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

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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, 2025October 7, 2025 by Jovica Zivkovic

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

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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

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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

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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

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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

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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

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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

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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

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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

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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 […]