Many D365FO users in the US and Canada know how difficult designing and printing checks can be. Out-of-the-box support for checks in SSRS is limited to a few basic setup options, some of which affect the print layout. In most cases, some design changes are […]
Tag: Full Edition (42)
Email Invoice and T&Cs with Electronic Signature in D365FO
Docentric gives you the ability to generate electronically signed reports from D365FO. But what if you email your reports and use another feature provided by Docentric, sending the additional report attachments? The report document will be electronically signed, but the additional attachments won’t. What should […]
Save D365FO reports to SharePoint with metadata fields
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, […]
Send Sales Order Confirmation Emails with Item Attachments
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 […]