Finance agents (previously known as Copilot for Finance) are Microsoft’s AI-powered assistants designed to help with financial operations directly within Excel and Outlook to: Excel: Reconcile and match financial data. Outlook: Draft clear, personalized emails and seamlessly attach outstanding invoices or account statements. In this […]
With D365FO ver. 10.0.41 Microsoft introduced support for Customer prepayment invoice as a preview feature. It is implemented as an ER report, meaning that when a report is triggered from the Prepayment invoice form, it invokes an ER format configuration, which in turn invokes the […]
I recently got a question about how to send a Sales Invoice, Sales Confirmation, and Sales Packing Slip all in one email. At first, I thought it might require changing some code, but a colleague shared an easier way to do it, and it worked […]
Invoices and emailing go hand in hand for the majority of companies using D365FO. They set up batch job for posting and printing invoices, configure the Print management as Email print destination and voila! Every invoice is e-mailed to the matching customer. But sometimes that's […]
In Dynamics 365 for Finance and Operations (D365FO), the standard Customer account statement report summarizes financial transactions for a customer over a specified period, providing a clear overview of the outstanding balance, payments, credits, and recent transactions to ensure transparency and facilitate timely payments. Usually, […]
The User defined project invoice report (technical name: PSAManageInvoice.Report) is a standard report available in the Project management and accounting module of D365FO. It is similar to Project invoice without billing rules (technical name: PSAProjInvoice.Report) in terms of preparing the data for the invoice before […]
When printing reports from common journals such as Customer invoice journal that contains both posted Sales orders and Free text invoices, OOTB you can preview a report using Copy and Original preview or print it using Print management. In both cases, the report (e.g. Sales […]
If you need to generate a SSRS report as a byte array, you can use a utility X++ class DocSrsReportGenerator, which is delivered with Docentric Free Edition. Learn more >> However, this class cannot be used for proforma scenario. Printing Sales invoice proforma can be […]
It is a known fact that D365FO in the cloud cannot route the documents created during the report printing process to the local file system. As a result, users don’t have simple access to the printed documents, but even bigger problem is that legacy integrations […]
This article presents a new option in Docentric File print destination, saving reports to configurable Azure file shares. We will demonstrate it using the example of the Sales invoice report and to make it even more interesting, we will create a non-existing Azure file share […]
Tags: Agents, AI, Copilot, D365FO, Full Edition, Invoice 