Print Management settings in D365FO is a powerful framework, which offers versatile settings possibilities. The settings often become too complex, which causes the painful maintenance. In this post I will show you how to make this task simpler by getting all the settings in one […]
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 […]
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 […]
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 […]
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 […]
When setting up the Print Management settings for reports in Accounts Receivable and Accounts Payable module in Dynamics 365 for Finance and Operations, you can specify in the To and Cc email addresses fields so called email tokens. For example, you can use the Primary […]
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 […]
If we’ve created multiple sales orders for the same customer during one month, he may want to receive a single invoice for all these sales orders at the end of the month (i.e. billing period). Or, he may want to receive a separate invoice for […]
It came as an unpleasant surprise: there is no viewer for SSRS reports shipped with Dynamics 365 for Finance and Operations On-Premises. Even worse, Microsoft has no plans to support it – ever! The following features are not intended for use in on-premises deployments. There […]
You can use Docentric File print destination to output reports to Attachments of the underlying entity, i.e. the context record of the executing report. Unlike the built-in File print destination, when using Docentric you can output reports in batch, e.g. save them to Azure storage, […]
Tags: D365FO, Data entity, Free Edition, Print destinations, Print management 