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 […]
Print Management Setup for All Modules in One Place
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
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
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
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 […]
DynamicsCon 2020: Curing What Hurts in D365FO Reporting With Docentric
Report customization in D365FO is a painful journey, no matter whether we deal with SSRS Reports or ER Business Documents. Every step in the report design, generation and distribution is troublesome and can drive you crazy. That is exactly where Docentric reporting solution comes to […]
Using Business Events and Azure Event Grid to Automate Report Distribution in D365FO
Automation of report distribution to an external system can be a challenge. For example, you might want to publish generated invoices on your customer portal or send them to the customer’s ERP system. In this session, you will learn how to implement a robust and […]
Convert SSRS Check to ER Business Document
Out of around 1.000 SSRS reports in D365FO, Electronic Reporting Business Documents (aka Configurable Business Documents) can be applied only to around 50 Print Management reports. What about the non-Print Management reports? It is true that you can develop ER models, model mappings and formats […]
Docentric AX 3.3.8 Released
The new Docentric version 3.3.8 is out, with the cool new features you asked for! Take a look at some of them. General You can now add User-defined placeholders from within D365FO without coding and use them in print settings such as Email body, subject, […]
Webinar: Create Invoices With Product Images and Specs Using ER
In the previous webinar we demonstrated how to append Terms and Conditions in the customer language to our invoices. In this webinar we are going a step further in perfecting them. You will now learn how to embed product images and product specifications into Sales […]
Tags: Attachments, D365FO, Emailing, Full Edition, PDF, Video 