Feature List

The complete list of Docentric Free and Full Edition features
compared with Configurable Business Documents and SSRS Reports for better understanding.

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FEATURE	CBD	SSRS	DOCENTRIC
Designer
Designing in Word	Templates are designed in Word using built-in Content Controls and Custom XML parts, a limited technology, non-robust and non-user friendly. See gallery >>	SSRS Report Designer is a developer tool hard to comprehend, where each design change is time-consuming and costly.	Templates are designed in Word using Docentric Designer. True user-friendliness and great design capabilities. See gallery >> See the comparison between CBD, SSRS and Docentric Designer >>
Designing in Excel	Templates are static Excel documents without data binding between data models and their dynamic parts but via named ranges and cells in D365FO’s ER Format designer. Consequently, user cannot easily shift, add or remove data bound to Excel cells in a template. See gallery >>		The main purpose of designing templates in Excel is to automate Excel documents, i.e. to generate documents in Excel output format.
Preview option	User has to start the report from D365FO to see the design changes.	User has to compile, deploy and start the report from D365FO to see the design changes.	Preview at any design step to see the results – this is a huge time saver. Change sample data to test different scenarios, e.g. to conditionally show or hide the Discount column. Preview a template in different languages.
Updating templates without deployments
Template storage
Azure storage or SharePoint	Attachments (Azure Blob storage / SharePoint)	AOT	AOT / Azure Blob storage / SharePoint / File system Learn more >>
Setup inside D365FO	Flat structure; templates can be filtered per functional area.		Structured per report and report groups. Multiple templates per report, company and language, which can be selected directly on the Print destination settings form. The concept of default template per report.
Versioning	Supported via ER 'Business Document Management'.	Supported via Azure DevOps.	Supported via SharePoint / Azure DevOps.
General
Integration with Print management SSRS reports	CBD sit on top of SSRS reports and cannot be printed outside the SSRS report execution pipeline, since SSRS is responsible for preparing the report data. CBD are integrated only with Print management SSRS reports, because their execution is triggered by selecting an ER Format as the target Report format in Print management setup. However, instead of using Print management destinations, for printing ER Formats are always used ER destinations.		Docentric sits on top of SSRS reports, replacing SSRS report designs with Docentric templates and distributing generated reports via improved Docentric print destinations. Docentric templates are designed in MS Word and can be published without deployments. Report menu items and security are inherited from SSRS. Additionally, any SSRS report can be printed using improved Docentric print destinations, which is basically the essence of Docentric Free Edition.
Integration with other SSRS reports	CBD are not integrated with Non-Print management reports. However, any SSRS report can be converted to a CBD report but without ER Format, so the original report can be printed using a Docentric template and improved Docentric print destinations. This way end-users can design SSRS reports with Docentric Designer and add additional report data using ER Data models. Learn more >>		Docentric supports all SSRS reports no matter if they are Print management reports or not. It is seamlessly integrated with the SSRS framework, including Print management and business processes that result in posting and printing documents. Any SSRS report design can easily be converted into a Docentric template, without help of developers.
Integration with CBD reports			Docentric utilizes the best part of CBD, which is using ER Data models as report data sources. This way end-users and functional consultants can add additional data to reports, without help of developers. Reports are still designed with Docentric Designer and distributed via improved Docentric print destinations. Learn more >>
Integration with other ER reports			On the roadmap to support printing Docentric designs based on Non-CBD ER Data models using improved Docentric print destinations.
Provided reports OOTB	34 core documents, 64 localized documents.	Cca. 1000 reports.	For common reports, Docentric provides both SSRS and CBD Replicas (70+ reports). See the complete report list >>
Custom reports	Only custom Non-CBD ER reports can be created. Learn more >>		Learn how to create a new custom report in D365FO using Docentric >>
Report execution log inside D365FO	Supported via ER jobs, which contain only basic info such as filename and username.		Supported logging targets: AppInsights, Database. Advanced setup for report execution logging, e.g. per report, company, print destination, failure/success. Advanced search by report metadata and clean-up.
