Multiple use of Report caption

Report caption is usually set to the caption of the report menu item, e.g. Customer account statement. Sometimes, the report menu item caption ‘got lost’ in the report execution pipeline and the technical report name (i.e. name of the report in AOT) becomes visible to […]

Email reports with images from database in the email body in Dynamics 365 for Finance and Operations

Let’s say that we want to email reports from Dynamics 365 for Finance and Operations with some attractive content in the email body including images. Beside static content, some email parts can be dynamic and specific for every report execution. Standard Dynamics 365 for Finance […]

Email invoices with Company logo in the email body in Dynamics 365 for Finance and Operations

Let’s say that we want to email invoices to our customers from Dynamics 365 for Finance and Operations with some useful information in the email body such as billing period and due date. Moreover, we want to have this information nicely designed, using the styles […]

Dynamic report filenames in Print archive in Dynamics 365 for Finance and Operations

IMPORTANT NOTICE: From the version 3.3.0 Docentric improves the built-in Print archive by adding features described in this articles out-of-the-box. Find out more >> If you have a need to save reports to Print archive using dynamic filenames and not the default ones (which are […]

Sending multiple customer invoices in a single email in Dynamics 365 for Finance and Operations

IMPORTANT NOTE The Docentric Emailing Multiple Invoices (DEMI) solution has been greatly improved comparing to the solution described in this article. Learn more >> If you need to send out a single email to every customer each month, and this email needs to have all […]