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 […]
Webinar: Create Invoices With T&Cs Using Electronic Reporting
How many times have you needed to append Terms and Conditions to your invoices? Or to embed product images and product specifications to make them look professional and appealing? Is such a fully automated process an impossible task for non-developers? Not necessarily! Join our webinars […]
Improved Electronic Reporting Business Documents
It’s been almost half a year since most D365FO users had a chance to get hands-on with ER Business Documents. It was a long-expected improvement to SSRS, but how much of an improvement and how much complexity and downgrading to the existing functionality it brings, […]
Bulk switch from SSRS report design to Docentric default template in Print management setup – Part 8 of 8
In this tutorial, we will cover the scenario where we need to switch in bulk from using the built-in SSRS report design to Docentric default template in Print management setup. The example from this tutorial works well if the Print management settings don’t contain Queries. […]
Tags: D365FO, Full Edition, Invoice, Print management, Video 