Locate all customers with no primary email set in Dynamics 365 for Finance and Operations

The quickest way to locate those customers or vendors, which don’t have Primary email address set, is to personalize the Customers or Vendors forms by adding the Email address column from the related party, i.e. the corresponding field of the related record from the Global address book table. Usually we want to locate such customers […]

Email invoices with company logo in the email body in Dynamics 365 for Finance and Operations

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 of our company. Of course, we also want to have […]

Sending multiple customer invoices in a single email in Dynamics 365 for Finance and Operations

If you need to send out a single email to every customer each month, and this email needs to have all the customer-belonging invoices for the current billing period attached, check out this article that will describe such a solution for Dynamics 365 for Finance and Operations. You can also download and use the described […]

Invoice posting and printing of multiple sales orders in Dynamics 365 for Finance and Operations

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 each of his sales orders at the end of the […]

Printing Invoice to Sales Order Attachments

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, SharePoint or Attachments. What if saving to Attachments fails If […]

Some print management report destinations are not valid for batch processing

Some print management report destinations are not valid for batch processing warning occurs when posting and printing sales invoices in batch. In this article we will investigate this warning but let’s first examine how posting and printing an invoice in batch differs when Print Management setup for Customer invoice is, or is not used. Post […]

Print Sales Invoice to printer from code

You can print an existing Sales invoice to a printer through the following code, no matter how the Print Management setup of Sales Invoice might look like:

Print Sales Invoice to PDF file from code

You can print an existing Sales invoice to a PDF file named as SalesInvoice_<InvoiceId>.pdf through the following code, regardless of how the Print Management setup of Sales Invoice might look like: