Video Improved Alert Email Notifications in D365FO

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 ūüĎć. Improved Alert emails features: Use Email templates for Alert emails. In Email […]

Video Email Electronically Signed D365FO ER Project Invoice With Expenses Attachments

D365FO project invoices are usually emailed to clients. In the case of Time and Material (T&M) projects, we register the expenses on a project, so that we can cross-charge them to our client. A common requirement is to email the receipts of project invoice expenses […]

Video User-based security for network printers in D365FO

User Allowed Printers in D365FO
User Allowed Printers in D365FO

While previous Docentric versions supported report-based security for network printers in D365FO, called¬†Report restricted printers, with¬†version 3.4.0¬†we introduced user-based security for network printers. This feature is called User allowed printers¬†and enables administrators to configure which printers are allowed for which users. This can come in […]

Video DynamicsCon 2021: Sign Your Invoices Digitally in Dynamics 365 With Docentric

By signing your documents with digital certificates, you will prevent tampering and comply with regulations. It doesn‚Äôt matter if you created your documents with Docentric or not ‚Äď you can sign any SSRS or ER document too. Join our session and see the complete reporting […]

Video Configure Invoice Email Settings Faster by Using Email Body Snippets

In this video, we will demonstrate how¬†Email templates¬†from¬†Docentric report setup¬†can be used as snippets when configuring the email body for the¬†Sales invoice¬†report. In general,¬†Email templates¬†can act in two ways: As Email templates of outgoing emails, to better support multilingual requirements. Learn more >> As Email […]

Video Create Invoices with Electronic Signature in D365FO

With D365FO and Docentric, you can add electronic signatures to PDF documents generated by both SSRS and Docentric rendering engines. Certificates used for PDF signing can be stored in Azure Key Vault or D365FO database. Appearance of electronic signatures on signed PDF documents can be […]