Diagnostics inside D365FO	To troubleshoot performance and other issues, you can trace the execution of ER formats from within D365FO, or to employ other tools and techniques. Learn more >>	The same as for CBD.	Print reports with system information such as installed fonts, environment flags, etc. Trace report execution times and events in the database (document generation and distribution). Dump templates and runtime DDSPs to the browser or database. Dump EMF files (printing documents) and EML files (outgoing emails) to the browser or database. Learn more >>
Moving setup data between environments without deployment	Export/Import tools for ER configurations.		All configuration settings related to reports, such as Docentric report setup, Report and Email templates, User-defined labels and placeholders, Report restricted and User favorite printers, can be moved between enviroments using Export/Import tools and Data Entities. Learn more >>
Documentation and tutorials			How-to manuals >> Blog >> Forum >>
Data sources
Adding additional data by end-users	Non-user friendly and requires deep understanding of database relations. Costly to debug when an issue appears (e.g., why a newly added field is not populated).		Docentric supports this feature by reusing ER Data models and Model mappings. In other words, a user is able to select the ER configuration on Docentric report setup as a data source for a particular report, e.g. Customer invoice. Learn more >> Alternatively, extending data sources with fields and display methods from related tables using the enhanced built-in Query form (Docentric Query Browser) is already supported for Warehouse labels and is on the roadmap for use with all reports.
Adding additional data by developers			Developers can add additional data using the cost-effective Docentric approach without extensions and without changing report data source tables or queries. Learn more >>
Extension fields included automatically			Extension fields of report data provider tables, if defined via customization, will appear in report data sources automatically. Additionally, developers can use Docentric APIs to add Extension fields from any table to report data sources.
Custom fields included automatically			Custom fields, if defined by end-users on the report related tables, will appear in report data sources automatically.
SSRS data sources			Docentric reuses SSRS report data sources while enabling reshaping and adding additional data via customization. For most of Docentric SSRS Replicas, SSRS data sources are reshaped in a user-friendly manner, while common information on the current company and user are included OOTB as well as Custom and Extension fields. Learn more >>
ER Data models			Learn more >>
Multilingual capabilities
Multilingual reports			Reusing D365FO labels. Reusing labels from ER Data models. Reusing labels of Custom fields. Ad-hoc creation of User-defined labels. Learn more >>
Multilingual print settings	Multilingual Email body and subject are supported via built-in Email templates. To make other print settings multilingual you can create and use ER Data Model fields bound to D365FO or GER labels.		Use D365FO and Docentric User-defined labels in print settings such as Email body, subject, output filename, etc. Learn more >> Additionally, you can use multilingual Email templates.
Adding new label translations by end-users			Unlike the built-in D365FO labels, Docentric User-defined labels are created and translated by end-users. They can be used either with Docentric templates or in report print settings such as Email body, subject and output filename for both Docentric and SSRS reports. Learn more >>
Modifying D365FO label translations by end-users			End-users can add missing or override existing D365FO system label translations via Docentric User-defined labels. Learn more >>
Configurable report execution language	Language can be configured per Electronic reporting format. Only pre-installed D365FO languages are supported.		Currently, report execution language is overtaken from underlaying SSRS reports, e.g. for invoices this is usually the customer language. Run-time language can be changed programmatically. On the roadmap: Language can be configured per each report run – on the Print destination settings form, allowing selection of any language, not just pre-installed languages. In combination with User-defined labels, you can now cover ALL languages for Docentric report designs and print settings, including those which are not shipped with D365FO OOTB.
Document generation
Embedded in D365FO	Embedded when the conversion to PDF does not rely on the external conversion service.	Uses SQL Reporting Services to generate documents.	Docentric Report Engine is a component fully running inside D365FO. There is no external services or dependences. Zero installation and no additional virtual machines and maintainance.
PDF output format	The conversion of Word and Excel CBD documents to PDF can be performed using either the Microsoft Office Cloud Service or local application resources, with Word-to-PDF supported in 2023 and Excel-to-PDF in Dec 2024. Local PDF conversion may result in inaccuracies or even missing standard fonts, while the external Microsoft conversion service may encounter issues with latency and limited document sizes.
Word output format	Supported for documents designed in Word.	Supported Word binary file format (.doc) only.
Excel output format	Supported for documents designed in Excel.		On the roadmap to support Excel as output format, and consequently to enable 'Export to Excel' from Docentric Viewer also for reports based on Docentric templates.
TIFF output format			TIFF is a lossless image file format, which can contain multiple pages, e.g. of scanned documents. It can also be used for archiving.
