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#MySummitNA 2023: Survival Guide for Customizing Electronic Reporting Configurations
Our expert, Albin Lotrič, has gathered the top practical tips and tricks for customizing ER configurations that cannot only help you survive but also thrive in Electronic reporting 🤩. Here's a sneak peek into Albin's survival kit, and what he'll be tackling during his session: […]
Meet Us at Community Summit NA 2023 in Charlotte
We are thrilled to return to Community Summit NA, the biggest D365 community event in the world 🌎 . We have the privilege of sharing our commitment to the community through the Docentric Free Edition, and our support to the world-class D365 and Power Platform Community […]
Electronic Reporting & Configurable Business Documents with Docentric Enhancements
In this presentation, our expert, Albin Lotrič, first explains the basics of Electronic Reporting and Configurable Business Documents (ER/CBD). Then, the process of customizing existing ER configurations by deriving them from the original Microsoft configurations is presented. The customization includes the changes in the configurations […]
Multiple Projects on D365FO Onebox Using Git
Choosing the right version control for D365FO customizations and development makes the life of any team easier. In this session, our expert Klemen Novak, CTO at Docentric, discusses how Git compares to TFVC, branching capabilities and strategies, and demonstrates in action how to use Git […]
DynamicsCon 2023: What do D365FO Electronic Reporting and Warehouse Labels have in common?
What do D365FO Electronic Reporting and Warehouse Labels have in common? Answer: Docentric transforms both of these complex frameworks into a user-friendly experience! Our experts Sanja Kolundžija & Albin Lotrič first show how anyone who knows how to use MS Word can design Docentric templates too. Then, they will present […]
#MySummitNA 2022: Top 7 D365FO Reporting Challenges You Can Solve Only with Docentric
Design your reports in MS Word while using Electronic Reporting configurations as data sources, electronically sign and email reports or save them to various storage types - those are just some of the topics that will be covered in this session packed with live demos. […]
Designing Overflow Checks in D365FO
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 […]
DynamicsCon 2022: Print Reports from D365FO to Local Network via Azure Files
When printing the reports from D365FO in the cloud, many business scenarios require routing the created documents to the local file system. Unfortunately, standard D365FO doesn’t provide this possibility, resulting in difficult access to the printed documents, as well as problems with legacy integrations via […]
Alerts++ in D365FO – Part 2
Alerts are one of the most popular functionalities in D365FO, but there is still room for improvements such as configurable alert email templates, emailing via Email distributor batch with attachments, creating conditional alert rules and enabling summary alert notifications. In this session, we will give […]
Alerts++ in Dynamics 365 Finance & Operations
Alerts were one of the most wanted missing functionalities in the beginning of Dynamics 365 Finance & Operations. Now they are supported, but on a basic level with room for improvements. In this session we will demonstrate how to use alerts in different business scenarios […]
Tags: Configurable business documents, D365FO, Electronic reporting, Video 