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 […]
In this article, you will learn how to extend Electronic reporting print destinations to enable saving reports to Azure Files, external Azure Blob storage or File system (applicable only for on-premises environments). We have also provided the working implementation so you can install it and […]
Using Business Events and Azure Event Grid to Automate Report Distribution in D365FO
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 […]
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 […]
UPDATE TO THIS ARTICLE From Docentric version 3.4.3, saving reports to configurable Azure file shares is supported. You can mount an Azure file share as a network drive and this way enable routing from D365FO in the cloud to your local network. Docentric introduces a […]
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 […]
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 […]
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 […]
Tags: Full Edition, Print destinations, SharePoint, Video 