Custom fonts			Missing or custom fonts can be added as AOT resources or uploaded on-the-fly from within D365FO. Learn more >>
Barcodes	Supported through the Barcode ER data source type, which encodes any text into a barcode non-vector image for the selected barcode symbology.	Implemented with barcode fonts.	Fully supported with vector images and various symbologies, including 1D and 2D barcodes. Learn more >>
Images			Docentric Template Designer and Document Generator support all image formats. Add additional images to report data sources, such as company logos or product images through any method for extending data sources, including X++, ER, or the enhanced built-in Query form (Docentric Query Browser).
Embedding subdocuments / Attachments			You can embed subdocuments in Word and HTML format programmatically or by using ER Data models as report data sources. Learn more >> Additionally, you can use Form notes and Attachment notes as HTML subdocuments.
Merging documents / Attachments by developers			You can merge documents in Word or PDF format. The most common scenario is to append T&Cs or product specifications stored as Attachments to the main report. Learn more >>
Merging documents / Attachments by end-users
Form notes supporting HTML with placeholders			In addition to plain text, HTML is supported for Form notes, which are used as dynamic parts of designs for most common reports. HTML is configured using a rich HTML editor with report-specific placeholders.
Attachment notes supporting HTML			In addition to plain text, HTML is supported for Attachments of type Note. HTML is configured using a rich HTML editor. Notes are already part of the data source for many reports.
PDF Encryption			Protect outgoing PDF documents with configurable passwords. You can make them dynamic by using placeholders (e.g. @CustomerVATNumber@). Learn more >>
PDF Document properties			PDF document properties such as Author, Title, Subject and Keywords can be configured per report and company. You can make them dynamic and multilingual by using placeholders and labels (e.g. @SYS14204@ @InvoiceId@). Learn more >> On the roadmap is to support Custom document properties as well.
PDF Electronic signature			PDF documents can be digitally signed with X.509 certificates stored in Azure Key Vault or in the database in PFX format. Learn more >>
Restrict printing, editing and copying parts of PDFs
PDF/A Compliance			Generating PDF documents as PDF/A-compliant is supported by both Docentric Generator and SSRS Reporting Services. Supported PDF/A standard versions: PDF/A-1, PDF/A-2 and PDF/A-3. Supported PDF/A conformance levels: a, b and u. Supported use of custom fonts. Users can configure PDF/A conformance level directly on the Print destinations settings form > Options, i.e. per report execution. PDF/A conformance level is applicable for all Docentric print destinations supporting PDF output format: File, Email, Print archive, Screen, Printer > Save as PDF. Learn more >>
PDF Attachments			For all print destinations capable of generating PDF documents (Docentric Email, File, Screen, Print Archive, Printer with Save as PDF), configure which Attachments to select or which documents to generate to embed them as PDF attachments within the generated PDF report. Attachment selection and document generation are configured directly on the Print destination settings form using Additional attachment rules.
ZUGFeRD
Document distribution
Multiple target print destinations		Via Print management. Applicable only to Print Management reports.	Via Print management but also as a new feature on the roadmap for use with all reports.
Preconfigured print destinations	Via Electronic reporting destination setup.	Via Print management. Applicable only to Print Management reports.	For Print management reports - configured via Print management. For Non-Print management reports - on the roadmap: Configure print destination settings in Docentric report setup per report per company. Use them on any report dialog form including Print management setup. This will enable storing and sharing print settings between users for Non-Print management reports.
Multiple designs/templates per report	Adding new templates without coding. Template selection per company but not per language.	Only with coding.	Adding new templates without coding. Template selection per company and language.
Preview before print			Preview reports before emailing, distributing or printing. Learn more >>
Placeholders in print settings	Supported for email print settings (To and Cc fields, Email body) and output filenames only.	Limited to Email tokens, e.g. @@ and @Invoice@.	Placeholders can be used in all print settings, e.g. email bodies, subjects, output filenames, names of target Azure containers or SharePoint folders. Learn more >>
Placeholders provided OOTB			Via Docentric SSRS Replicas, which provides Custom placeholders OOTB.
Adding new placeholders by end-users	Supported, since any field from ER Data model can be used as a placeholder.		User-defined placeholders can be defined from within D365FO using the report data source and advanced formula editor. Learn more >>
Decoupled printing			Decoupled printing separates document generation and distribution, providing enhanced control, retry mechanisms and status tracking. It supports workflows such as eSignatures (e.g. DocuSign, DigiCert), report redistribution, and improved error handling and logging.
