DynamicsCon 2022: Print Reports from D365FO to Local Network via Azure Files
When printing the reports from D365FO in the cloud, many business scenarios require routing the created documents to the local file system. Unfortunately, standard D365FO doesn’t provide this possibility, resulting in difficult access to the printed documents, as well as problems with legacy integrations via […]
It is a known fact that D365FO in the cloud cannot route the documents created during the report printing process to the local file system. As a result, users don’t have simple access to the printed documents, but even bigger problem is that legacy integrations […]
This article presents a new option in Docentric File print destination, saving reports to configurable Azure file shares. We will demonstrate it using the example of the Sales invoice report and to make it even more interesting, we will create a non-existing Azure file share […]
DynamicsCon 2021: Print Reports to SharePoint with Structured Metadata
SharePoint supports storing documents with metadata such as Account and Document ID, used for document search, integrations, archiving and workflows. It’s a pity that we cannot print reports to SharePoint with metadata from D365FO, right? Wait, with Docentric we can? Yes, and there is more: […]
By using this free solution, you will be able to send multiple customer invoices in a single email. You can include Sales and Free text invoices, Project invoices or both. You can also choose to send only Open invoices. Invoices for emailing can be selected […]
This article will show you how to print your reports from D365FO to Microsoft Teams and notify all the team members about the new document. To be more specific, we will use a simple scenario for a Project team. Project management can be a challenging […]
We have noticed that many organizations who use D365FO would like to send the reports from various Gmail accounts (e.g. sales, accounting, procurement, human resources) to their customers, vendors or employees. Unfortunately, D365FO enables you to create only one SMTP account, and Gmail does not […]
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, […]
IMPORTANT NOTE The Docentric Emailing Multiple Invoices (DEMI) solution has been greatly improved comparing to the solution described in this article. Learn more >> Does it happen in your type of business that some customers have multiple sales orders in short period of time, for […]
ER Formats can be run via eInvoicing, Print management (Configurable business documents) or as standalone reports. Standalone ER Formats are those which can be printed via dedicated report menu items. No matter how ER Formats are executed, if there is no destination configured or set […]
Tags: Azure Files, D365FO, Full Edition, Print destinations, Video 