Template design Archives

All Your D365FO Reporting Options in One Place: Docentric AX vs. ER

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

Tags: Configurable business documents, D365FO, Dynamics 365, Electronic reporting, Full Edition, Print destinations, Print management, Template design, Video

No comments

In this part of the All your D365FO Reporting options in one place series, we compare Docentric AX to Electronic Reporting (ER) across 5 core reporting elements: Data Source, Format Design, Document Generation, Document Distribution, Configuration & Management. In the introduction video, we outline how […]

Enhance TAS reports and emails in D365FO with Docentric

Posted on June 24, 2025July 13, 2025 by Jovica Zivkovic

Tags: D365FO, Free Edition, Full Edition, Template design

No comments

In this article, we show how to use Docentric AX to customize reports even from third-parties like SKsoft’s Treasury Automation Suite (TAS). SKsoft’s TAS helps you automate bank connectivity, cash management, and payment workflows, giving straight-through processing and real-time visibility across banks and formats. Customizing […]

Designing Overflow Checks in D365FO

Posted on April 19, 2022April 25, 2022 by Albin Lotric

Tags: Check, D365FO, Full Edition, MS Word, Template design, Video

2 comments

This article describes how to design a check using Docentric AX Designer when the check transactions span multiple pages, making it so-called overflow checks. Let us say our goal for today is to design a check that will be placed in the middle of the […]

Designing Checks as Easy as It Gets in D365FO

Posted on August 15, 2021October 20, 2021 by Albin Lotric

Tags: Check, D365FO, Full Edition, MS Word, Template design, Video

2 comments

Many D365FO users in the US and Canada know how difficult designing and printing checks can be. Out-of-the-box support for checks in SSRS is limited to a few basic setup options, some of which affect the print layout. In most cases, some design changes are […]

Design a Check in Dynamics 365 F&O During Lunch Break

Posted on October 1, 2020October 15, 2021 by Albin Lotric

Tags: Check, D365FO, Full Edition, MS Word, Template design, Video

No comments

Customizing checks in Dynamics 365 for Finance and Operations using SSRS is cumbersome, time consuming and requires developers. If you are a D365FO functional consultant or a power user, then you would be surprised by the simplicity of designing checks using MS Word – without […]

Printing reports with custom fonts in self-service deployment environments

Posted on May 21, 2020January 24, 2021 by Klemen Novak

Tags: Custom fonts, D365FO, Full Edition, MS Word, PDF, Template design

No comments

Are you having problems with custom fonts when you generate, print, send, or archive reports in Dynamics 365 for Finance and Operations self-service deployment environments? If this is the case, we have a new exciting feature for you. But before we dig into how Docentric […]

Create a new Docentric template based on a PDF sample document

Posted on October 30, 2019April 22, 2020 by Jernej Valic

Tags: D365FO, Full Edition, MS Word, PDF, Template design

No comments

You can design Docentric templates in many ways. If you are all about beautiful designs, you will probably hire a professional designer to do it for you. But there are other approaches as well, and our customers sometimes decide to develop a new Docentric template […]

Create a new custom report in D365FO using Docentric

Posted on September 9, 2019August 7, 2022 by Ana Gligorijevic

Tags: D365FO, Full Edition, SSRS, Template design

8 comments

In this article we will explain how to develop a new custom report from scratch in Dynamics 365 for Finance and Operations using Docentric. Requirements for the new report Let’s say that we want to develop a new report that will show the data from […]

Add dynamic watermark to your reports in D365FO

Posted on February 16, 2019November 22, 2020 by Albin Lotric

Tags: D365FO, Full Edition, MS Word, Template design, Watermark

No comments

Docentric AX allows adding a fixed watermark (e.g. 'COPY') to your reports such as Check or Customer invoice, but you can also add a dynamic watermark as we will describe in this article. In our case, we will use a template for Customer invoice and […]

Append Terms and Conditions to printed Purchase orders or Invoices in D365FO

Posted on December 19, 2018November 22, 2020 by Ana Gligorijevic

Tags: D365FO, DSP class, Full Edition, MS Word, Subdocuments, Template design

9 comments

Often there is a need to append Terms and Conditions (T&C) to a printed purchase order or invoice in Dynamics 365 for Finance and Operations. Instead of printing them as the last pages of a generated document, you can also email T&C along the printed […]