Integration with DocuSign
Print management
Integration with Print management	Print management setup is used only for ER Format selection, whereas configured print destinations are ignored. Instead, the ER destinations are used. From 10.0.17, you can configure action-dependent ER destinations and use 'Preview copy/original' from Journals. Learn more >> From 10.0.21, you can configure ER named destinations as the target destination in Print management setup and use ‘Use print management’ from Journals. Customization via code is required. Learn more >>		Seamlessly & fully integrated with Print management. See the comparison between CBD and Docentric integration with Print management >> Docentric improves Print management in many ways. See the overview >>
Print management preview			In addition to 'Preview copy/original' on journal forms, Docentric adds a new button 'Print management preview' to support report preview using the report design selected in Print management. Learn more >>
Print management data entity			Update Print management settings in bulk, or copy them between customers and environments. Learn more >>
Print management utilities (Free)			Print management utilities (Free) enable users to: Filter, sort and search all Print management settings including overrides for a legal entity in a single grid (tabular view) within a specialized form. Update Print management settings one-by-one. For bulk update, Docentric Print management data entity (part of Free Edition) can be used. Find customers and vendors with invalid or no email contacts (primary/purposes) to clean up and consolidate email addresses in the database. Learn more >> View articles and videos >>
Print management utilities (Full)			In addition to the Print management utilities (Free) features, you can perform bulk update and bulk delete of selected Print management settings, including overrides, in 2-steps submit process where you can review your changes before saving them to the database or revert them if needed. Note that while bulk update is supported via Docentric Print management data entity, bulk delete is not. Learn more >> View articles and videos >>
Download or view archived reports from journals			Download previously archived reports (e.g. invoices) from common journal forms (e.g. Invoice journal) or view them directly by opening Print Archive. Learn more >>
Print without Print management from journals			Print posted documents from common journal forms by configuring print settings on-the-fly and bypassing configured Print management. Multiple documents can be printed at once, also in batch.
Printing
Printing to network printers	Uses DRA and Adobe Acrobat. Mass printing is not supported.	Uses DRA to print to network printers. Printing to local printers from SSRS PDF Viewer.	Uses DRA to print to network printers. Printing to local printers from Docentric Viewer.
Printing to local printers	Supported if the generated report is opened in Excel/Word app.	Supported from SSRS PDF Viewer.	Supported from Docentric Viewer.
Routing files to network folders	If DRA is running as a service, the PDF documents will automatically be routed to a preconfigured local network folder.	Only if 'Print as PDF' is set via customization and DRA is running as a service. Otherwise Adobe Acrobat prints the report.	Uses DRA to route PDF files from D365FO in the cloud to a preconfigured local network folder. 'Print as PDF' option available on the Print destination settings form. Learn more >>
User default printer			End-users can set up their default printer and use it when printing reports. Administrator can configure default printers for all users. Setup can be done per user, user group and company. Learn more >>
User favorite printers			End-users can set up their favorite network printers, which makes printer selection easier when printing reports. Administrator can set up favorite printers for all users. Learn more >>
User allowed printers			Administrator can allow selection and use of particular network printers per user. Setup can be done from both perspectives: per printer and per user, also with the help of security roles. Users can print reports only to their allowed printers. Learn more >>
Report restricted printers			Administrator can restrict the selection and use of particular network printers per report. Setup can be done from both perspectives: per printer and per report. Users can print a report only to printers allowed for this report. Useful for checks, labels and other reports which should be printed to special printers only. Learn more >>
Printing with custom fonts			Custom fonts are the fonts which are not pre-installed in D365FO environments. Printing Docentric reports that contain custom fonts to network printers is supported. Learn more >>
Advanced printing features: Follow me, Using pre-defined printer trays, etc.			On the roadmap to implement Docentric DRA. Learn more >>
Printing via Universal Print			Learn about Universal Print >>
Emailing
Email body	Plain text with placeholders.		End-users can use a rich HTML editor with placeholders (e.g. Invoice ID, Customer contact name) to edit Email body directly on the Print destination settings form. Dynamic images (e.g. Company logo) are also supported. Learn more >> On the roadmap: Improved Email Body Editor with better templating capabilities to allow for conditional and repeating contents.
