Trusted by Microsoft Partners,
Developers, Consultants and End-Users
Around the World
Read stories and testimonials from some of our partners and customers worldwide to learn how Docentric simplifies reporting and document automation — with products and support built to the highest standards, helping them get more from Dynamics 365.
Customer Success Stories
What Our Partners & Customers Say
Since I started using Docentric, it’s dramatically improved my work life. Positioning Docentric with our clients is easy, because of the increased productivity. I can confidently tell them that Docentric will cut development work in half.
Docentric for me has become a no-brainer install for all our projects! Great that you continue to update with some great features. 👏
This Free Edition is really, really cool stuff :). It shows what a huge hole there is in the standard Dynamics 365 for Finance and Operation solution. I can’t believe this really is free. It’s too good to be free!

Docentric support team helped us many times and gave us guidance for advanced scenarios regarding report design and emailing. Really appreciate the prompt support from Docentric team every time! Thank you guys, you are the best 😃 !
Suchitra Kotakonda
Senior Enterprise Applications Administrator at Symphony RetailAI

Thank you for your quick response and solution. I am really impressed with how fast and good support you offer at Docentric 😊 Thanks for your help.
Morten Skogbrott
Solution Architect at Dynacon AS

I certainly would like to express my gratitude to Docentric and to Docentric team. I have said it for years, Docentric provides such a valuable product and an outstanding level of service. When we look at the ISVs across the marketplace, you are far superior.Thank you, for all your help.
Ian Gorman
Director, Modern Platform Management at MCA Connect

Docentric is the best ISV provider I've worked with. You are always very responsive. Thank you.
Andrea Parsons
Senior IT Generalist at Luck Stone

Docentric can be pretty awesome! Redesigned our AP check with Docentric template today in about 30 minutes. Already printed two live checks. Thanks for recommending Docentric!
Chad Deason
IT Manager at Palmetto Brick Company

I certainly would like to express my gratitude to Docentric and to Docentric team. I have said it for years, Docentric provides such a valuable product and an outstanding level of service. When we look at the ISVs across the marketplace, you are far superior.Thank you, for all your help.
Terry Vipond
General Manager at Starline Windows

I’ve recently started using Docentric and I am already LOVING it. I’ve been in charge of reports in AX 2012 and now in D365 for a few years. So I can safely say that making changes before was really tedious. Docentric makes it so much easier ☺️. And, I would especially like to thank the Docentric support team for all the help.
Andrew Huisman
IT Systems Admin at Tigercat Industries Inc.

Docentric is a great tool for enabling clients to modify forms (invoices, POs, AP checks, etc.) in Dynamics 365 without the use of custom code. It carries a license cost which is far more cost-effective than paying developers to modify these forms. We recommend it with every project.
Ryan Pollyniak
Cloud Transformation Executive at Western Computer

Docentric offers a no / low code solution that empowers our customers to design and manage their forms and documents. This frees up developers from managing forms long-term, so they can focus on other priorities while allowing end-users to manage forms themselves and make required changes quickly.
Colgan McNerney
Client Executive Director at Argano

I certainly would like to express my gratitude to Docentric and to Docentric team. I have said it for years, Docentric provides such a valuable product and an outstanding level of service. When we look at the ISVs across the marketplace, you are far superior.Thank you, for all your help.
Pradeep Itnal
Sr. Dynamics 365 for Operations and AX 2012 Technical Consultant at Ax Factory

We are working on a large project with 80+ legal entities and complex multilingual document requirements, all that in on-premises deployment. Fortunately, we have been using Docentric from the very beginning and successfully implemented those requirements. Docentric support team has always been ready to help and also assist us with our custom scenarios. I’m very happy that Docentric is making our life in D365FO so much easier 🙂 !
Rita Panizzolo
Business Analyst and Docentric Expert, part of the Corporate IT Team at Mapei Group Italy

