DynamicsCon 2022: Print Reports From D365FO to Local Network via Azure Files
When printing the reports from D365FO in the cloud, many business scenarios require routing the created documents to the local file system. Unfortunately, standard D365FO doesn’t provide this possibility, resulting in difficult access to the printed documents, as well as problems with legacy integrations via […]
Alerts++ in D365FO – Part 2
Alerts are one of the most popular functionalities in D365FO, but there is still room for improvements such as configurable alert email templates, emailing via Email distributor batch with attachments, creating conditional alert rules and enabling summary alert notifications. In this session, we will give […]
Alerts++ in Dynamics 365 Finance & Operations
Alerts were one of the most wanted missing functionalities in the beginning of Dynamics 365 Finance & Operations. Now they are supported, but on a basic level with room for improvements. In this session we will demonstrate how to use alerts in different business scenarios […]
DynamicsCon 2021: Print Reports to SharePoint with Structured Metadata
SharePoint supports storing documents with metadata such as Account and Document ID, used for document search, integrations, archiving and workflows. It’s a pity that we cannot print reports to SharePoint with metadata from D365FO, right? Wait, with Docentric we can? Yes, and there is more: […]
Electronic Reporting & Business Documents for Beginners in D365FO
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
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
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
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
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 […]
Tags: Azure Files, D365FO, Full Edition, Print destinations, Video 