SSRS Archives

DynamicsMinds Panel: D365FO Reporting Challenges and How Experts Address Them

Posted on August 28, 2025September 21, 2025 by Sanja Kolundzija

Tags: D365FO, DynamicsMinds, Electronic reporting, SSRS, Video, X++

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The panel discussion addresed common D365FO document reporting challenges. Our veteran panelists shared their experiences working with D365FO customers and partners in a range of project scenarios. They discussed customer reporting requirements, project challenges, and technology factors that determine successful outcomes with D365FO. This non-promotional […]

All Your D365FO Reporting Options in One Place: SSRS

Posted on June 25, 2025July 19, 2025 by Sanja Kolundzija

Tags: D365FO, Print destinations, Print management, SSRS, Video

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Continuing our series All your D365FO Reporting options in one place, in this article we explore SSRS – the default reporting framework in D365FO. SSRS Solution Overview We will start with an overview of SSRS (SQL Server Reporting Services), which is a standard Microsoft solution […]

All Your D365FO Reporting Options in One Place: Introduction

Posted on June 25, 2025September 28, 2025 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Electronic reporting, SSRS, Video

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In our new video article series, All your D365FO Reporting options in one place, we explore available reporting options in Dynamics 365 for Finance and Operations (D365FO). In this five-part series, we break down the various possibilities you have when it comes to designing, generating, […]

Use D365FO Customer Prepayment Invoice With Docentric

Posted on May 2, 2025September 21, 2025 by Sanja Kolundzija

Tags: D365FO, Full Edition, Invoice, SSRS

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With D365FO ver. 10.0.41 Microsoft introduced support for Customer prepayment invoice as a preview feature. It is implemented as an ER report, meaning that when a report is triggered from the Prepayment invoice form, it invokes an ER format configuration, which in turn invokes the […]

Form Setup Explained

Posted on April 1, 2025July 13, 2025 by Dalila Isanovic

Tags: D365FO, Print management, SSRS

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This guide lists the most commonly used Form setup settings for the Accounts payable, Accounts receivable, Procurement and sourcing and Project management and accounting modules and how they affect the report data. It is meant to be used as a reference for both Docentric template […]

Form Notes and Footer Text Explained

Posted on April 1, 2025July 13, 2025 by Dalila Isanovic

Tags: D365FO, Print management, SSRS

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This article explores how Notes and the Print Management Footer text configuration result in the report output. Form notes What Notes are going to be in the report’s output depends on two things – Form notes and Document management attachments to documents. To illustrate this, […]

Generate SSRS reports as PDF/A documents in D365FO

Posted on January 8, 2025January 19, 2025 by Albin Lotric

Tags: D365FO, Full Edition, PDF, PDF/A, SSRS

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Introduction PDF/A documents have been around since 2005. PDF/A is designed for the long-term preservation and archiving of electronic documents. D365FO supports the creation of PDF outputs from SSRS reports, but PDF/A is not supported. Fortunately, Docentric AX fills this gap by allowing you to […]

#MySummitNA 2024: All Your D365FO Reporting Options In One Place

Posted on October 12, 2024November 16, 2024 by Sanja Kolundzija

Tags: Configurable business documents, D365FO, Full Edition, SSRS

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In this session, we will focus on tools for designing, managing, generating, and distributing the operational reports in D365FO. These reports are mostly Business Documents like invoices, orders, packing slips, but also cheques, warehouse labels, etc. 👉 We will start by presenting SSRS and ER/CBD, […]

SSRS, Electronic Reporting or Export to Word and Excel: Which to Use and When

Posted on October 5, 2024September 21, 2025 by Jovica Zivkovic

Tags: D365FO, Electronic reporting, MS Word, SSRS

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Transactional Reporting in D365FO enables creating public facing documents but also internal reports. The technologies available in D365FO to support transactional reporting are SSRS, ER/Business Documents, Export to Word and Excel. SSRS requires code customization, while Electronic Reporting and Export to Word and Excel are […]

Post and Print Project Invoices in D365FO

Posted on December 20, 2023January 17, 2024 by Amir Omanović

Tags: D365FO, Invoice, SSRS

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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 […]