Kolundžija & Albin Lotrič first show how anyone who knows how to use MS Word can design Docentric templates too. Then, they will present […]

PDF/A Standard Versions and Conformance Levels

The PDF/A standard defines specific requirements and constraints on the PDF file format to ensure that PDF/A-compliant documents are self-contained, device-independent and suitable for long-term archiving (the “A” stands for archive). These requirements include guidelines for fonts, color, metadata, transparency and other aspects of PDF […]