Video - Docentric AX

DynamicsCon 2023: What do D365FO Electronic Reporting and Warehouse Labels have in common?

Posted on April 15, 2023April 15, 2023 by Sanja Kolundzija

Tags: D365FO, Electronic reporting, Full Edition, License plate labels, Print destinations, Video

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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

Posted on November 10, 2022April 15, 2023 by Irena Vujcic Pavlovic

Tags: Configurable business documents, D365FO, Electronic reporting, Electronic signature, Full Edition, License plate labels, Video

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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

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 […]

DynamicsCon 2022: Print Reports from D365FO to Local Network via Azure Files

Posted on March 22, 2022November 20, 2022 by Sanja Kolundzija

Tags: Azure Files, D365FO, Full Edition, Print destinations, Video

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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

Posted on March 21, 2022June 19, 2022 by Miha Vuk

Tags: Alerts, D365FO, Video

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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

Posted on October 29, 2021November 23, 2021 by Miha Vuk

Tags: Alerts, D365FO, Video

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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 […]

DynamicsCon 2021: Print Reports to SharePoint with Structured Metadata

Posted on October 16, 2021October 20, 2021 by Klemen Novak

Tags: D365FO, Full Edition, Print destinations, SharePoint, Video

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SharePoint supports storing documents with metadata such as Account and Document ID, used for document search, integrations, archiving and workflows. It’s a pity that we cannot print reports to SharePoint with metadata from D365FO, right? Wait, with Docentric we can? Yes, and there is more: […]

Electronic Reporting & Business Documents for Beginners in D365FO

Posted on October 16, 2021November 23, 2021 by Albin Lotric

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

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Many of you have probably heard of Electronic Reporting and (Configurable) Business Documents. It allows you to customize the report data model without development by choosing what data to include and how to map it to the data sources. It also allows you to design […]

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 […]

Improved Alert Email Notifications in D365FO

Posted on July 14, 2021May 2, 2022 by Sanja Kolundzija

Tags: Alerts, D365FO, Email sending status, Email templates, Emailing, Free Edition, Video

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In this video article, we will demonstrate how Alert email notifications in D365FO are improved by Docentric. The best part? It’s completely free! Download Free Edition and try it out right away 👍. Improved Alert emails features: Use Email templates for Alert emails. In Email […]