If you need to generate a SSRS report as a byte array, you can use a utility X++ class DocSrsReportGenerator, which is delivered with Docentric Free Edition. Learn more >> However, this class cannot be used for proforma scenario. Printing Sales invoice proforma can be […]
It is a known fact that D365FO in the cloud cannot route the documents created during the report printing process to the local file system. As a result, users don’t have simple access to the printed documents, but even bigger problem is that legacy integrations […]
This article presents a new option in Docentric File print destination, saving reports to configurable Azure file shares. We will demonstrate it using the example of the Sales invoice report and to make it even more interesting, we will create a non-existing Azure file share […]
Electronic Reporting & Business Documents for Beginners in D365FO
Many of you have probably heard of Electronic Reporting and (Configurable) Business Documents. It allows you to customize the report data model without development by choosing what data to include and how to map it to the data sources. It also allows you to design […]
By using this free solution, you will be able to send multiple customer invoices in a single email. You can include Sales and Free text invoices, Project invoices or both. You can also choose to send only Open invoices. Invoices for emailing can be selected […]
Docentric gives you the ability to generate electronically signed reports from D365FO. But what if you email your reports and use another feature provided by Docentric, sending the additional report attachments? The report document will be electronically signed, but the additional attachments won’t. What should […]
Recently, we were faced with the challenge of checking what our D365FO environment was sending and receiving over HTTPS protocol on the Internet and why the integration with external services such as Microsoft Office or SharePoint Online was not working. In order to solve the […]
Email Electronically Signed D365FO ER Project Invoice With Expenses Attachments
D365FO project invoices are usually emailed to clients. In the case of Time and Material (T&M) projects, we register the expenses on a project, so that we can cross-charge them to our client. A common requirement is to email the receipts of project invoice expenses […]
IMPORTANT NOTE The Docentric Emailing Multiple Invoices (DEMI) solution has been greatly improved comparing to the solution described in this article. Learn more >> Does it happen in your type of business that some customers have multiple sales orders in short period of time, for […]
DynamicsCon 2021: Sign Your Invoices Digitally in Dynamics 365 With Docentric
By signing your documents with digital certificates, you will prevent tampering and comply with regulations. It doesn’t matter if you created your documents with Docentric or not – you can sign any SSRS or ER document too. Join our session and see the complete reporting […]
Tags: D365FO, Free Edition, Invoice, Proforma, SSRS, X++ 