Tags: Attachments, D365FO, DocuSign, Electronic signature, Full Edition, Power Automate, SharePoint 
In our previous article, we showed the full signing flow in action — from printing a PO in D365FO to receiving the signed document back automatically. If you haven’t seen it yet, you can watch the walkthrough and video demo here: 👉 From Print to […]
Imagine this: your procurement team creates and confirms a purchase order (PO) in Dynamics 365 F&O (D365FO). As soon as it goes out, the clock starts: the supplier won’t reserve inventory until they’ve acknowledged the PO. Today that often means a PDF is emailed, printed, […]
With Microsoft’s latest license enforcement changes, storage costs in Dynamics 365 Finance & Operations (D365FO) are becoming increasingly relevant. Every gigabyte counts, and if you don’t actively monitor storage, it can silently inflate your bill. Luckily, D365FO comes with several standard cleanup jobs to keep […]
DynamicsCon 2021: Print Reports to SharePoint with Structured Metadata
SharePoint supports storing documents with metadata such as Account and Document ID, used for document search, integrations, archiving and workflows. It’s a pity that we cannot print reports to SharePoint with metadata from D365FO, right? Wait, with Docentric we can? Yes, and there is more: […]
This article will show you how to print your reports from D365FO to Microsoft Teams and notify all the team members about the new document. To be more specific, we will use a simple scenario for a Project team. Project management can be a challenging […]
Save D365FO reports to SharePoint with metadata fields
In addition to system columns such as Modify and Modify By, SharePoint document libraries enable configuring additional columns, which are usually used for document metadata, e.g. Document ID and Account Number. These metadata fields can then be used for document search and filtering on SharePoint, […]
This article describes, how you can save your reports, generated in D365FO, to SharePoint. Docentric Free Edition has greatly improved the File print destination, and saving to SharePoint is one of its useful features. Our scenario will cover saving generated purchase orders to a specific […]
Many companies and organizations are using SharePoint for storing their documents, where they can be shared and used in different team settings. SharePoint allows flexible access controls and users don’t have to push documents back and forth via email. Docentric gives users the option to […]
In this article we will discuss why Microsoft SharePoint Online integration in D365FO does not work in a local development environment (OneBox) and how to fix the issue. Definition of terms Term Definition OneBox instance A development environment deployed on a local machine. Azure instance […]