We’ve started to use Docentric for the first time this year in our Dynamics 365 for Finance and Operations projects, and we really benefited from improved Print Archive and emailing capabilities. When we needed a new feature – a possibility to insert a company logo in the email body when emailing reports, Docentric team created it for us very quickly. We’re very satisfied with efficient and professional Docentric support; they are experts in what they do.
Benoit Lhermenier
ERP Project Manager at ELCA Informatik AG

We chose Docentric mostly because we wanted to speed up our report customization that became even harder in Dynamics 365 for Finance and Operations where it has to be done using extensions. Docentric also provided us with a feature that is very important to our client but is not supported by the built-in SSRS technology: the use of custom fonts in output documents. We at Senergy appreciate working with agile and highly-experienced professionals, and I can say that Docentric's team is certainly made of such people.
Yves Wunderlin
Owner of Senergy Services AG

We decided to go into a strategic partnership with Docentric because they have a great product that delivers exactly what our customers need. Working with Docentric has proved to us that their team really does care about customer service as much as we do. It has been a pleasure working with them.
With tight integration to D365F&O and report design in MS Word, our functional consultants and even end users can easily produce great looking layouts. Docentric has also allowed us to drastically cut our overall costs for such necessary customizations.
I do look forward to seeing what new smart features they deliver in the future to help our customers with their document management and digital transformation.
With tight integration to D365F&O and report design in MS Word, our functional consultants and even end users can easily produce great looking layouts. Docentric has also allowed us to drastically cut our overall costs for such necessary customizations.
I do look forward to seeing what new smart features they deliver in the future to help our customers with their document management and digital transformation.
Roger Fleury
Dynamics Practice Lead at Shea Global Limited

You really make a difference at Docentric. What a great support ☺️. It is my pleasure to work with you, and I have really learned a lot about what is possible in D365 standard and what in Docentric. Thus, the borderlines between D365 Standard and Docentric have become a lot clearer for me, and I am sure that your add-on solution, together with your unmatched great support, will make a big difference for us here at ORDAT and our mutual customers. I look forward to many more projects in the future!
Jürgen Weber
Senior Consultant Microsoft Dynamics 365 FO/AX at ORDAT GmbH & Co.KG

When our company first started down the path of migrating our systems over to D365FO we were incredibly overwhelmed with the report designs. We found the out of the box external forms lacking in many key areas that were crucial in our communications with customers and vendors. When we made the decision to partner with Docentric they had an immediate positive impact on our form development process. Their teams are always willing to jump in and work with you to resolve any issue that you encounter or give you one on one advice on how to solve a design requirement. I will always recommend Docentric in all my future projects!
Mary Sparks
D365FO Program Manager at HBD Industries, Inc.

Docentric gave us the flexibility and efficiency we needed when customizing reports in Accounts Payable, Accounts Receivable and Warehouse Management in our Dynamics 365 for Finance and Operations projects. This tool allows us to effectively grab any data we need, without changing or extending built-in artifacts, including the ability to review and test reports right from the Docentric Designer Add-in. The experienced support team at Docentric is always prepared to go the extra mile to help and assist you achieve the wanted results.
Richard Krol
ERP Support Specialist at RPM International Inc.

As a functional consultant I often create various templates for our customers using Docentric. Many of our customers are focused on project invoices customization which may be quite a demanding task. I work with Microsoft Dynamics AX 2012 as well as with Microsoft Dynamics 365 for Finance and Operations, and Docentric has proven as a very good reporting tool in both solutions. I like Docentric's flexibility which greatly simplifies report design and empowers functional consultants to achieve stunning results. I must also say that Docentric support team has always been very responsive and helpful, always pointing me in the right direction when I encountered problems. I would recommend Docentric as a great asset in a functional consultant's toolbox.
Ivan Larsen
Consultant for Dynamics 365 for Finance and Operations at Advania Norway

Our company is implementing D365FO and realized that we needed additional and more specific forms than were available. Docentric was suggested as a solution. While there is much to learn about how to create forms for D365 using Docentric, I found the software to be quite intuitive, especially if one knows a few programming structures and how to use logic. A more-than-basic knowledge of Word is also recommended. But even better than the intuitive software is the customer support. I received very quick and thorough responses to my questions, complete with screen shots and well-written explanations. Their command of English is excellent and I felt that they truly cared about us being successful.
Lynda Steed
Executive Admin at Orbit Irrigation Products, LLC

