Tags: Email tokens, Emailing, Full Edition, Print destinations, Print management 
Introduction A Sales quotation is usually sent to the person who requested it. In Dynamics 365 Finance & Operations (D365FO), you select that person as a Contact on the Quotation header. A Contact person can have multiple email addresses, each with a different Purpose. We'll […]
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 […]
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 […]
This guide lists the most commonly used Form setup settings for the Accounts payable, Accounts receivable, Procurement and sourcing and Project management and accounting modules and how they affect the report data. It is meant to be used as a reference for both Docentric template […]
This article explores how Notes and the Print Management Footer text configuration result in the report output. Form notes What Notes are going to be in the report’s output depends on two things – Form notes and Document management attachments to documents. To illustrate this, […]