Use Email templates	Built-in Email templates with HTML body can be used as the email body, but not in a user-friendly way, e.g. with %1, %2,… as placeholders.		Instead of editing Email body directly on the Print destination settings form, end-users can select pre-prepared Email templates. Email templates are designed using the same rich HTML editor and placeholders, and can be configured per report and company but also per language. Furthermore, the template in the correct language will automatically be selected when emailing the report. Learn more >>
Load from Email templates			Email body can be pre-loaded by selecting a particular Email template on the Print destination settings form and modified further if needed. In this case, Email templates act as Email body snippets, i.e. as a snippet repository for different languages or email body parts. Learn more >>
Open email before sending			End-users can edit outgoing emails with printed reports before sending. Learn more >>
Email without attached report			Send an email without attached report output file. This scenario is useful when you want to leverage the printing process (e.g. in combination with the posting process or Print Management) and use the email body with placeholders to communicate key information to recipients. Learn more >>
Email providers: Graph, SMTP, Exchange
Multiple email sender accounts			Configurable ‘From’ for outgoing emails. Use aliases or different email sender accounts. Use third-party email providers. Learn more >>
Email throttling			To overcome the sending limit of 30 messages per minute for Exchange Online, you can use Email throttling which can be turned on in Email parameters. Additionally, you can turn it off for particular Additional email sender accounts in Docentric AX parameters. Learn about Email throttling >>
Bcc, Reply-to, Bounce-to and Message priority			Learn more >>
Read and Delivery receipts			Learn more >>
Email reports via Email distributor batch			Monitor and resend outgoing emails with printed reports using Batch email sending status. Learn more >>
Improved Email distributor batch			Filter Batch email sending status by new fields - Context information, Account and Document number, added and populated by Docentric for all report, workflow and alert emails. Learn more >> Select which emails to send when configuring an Email distributor batch job (‘Records to include’). Learn more >> Use Email distributor cleanup to delete or archive selected emails. Review and update all fields of email messages saved in Batch email sending status, including Recipients, Sender, Body, Subject, Attachments, etc.
Additional email tokens			In addition to standard Print management email tokens Purpose and Primary contact, additional email tokens are introduced: Order email, Project email, RFQ vendor email, Quote email, Delivery address purpose, Delivery address primary contact, On the roadmap: Advanced email tokens. Learn more >>
Printing redirections for unresolved email tokens			If the resolving of the used email tokens results in no email addresses, the printing will be redirected from Email to Printer, i.e. to the preconfigured print destination. Learn more >>
Additional email attachments by end-users	Learn more >>		Configure which Attachments to include as email attachments, in addition to the generated report, directly on the Print destination settings form using Additional attachment rules. These rules are based on criteria for selecting attachments from related Source, Account, Journal, Journal lines and other records, or Global attachments. Learn more >> On the roadmap: Configure which documents to generate using ER, SSRS or Docentric to attach to outgoing emails alongside the generated report and other email attachments. This is set up via the same Additional attachment rules form. Email attachments can also be zipped and protected with a configurable password or embedded as PDF attachments within the generated PDF report.
Additional email attachments by developers			Learn more >>
Configurable error handling for report emailing			End-users can configure how to handle invalid recipient addresses (To, Cc, Bcc) in case that email tokens or Docentric placeholders are used when emailing reports. They can choose between throwing an error, sending such emails out if possible, i.e. at least one recipient is valid, and applying Email token redirections.
Advanced emailing scenarios			Send multiple customer invoices in a single email Send Collection Letters with Overdue Invoices Send Customer Account Statements with Open Invoices
Email signing and encryption
Zip and password-protect email attachments			On the Print destination settings form, users can configure: Whether to zip additional email attachments, with or without the generated report. A password to protect the resulting zip file.
Saving to SharePoint, Azure storage, Attachments and more
Saving to SharePoint	Supported via Print archive and Power BI.		Learn more >>
Saving to SharePoint On-Premises			With Docentric, reports can be saved to any SharePoint On-Premises or Online server using configurable security settings (integration users). Furthermore, integration users can be configured per SharePoint server, site or document library. Learn more >>
Saving to SharePoint with metadata fields			Reports can be saved to SharePoint document libraries with metadata fields such as Document ID, Account ID, etc. Metadata fields can be used for document search, which also enables advanced scenarios for workflows and integrations. Saving with metadata is triggered via Saving to SharePoint, Attachments and Print archive print options, if the target document library is configured so. To map SharePoint document library columns with report metadata, common and report specific placeholders are used. Learn more >>
Saving to OneDrive for Business			Saving to OneDrive for Business is supported via SharePoint UI and APIs. On the roadmap to create a dedicated UI for selecting a target location on OneDrive.
