Video Archives

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

One comment

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

2 comments

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

One comment

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 […]

Email Electronically Signed D365FO ER Project Invoice With Expenses Attachments

Posted on May 17, 2021July 6, 2021 by Sanja Kolundzija

Tags: Attachments, D365FO, Electronic reporting, Electronic signature, Full Edition, Invoice, Video

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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 […]

User-based security for network printers in D365FO

Posted on May 11, 2021May 25, 2021 by Jernej Valic

Tags: D365FO, Free Edition, Printing, Video

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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

Posted on May 4, 2021May 25, 2021 by Jernej Valic

Tags: D365FO, Free Edition, Printing, Video

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Configure User 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

Posted on April 29, 2021May 25, 2021 by Jernej Valic

Tags: Full Edition, Print destinations, SharePoint, Video

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Save reports to SharePoint with Metadata

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

Posted on April 22, 2021April 28, 2021 by Irena Vujcic Pavlovic

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

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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

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 […]