Print Customer and Project Invoices in Bulk and Batch from Invoice Journals

Printing multiple invoices in Dynamics 365 Finance & 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 Customer invoice journal and Project invoice journal forms […]

Print Customer and Project Invoices from Invoice Journals Without Print Management

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 that with […]

Create Invoices with Product Images and Specifications Using ER in D365FO

An industrial tools supplier got feedback from customers that their invoices were too plain. The documents looked basic and didn’t include helpful product details. Customers wanted more than just a price list. They wanted to see the products they ordered and get a short info […]

Email D365FO Invoices and Statements with Finance Agents in Outlook

Finance agents (previously known as Copilot for Finance) are Microsoft’s AI-powered assistants designed to help with financial operations directly within Excel and Outlook to: Excel: Reconcile and match financial data. Outlook: Draft clear, personalized emails and seamlessly attach outstanding invoices or account statements. In this […]