Saving to OneDrive
Saving to Google Drive
Saving to Azure Blob storage	Supported via Electronic reporting Archive destination.		Save reports to a configured blob container and path within D365FO Azure Blob storage. Learn more >> WARNING: This feature is deprecated from Docentric version 3.4.9.1 due to Microsoft’s security changes introduced in version 10.0.41. Please transition to saving reports to external Azure storage. Learn more >>
Saving to Azure Files			Save reports to a configured Azure file share and folder path within D365FO Azure Files. Learn more >> WARNING: This feature is deprecated from Docentric version 3.4.9.1 due to Microsoft’s security changes introduced in version 10.0.41. Please transition to saving reports to external Azure storage. Learn more >>
Saving to Azure Data Lake Storage			Save reports to a specified file system and directory on D365FO Azure Data Lake Storage Gen2.
Saving to external Azure storage			Save reports to Azure Blob storage and Azure Files, by using configurable Azure storage accounts with enhanced security - Azure RBAC. Learn more >>
Saving to Azure storage with metadata fields			Save reports with metadata fields to Azure Blob storage, Azure Files or Azure Data Lake Storage. Metadata fields can be useful for integration scenarios.
Saving to Attachments		Only via e-Invoice attachment and limited to journal records.	Select Document and Record type (e.g. Journal, Sales order or Customer) that the printing report should be attached to. Introducing Category, Language, Active From and To, Tags. Saving to SharePoint with metadata is supported for those Document types bound to a SharePoint document library (Full Edition). Learn more >>
Improved eInvoice attachments			eInvoice attachments are PDF reports generated during the printing of invoices, credit notes and collection letters, which are then attached to the corresponding journal records. Document types for saving eInvoice attachments are configured in Accounts receivable parameters > Electronic documents. A new eInvoice attachment field is added to the Attachments of journal records. This field is automatically set when an eInvoice attachment is created via SSRS, ER or Docentric printing. Only one eInvoice attachment is allowed per journal record. Use the new flag for retrieving the invoice document for custom scenarios, such as e-Invoicing.
Saving with additional attachments	Learn more >>		Configure which Attachments, in addition to the generated report, to save to SharePoint, Azure storage, or other locations directly on the Print destination settings form using Additional attachment rules. These rules are based on criteria for selecting attachments from related Source, Account, Journal, Journal lines and other records, or Global attachments. Additionally, configure which documents to generate using ER, SSRS or Docentric to deliver alongside the generated report using Docentric File print destination. This is set up via the same Additional attachment rules form. File attachments can also be zipped and protected with a configurable password or embedded as PDF attachments within the generated PDF report. Currently, these scenarios can be achieved through coding.
Saving to SFTP
Archiving
Print archive	ER Print archive contains all executed ER jobs with no search capabilities. Users can choose different Document type per report and this way save invoices and orders in different locations (e.g. different SharePoint folders).	SSRS Print archive contains only one meaningful field - Report caption, which gets populated either from the report menu item label (e.g. 'Show invoice') or the report technical name (e.g. PurchPurchaseOrder.Report). No other metadata such as Document ID or Account name is available. The same Document type is used for archiving all reports, it cannot be configured and is set to the first Document type having Group ‘File’.	Great search capabilities per report metadata, e.g. Customer, Sales ID, Invoice ID. View print settings and report parameters of archived reports. Specify a note on the Print destination settings form and use it when searching archived reports. Use different Document type per company, per report or per report execution, and save invoices and orders in different locations. Saving to SharePoint with metadata is supported for those Document types bound to a SharePoint document library (Full Edition). Learn more >>
Instant document preview			View archived reports in a document preview window while browsing Print archive without having to download them.
Download single, multiple or merged PDFs		Users can download archived report documents one by one.	From Print archive you can download single, multiple or merged PDFs. You can also download the outgoing email messages and the documents generated in the output format different from PDF.
