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

Posted on March 26, 2021October 20, 2021 by Klemen Novak

Tags: Certificates, D365FO, Electronic signature, Full Edition, Invoice, Video

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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

Posted on March 26, 2021December 9, 2022 by Miha Vuk

Tags: Azure Key Vault, Certificates, D365FO, eInvoice, Electronic signature, Video

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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

Posted on March 20, 2021October 12, 2021 by Jernej Valic

Tags: D365FO, Emailing, Free Edition, Report Email templates, Video

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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

Posted on February 8, 2021February 28, 2021 by Vilko Jenko

Tags: Certificates, D365FO, Electronic signature, Full Edition, PDF, Video

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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

Posted on February 2, 2021October 12, 2021 by Jernej Valic

Tags: D365FO, Emailing, Full Edition, Print management, Report Email templates, Video

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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

Posted on February 1, 2021February 8, 2021 by Albin Lotric

Tags: Attachments, D365FO, Emailing, Full Edition, PDF, Video

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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 […]

Print Management Setup for All Modules in One Place

Posted on January 29, 2021October 29, 2023 by Albin Lotric

Tags: D365FO, Free Edition, Print management, Video

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In Docentric AX 3.3.9 version, we redesigned the Docentric AX workspace to be better organized but also to offer a quick access to Print management setup for all modules in one place. The new Print management form part in the Docentric AX workspace also contains […]

Docentric AX 3.3.9 Released

Posted on December 27, 2020April 28, 2021 by Irena Vujcic Pavlovic

Tags: Free Edition, Full Edition, Version releases, Video

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The new Docentric version 3.3.9 is out, with the cool new features you asked for! Take a look at some of them. Electronic Signature Electronic signature for PDF documents generated by both SSRS and Docentric rendering engines is supported. Certificates used for PDF signing can […]

Print Management Preview

Posted on November 5, 2020November 6, 2023 by Jernej Valic

Tags: D365FO, Full Edition, Invoice, Print management, Video

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When previewing Print management reports such as Project invoice and Purchase order through Original preview and Copy preview on journals, the result are documents generated using the DEFAULT report design. This is simply because Original preview and Copy preview work without considering Print management setup. […]

Design a Check in Dynamics 365 F&O During Lunch Break

Posted on October 1, 2020October 15, 2021 by Albin Lotric

Tags: Check, D365FO, Full Edition, MS Word, Template design, Video

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Customizing checks in Dynamics 365 for Finance and Operations using SSRS is cumbersome, time consuming and requires developers. If you are a D365FO functional consultant or a power user, then you would be surprised by the simplicity of designing checks using MS Word – without […]