Video Use Multilingual Email Templates When Emailing Invoices in D365FO

Do you email invoices from D365FO to customers in multiple languages? Do you find it a bit cumbersome to set up multiple Print management settings for different languages? So far, you were able to use D365FO labels and Docentric User-defined labels in all print settings, […]

Video Bulk switch from SSRS report design to Docentric default template in Print management setup – Part 8 of 8

In this tutorial, we will cover the scenario where we need to switch in bulk from using the built-in SSRS report design to Docentric default template in Print management setup. The example from this tutorial works well if the Print management settings don’t contain Queries. […]

Video Bulk switch from one SSRS report format to another in Print management setup – Part 7 of 8

In this tutorial, we will cover the scenario where we need to switch in bulk from using one SSRS report format to a different one in Print management setup. Imagine that you are using many customer or vendor specific Print management settings configured to use […]

Video Change email settings in Print management setup in bulk – Part 6 of 8

In our previous tutorial, we demonstrated how to change the target print destination from SSRS Email to Docentric Email of Print management settings in bulk using Docentric Print Management Data Entity and Excel. In this tutorial, we will show you how to change Docentric email […]

Video Change the target print destination in Print management settings in bulk – Part 5 of 8

Assume that you are using SSRS Email print destination for printing your invoices but at the same time, you have overridden Print management settings for hundreds of customers in order to specify different email recipients and subject for each customer. But then you’ve learned about […]

Video Copy Print management settings between environments – Part 3 of 8

Second basic scenario supported by Docentric Print Management data entities is copying between environments, e.g. from your Test to your Production environment. IMPORTANT: The video in this tutorial uses the Docentric Print Management Settings data entity, but we strongly recommend that you use the Docentric […]