Archiving proforma reports			Saving proforma reports in Print archive is configurable per report execution - on the Print destination settings form, for those Sales-, Purch- and Project- related reports supporting proforma scenario. Learn more >>
Access from customers, vendors and journals			Access to archived reports saved in Print archive (i.e. outgoing documents such as invoices and orders) directly from Customer and Vendor cards. Learn more >> Access to archived reports (e.g. invoices) saved in Print archive or download them directly from common journal forms (e.g. Customer or Project invoice journal). Learn more >>
Archiving outgoing emails			In addition to archiving email print settings and email attachments, you can opt-in to archive the outgoing email messages. They will be stored as configured through the corresponding archiving Document type, e.g. a specific SharePoint site and folder.
Change Azure access tier for archived reports			The access tier of the archived reports saved to Azure Blob storage via Print archive can be changed to the most affordable tier - Archive. You may find this suitable for reports archived in past years. Learn more >>
Print to network printers			Printing (also in batch) of archived reports to network printers will be supported.
Report Viewer
Printing to Screen	Supported via Word and Excel Online. For PDF templates, PDF extension for web browser is used.	Integrated within D365FO. Download as PDF. Print to local printers.	Integrated within D365FO. Download as PDF. Print to local printers. Native PDF printing in common web browsers. On the roadmap: Download a dummy email message with the report PDF document attached. Learn about differences between SSRS and Docentric Viewer >>
Print to network printers			Printing to network printers from Docentric Viewer also supports: User default printer, User favorite printers, User allowed printers, Report restricted printers, Print as PDF, Placeholders in the Printer name and Output PDF filename settings.
Deep links			Deep links are shareable and secured URLs to specific forms in D365FO. Learn more >>
Export to Word and Excel		From SSRS Viewer you can export to Excel (.xlsx) and to Word binary file format (.doc). However, exported Word documents are usually not well formed, because SSRS reports are designed to produce fixed documents such as PDF and not flow documents such as Word.	From Docentric Viewer you can export to Word (.docx) the reports based on Docentric templates, and export to Excel (.xlsx) and Word (.doc) those reports based on SSRS designs. On the roadmap to enable 'Export to Excel' also for reports based on Docentric templates.
Warehouse labels
Improved License plate labels (ZPL designs)			Docentric improves Warehouse License plate labels based on ZPL designs in terms of setup and printing. You can: Simplify your Document routing setup by using additional conditions such as multiple warehouse users for target printers and ZPL layouts. Test the setup, without printing labels to physical printers. Reprint labels from D365FO, with or without using the setup. Use both ZPL-based label layouts: Document routing layouts and new Label layouts. Use Dynamic printer selection. Configure a Fallback printer for Dynamic printer selection if no printer is resolved. Learn more >>
Improved License plate labels (Docentric designs)			Docentric improves Warehouse License plate labels in terms of design (via Docentric templates), setup and printing. In addition to all Free Edition features, you can: Use Docentric templates instead of / in addition to ZPL layouts to enable user-friendly label design, multilingual capabilities and print preview. Add additional data to License plate labels without coding, by using Electronic reporting. Use Label layout data sources to design License plate labels based on Docentric templates. The queries behind Label layout data sources are created using the enhanced built-in Query form (Docentric Query Browser). Configure page orientation for printing License plate labels based on Docentric templates. Monitor print jobs in Document routing status via label metadata such as Warehouse, Work, License plate and User. Learn more >>
Improved License plate labels (Mobile app)			Number of copies and other fields will be supported in WHS mobile app.
Improved Warehouse Wave labels			Docentric improves Warehouse Wave labels in terms of design, setup and printing.
Improved Warehouse Container labels			Docentric improves Warehouse Container labels in terms of design, setup and printing.
Improved Custom labels			Docentric improves Custom labels in terms of design, setup and printing.
Attachments, Alerts, Workflows, Email templates
Improved Attachment handling			The built-in Attachments are extended with additional fields such as tags, category, language and validity period, which you can use for custom scenarios, otherwise used for Attachment selection when distributing reports. Added a tabular view of: Attachments for a table record, all Attachments across a company. Attachment tabular view includes: advanced filtering, updating fields in bulk and bulk delete, downloading multiple Attachment files as a zip or merged PDF, uploading multiple Attachment files at once (on the roadmap), instant document preview (on the roadmap).
Configurable SharePoint storage for Attachments			Uploading Attachment files to SharePoint with metadata. Improved SharePoint file picker control (Free Edition). SharePoint On-Premises (on the roadmap).
