Tags: Collections, Customer account statement, D365FO, Emailing, Free Edition, Invoice 
In Dynamics 365 for Finance and Operations (D365FO), the standard Customer account statement report summarizes financial transactions for a customer over a specified period, providing a clear overview of the outstanding balance, payments, credits, and recent transactions to ensure transparency and facilitate timely payments. Usually, […]
The User defined project invoice report (technical name: PSAManageInvoice.Report) is a standard report available in the Project management and accounting module of D365FO. It is similar to Project invoice without billing rules (technical name: PSAProjInvoice.Report) in terms of preparing the data for the invoice before […]
When printing reports from common journals such as Customer invoice journal that contains both posted Sales orders and Free text invoices, OOTB you can preview a report using Copy and Original preview or print it using Print management. In both cases, the report (e.g. Sales […]
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 >> To learn more about the limitations and different use cases (for example, printing the SalesPackingSlip […]
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 […]
