Email Purchase Order with Terms and Conditions in D365FO

In this article, we will explain how to set up the emailing process of purchase orders using Docentric to achieve the following scenario. We want our outgoing emails, which are automatically generated by D365FO, to have an additional document attached – Terms and Conditions (T&Cs). […]

Using Financial dimensions in Print management in D365FO

Just recently I’ve been asked how to set up Print management to enable selection of different Free text invoice designs based on the information found in Financial dimensions. Print management setup doesn’t offer you dimensions data on the Invoice journal table, which is available on […]

Email an invoice with additional attachments from D365FO

This article describes a setup-based solution for emailing reports with additional attachments from D365FO. We will show a step-by-step configuration which enables you to email an invoice with Terms & Conditions and product specification as additional attachments from D365FO. Before writing this post, I tried […]

Deep links (aka drill-through links) in SSRS reports in Dynamics 365 for Finance and Operations

You can enable deep links (aka drill-through links) in SSRS reports in Dynamics 365 for Finance and Operations by setting the Action property on the wanted textbox to Go to URL and then to specify the expression for URL using the following utility method:

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Printing reports with custom fonts in Dynamics 365 for Finance and Operations

In this article we will explain how to use custom fonts in Dynamics 365 for Finance and Operations reports when printing them on physical printers. By “custom fonts” we mean fonts that are not installed in a D365FO environment. Printing using Document Routing Technically speaking, […]