Create a new Docentric template based on a PDF sample document

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 that looks similar (or even exactly the same) as an […]

Add dynamic watermark to your reports in D365FO

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 make Invoice number show up as the watermark. Limitations Because […]

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

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 purchase order or invoice. While our reporting add-on for D365FO […]

Label Design in MS Word with Docentric AX Designer

With Docentric AX you design reports directly in MS Word using all Word’s powerful features. MS Word is a versatile tool that also enables us to design labels for products, shelfs, etc. To effectively design a sheet of the same label (e.g. 3 x 6 labels per A4 portrait page) the following steps should be […]