Configurable Azure storage for Attachments			You can configure Document types to store Attachments to a particular blob container and blob path on D365FO Azure Blob storage, or to a particular file share and folder path on D365FO Azure Files. Additionally, you can set up the access tier when saving Attachments to Azure Blob storage. On the roadmap to support advanced setup per entity, e.g. which file share and folder path or SharePoint library to use when attaching files to Customer, Sales order, etc.
Configurable external Azure storage for Attachments			You can configure Document types to store Attachments to an external Azure Blob storage or Azure Files.
Improved Alerts			When creating an alert rule, users can: Select an Email template for alert emails. Choose whether to send alert emails synchronously or via Email distributor batch. Use placeholders in alert email recipients: To, Cc, Bcc. Attach alert-related Attachment documents to outgoing emails. In addition to the user, configure a user group that will also be alerted. Configure the condition to be fulfilled to generate alerts. Use tabular view with advanced filtering and bulk delete. Users can edit Email templates for alerts using a rich HTML editor with common and alert-rule specific placeholders. Improved alert rules >> Improved alert emails >> Create alert in a single click >>
Alert summary emails			Send periodic alert summary emails for specific alert rules, tables or time period to the configured recipients. Send summary emails synchronously or by using Email distributor batch. Use Email templates to design summary emails in rich HTML editor with placeholders. Use the Cc and Bcc recipients as well as placeholders in the To, Cc, Bcc fields. Alert summary emails >>
Improved Alert, Workflow and Retail email notifications			Edit Organization and System email templates used for alert, workflow and retail notifications using a rich HTML editor with placeholders, including WF comments, dynamic images and tables. Attach context-related Attachment documents to outgoing emails. Improved Email distributor batch is supported for Alert and Workflow emails as well as any other emails created from Email templates and sent via Email distributor batch through Docentric APIs. Learn more >>
Improved Collections process automation emailing			Enhanced System email templates: Design templates using a rich HTML editor with placeholders. Improved emailing: Send emails via Batch email sending status using (Docentric) email distributor batch. Attach corresponding open invoices, retrieved from configurable invoice sources with fallback options. Learn more >>
Productivity Tools
Docentric Query Browser			Build ad-hoc queries directly within D365FO and save them per user. Select which table fields and methods to include in the query results. Add related tables with a configurable join mode. Use Aggregate, Group by and Having options. Preview query results and export them to Excel. Copy SQL to the clipboard for quicker understanding of the query design. Use the Export/Import functionality to share queries between users and environments. Access from any form in D365FO and Docentric Table Browser. With ad-hoc queries, you gain ad-hoc reporting capabilities. Learn more >>
Docentric Label Browser			Search system labels directly within D365FO – no Visual Studio needed. Labels added through customization are included in the search. Search by label ID or translation in selected languages using advanced Find options. Check existing translations or identify missing ones for any language. Works faster than the Label Search in Visual Studio. Learn more >>
Docentric Table Browser			Opens AX tables within D365FO, allowing CRUD operations in development environments. Provides quick access to Docentric Query Browser and Docentric Label Browser. Displays tables and fields along with their IDs and SQL names, and allows searching all tables by Table ID, Table name or SQL name. Learn more >>
Improved Batch jobs			Enhances Batch job history with log messages displayed in a dialog and adds a Log column to the grid to indicate whether a batch job produced warnings or errors. Enables exporting Batch job logs, including large, untruncated messages, to Excel for detailed analysis. Introduces a Batch job recurrence overview form to show when and how often batch jobs are scheduled to run. Improves Batch job alert emails by supporting Email templates, dynamic recipients, and, if configured, the (Docentric) Email distributor batch for sending alerts. Adds a Batch job alerts overview to review how alerts are configured for status changes (Ended, Error, and Canceled).
System & Utilities			Context Menu Framework. Learn more >> Copy to Clipboard Framework. Learn more >> Manage and convert documents in X++, e.g. merge PDF documents or convert PDF to EMF. Learn more >> Azure storage and SharePoint APIs in X++, and more.
AI-Driven features
Collections in Outlook in MS 365 Copilot for Finance			Generates open invoices and account statements directly from Outlook using MS 365 Copilot for Finance. Supported reports: Sales invoice, Free text invoice, Project invoice and Customer account statement. Works with both Free and Full Edition, depending on whether the reports are based on Docentric templates or SSRS report designs.

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