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User-based security for network 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 […]
Configure your favorite printers in D365FO
If you work in a company with hundreds or even thousands of network printers, it is certainly difficult to choose the right one when printing documents from D365FO. To address this issue, we introduced User default printers that can be configured per company, user group or […]
Save D365FO reports to SharePoint with metadata fields
In addition to system columns such as Modify and Modify By, SharePoint document libraries enable configuring additional columns, which are usually used for document metadata, e.g. Document ID and Account Number. These metadata fields can then be used for document search and filtering on SharePoint, […]
Docentric AX 3.4.0 Released
The new Docentric version 3.4.0 is out, with the cool new features you asked for! Take a look at some of them. Saving to SharePoint with metadata Reports can now be saved to SharePoint document libraries with metadata fields such as Document ID, Account number, […]
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’t matter if you created your documents with Docentric or not – you can sign any SSRS or ER document too. Join our session and see the complete reporting […]
What Is Azure Key Vault and How To Use It in D365FO
Azure Key Vault is a secure centralized store for all your certificates, keys, passwords and other credentials that you can use from a D365FO environment. In this session, we will explain what certificates, keys and secrets are, and how to create, configure and manage them […]
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. Email templates are designed using the same rich HTML editor and placeholders, and can be configured per report and company but also per […]
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 […]
Use Multilingual Email Templates When Emailing Invoices in D365FO
Do you email invoices from D365FO to customers in multiple languages? Do you find it a bit cumbersome to set up multiple Print management settings for different languages? So far, you were able to use D365FO labels and Docentric User-defined labels in all print settings, […]
Send Sales Order Confirmation Emails with Item Attachments
One of the frequent business requirements for emailing public facing documents, like purchase orders, sales order confirmations, invoices, etc., is adding additional attachments to the outgoing D365FO emails. As you will see, Docentric offers strong support for this functionality. You will find a flexible rule-based […]
Tags: D365FO, Free Edition, Printing, Video 