Print destinations - Docentric AX

Using Business Events and Azure Event Grid to Automate Report Distribution in D365FO

Posted on September 19, 2020December 28, 2020 by Miha Vuk

Tags: Azure Event Grid, Azure storage, D365FO, Free Edition, Print destinations, Video

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Automation of report distribution to an external system can be a challenge. For example, you might want to publish generated invoices on your customer portal or send them to the customer’s ERP system. In this session, you will learn how to implement a robust and […]

Use SMTP4DEV for testing emails without sending in D365FO

Posted on August 27, 2020January 20, 2021 by Jovica Zivkovic

Tags: D365FO, Emailing, Print destinations, smtp4dev

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Testing email functionality in Dynamics 365 for Finance and Operation takes time and might not be so fun. There is an overwhelming number of email testing scenarios. Imagine that you are testing emailing of invoices or collection letters in D365FO that is constantly filling up […]

Save PDF Documents from D365FO in Cloud to Local File System

Posted on June 14, 2020June 17, 2020 by Ana Gligorijevic

Tags: D365FO, DRA, Invoice, Print destinations

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Docentric introduces a new printing option Print as PDF that enables routing of PDF files from Dynamics 365 for Finance and Operations in the cloud to the local file system, for example a shared network folder. The Print as PDF feature can be used only […]

Why would you want to print your D365FO reports to Azure storage?

Posted on June 6, 2020September 26, 2020 by Ana Gligorijevic

Tags: Azure Event Grid, Azure storage, D365FO, Free Edition, Print destinations

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If you check your options with SSRS print management, you will see that they are pretty modest. You can view or print reports, and do some basic emailing and archiving. For example, reports are emailed without the email body and archived with no metadata. Not […]

Print Reports to Attachments in D365FO

Posted on June 5, 2020June 11, 2020 by Ana Gligorijevic

Tags: Attachments, D365FO, Free Edition, Invoice, Print destinations

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You can print particular reports such as invoices and collection letters to Attachments of the corresponding journals only by using the e-Invoice attachment option settable on the customer card in Dynamics 365 for Finance and Operations. But what if you want to save an invoice […]

Save Purchase orders to SharePoint in D365FO

Posted on April 12, 2020May 12, 2020 by Albin Lotric

Tags: D365FO, Free Edition, Placeholders, Print destinations, SharePoint

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This article describes, how you can save your reports, generated in D365FO, to SharePoint. Docentric Free Edition has greatly improved the File print destination, and saving to SharePoint is one of its useful features. Our scenario will cover saving generated purchase orders to a specific […]

Ensure that your outgoing emails in D365FO don’t end up as SPAM

Posted on January 14, 2020April 22, 2020 by Jernej Valic

Tags: D365FO, Emailing, Free Edition, Invoice, Print destinations

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Dynamics 365 for Finance and Operations enables sending automated emails with printed business documents such as invoices, orders and statements to our customers and vendors. It is very important that these emails don’t end up in their spam folders. There are some general recommendations we […]

Email Purchase Order with Terms and Conditions in D365FO

Posted on September 15, 2019October 23, 2019 by Albin Lotric

Tags: Attachments, D365FO, Emailing, Full Edition, Print destinations

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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

Posted on August 15, 2019April 22, 2020 by Albin Lotric

Tags: D365FO, Full Edition, Invoice, Print destinations, Print management

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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 […]

Let end-users edit outgoing emails with quotes before sending them out from D365FO

Posted on August 6, 2019April 22, 2020 by Albin Lotric

Tags: D365FO, Emailing, Free Edition, Print destinations, Quote

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When a quote or a purchase order is printed in Dynamics 365 for Finance and Operations, it can automatically be emailed to your prospect or vendor. In addition to that, Docentric Free Edition enables you to preview a generated document before letting D365FO continue with […]