We are really happy with Docentric! Various users expressed positive feedback even with basic things like the enhanced formatting to your “out of the box” Bill of Lading report. Also being able to immediately tweak return order report so that a note we were putting manually every time on there is now part of the report, and cleaned up so much of that report so it doesn’t have catch weights and looks so much more professional. We appreciate the value Docentric brings to our organization. Hopefully I can continue to learn more about features such as User-defined placeholders and Additional attachments so I can continue to build out value for our organization with Docentric.
Zach Bier
Vice President at Richards Manufacturing Co.

As a functional consultant I often create various templates for our customers using Docentric. Many of our customers are focused on project invoices customization which may be quite a demanding task. I work with Microsoft Dynamics AX 2012 as well as with Microsoft Dynamics 365 for Finance and Operations, and Docentric has proven as a very good reporting tool in both solutions. I like Docentric's flexibility which greatly simplifies report design and empowers functional consultants to achieve stunning results. I must also say that Docentric support team has always been very responsive and helpful, always pointing me in the right direction when I encountered problems. I would recommend Docentric as a great asset in a functional consultant's toolbox.
Philip Schneider
ERP Project Manager at Inland Seafood Corporation USA

I started working with the Docentric 4 years ago. I have been impressed with the functionalities you provided with Docentric Free Edition and also with the website, where I found many learning materials. Last year, I attended the Docentric advanced and basic training, and both were informative and useful. After this, it was easy to start designing templates for one of our clients, a well-known American manufacturer of consumer audio products. Thank you again for the great product you provide for our customers!y P.s. I also attended the DynamicsMinds conference which is hosted by you, and it was incredible! I am glad that I can attend it this year as well!
Nataliia Naumenko
Solution Delivery Manager at Argano

In my career I have been developing reports using both technologies, the built-in SSRS and Docentric AX. I have to say that I am much faster and have far more options regarding report design when using Docentric. I don’t have to build a report, deploy it and wait each time, in order to test my changes on the report design; I don’t even need to change temporary tables in order to add additional data to a report. With Docentric I managed to complete some very complex reports in Retail including invoices, purchase orders and customer account statements. I’m also very pleased with Docentric's team who always listen to our developers’ voice. They took my suggestions for how they could improve their product very seriously, implementing them as new features. I’m looking forward to working with Docentric on my next projects.
Kinda Sumlaji
Microsoft Dynamics AX Consultant at Accigo AB

We used Docentric in several projects in the utility sector. Comparing to the built-in tools, we found developing reports with Docentric significantly easier and faster. I cannot even imagine how much time we would spend on 50+ different documents that we customized for each client, without using Docentric. Some of our clients are also in the public sector that requires customization of a bunch of additional documents such as various statements, letters, claims and contracts in order to cover all legal procedures and processes. With Docentric each of these reports took us just a few hours; without Docentric, using only the built-in tools, it would take days. Docentric support team always responded within an hour if a problem appeared, and it was solved promptly. In general, we are very satisfied with Docentric as a development tool and also with its performance in production.
Matic Končan
Microsoft Dynamics AX Software Architect at Adacta

Before we started using Docentric, I have never designed any reports; this was strictly the developers' job. Since we usually have a lot of complex invoices, quotes and other documents to customize in our projects, I was really happy that with Docentric I finally got a smart tool that enabled me to implement our clients’ document requests without any help, by using familiar MS Word. Docentric’s customer support also proved as really professional; they efficiently solved or offered to help me with any questions or issues I had. I think that Docentric has opened a new possibility of designing business documents not only to functional consultants but also to our customers. Since reports are designed in MS Word, end-users are certainly able to change their layout, styles and formatting, and even dynamic data.
Cristina Perego
Senior Consultant for Dynamics AX and Dynamics 365 for Finance and Operations at Deloitte Italia