Full Edition - Page 2 of 4

Email Electronically Signed D365FO ER Project Invoice With Expenses Attachments

Posted on May 17, 2021July 6, 2021 by Sanja Kolundzija

Tags: Attachments, D365FO, Electronic reporting, Electronic signature, Full Edition, Invoice, Video

No comments

D365FO project invoices are usually emailed to clients. In the case of Time and Material (T&M) projects, we register the expenses on a project, so that we can cross-charge them to our client. A common requirement is to email the receipts of project invoice expenses […]

Save D365FO reports to SharePoint with metadata fields

Posted on April 29, 2021May 25, 2021 by Jernej Valic

Tags: Full Edition, Print destinations, SharePoint, Video

No comments

Save reports to SharePoint with Metadata

In addition to system columns such as Modify and Modify By, SharePoint document libraries enable configuring additional columns, which are usually used for document metadata, e.g. Document ID and Account Number. These metadata fields can then be used for document search and filtering on SharePoint, […]

Docentric AX 3.4.0 Released

Posted on April 22, 2021April 28, 2021 by Irena Vujcic Pavlovic

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

No comments

The new Docentric version 3.4.0 is out, with the cool new features you asked for! Take a look at some of them. Saving to SharePoint with metadata Reports can now be saved to SharePoint document libraries with metadata fields such as Document ID, Account number, […]

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

Posted on March 26, 2021October 20, 2021 by Klemen Novak

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

No comments

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

No comments

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, 2021October 12, 2021 by Jernej Valic

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

No comments

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

No comments

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, 2020April 28, 2021 by Irena Vujcic Pavlovic

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

No comments

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

No comments

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, 2020October 15, 2021 by Albin Lotric

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

No comments

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 […]