Tags: Email tokens, Emailing, Full Edition, Print destinations, Print management 
Introduction Emailing Customer-facing reports to Contact persons related to Customer in D365FO is not supported by standard email tokens. In this article you will learn how Docentric Advanced email tokens support this scenario without any customization. Many companies store communication email addresses on Customer Contact […]
Printing multiple invoices in Dynamics 365 Finance and Operations (D365FO) just got easier! Whether you need to reprint a few invoices or send hundreds to a different print destination, you can now do it directly from the Invoice journal form interactively or in batch. The […]
Starting with Docentric AX version 3.5.0, you can now print reports directly from common journal forms (such as the Customer invoice journal and Project invoice journals) even without using Dynamics 365 Finance and Operations (D365FO) Print Management. This article shows how to do exactly that […]
Need to drop hundreds of invoices into a bank’s secure inbox before the end of the day? Or push documents to tax authorities that still swear by file transfers? SFTP is still one of the most widely used services to transfer files securely, and Docentric […]
All Your D365FO Reporting Options in One Place: Docentric AX vs. SSRS
In this last part of the All your D365FO Reporting options in one place series, we compare Docentric AX to SSRS across 5 core reporting elements: Data source Format design Document generation Document distribution Configuration & Management 🎬 In this opening video, we outline how […]
All Your D365FO Reporting Options in One Place: Docentric AX vs. ER
In this part of the All your D365FO Reporting options in one place series, we compare Docentric AX to Electronic Reporting (ER) across 5 core reporting elements: Data Source, Format Design, Document Generation, Document Distribution, Configuration & Management. In the introduction video, we outline how […]
All Your D365FO Reporting Options in One Place: ER/CBD
In this article, part of our series All your D365FO Reporting options in one place, we take a closer look at Electronic Reporting (ER) and Configurable Business Documents (CBD) — D365FO feature that allows users to design, customize, and maintain business documents without code changes […]
All Your D365FO Reporting Options in One Place: SSRS
Continuing our series All your D365FO Reporting options in one place, in this article we explore SSRS – the default reporting framework in D365FO. SSRS Solution Overview We will start with an overview of SSRS (SQL Server Reporting Services), which is a standard Microsoft solution […]
Check if D365FO Print Management Settings Overrides are Configured
D365FO Print management framework gives you a lot of flexibility for a price of potentially complex maintenance and even unwanted results. If you are using D365FO Print management overrides, you know what I am talking about. A common problem is that you occasionally get unexpected […]
Tabular View, Advanced Search and Update in Bulk of D365FO Print Management Settings
So, you have mastered the D365FO Print Management, but you find it annoying that the settings are accessible one by one, instead in a convenient tabular view? It is a common configuration to have one Default and multiple Conditional setting, and perhaps also some Copy […]
