In Dynamics 365 for Finance and Operations you can automatically generate and email invoices to your customers. What if there is a demand to secure the emailed invoices with passwords, for example the customer VAT number? D365FO doesn’t offer such a possibility OOTB, but fortunately […]
Are you having problems with custom fonts when you generate, print, send, or archive reports in Dynamics 365 for Finance and Operations self-service deployment environments? If this is the case, we have a new exciting feature for you. But before we dig into how Docentric […]
Docentric AX 3.3.8 Released
The new Docentric version 3.3.8 is out, with the cool new features you asked for! Take a look at some of them. General You can now add User-defined placeholders from within D365FO without coding and use them in print settings such as Email body, subject, […]
You can design Docentric templates in many ways. If you are all about beautiful designs, you will probably hire a professional designer to do it for you. But there are other approaches as well, and our customers sometimes decide to develop a new Docentric template […]
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). […]
In this article we will explain how to develop a new custom report from scratch in Dynamics 365 for Finance and Operations using Docentric. Requirements for the new report Let’s say that we want to develop a new report that will show the data from […]
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 […]
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 […]
Docentric AX allows adding a fixed watermark (e.g. ‘COPY’) to your reports such as Check or Customer invoice, but you can also add a dynamic watermark as we will describe in this article. In our case, we will use a template for Customer invoice and […]
Often there is a need to append Terms and Conditions (T&C) to a printed purchase order or invoice in Dynamics 365 for Finance and Operations. Instead of printing them as the last pages of a generated document, you can also email T&C along the printed […]
Tags: D365FO, Emailing, Full Edition, Invoice, PDF, PDF encryption 