Microsoft Dynamics 365 FO
Enhanced business documents and reports
Challenge
In Dynamics 365 Finance and Supply Chain implementations, clients often need to customize documents and reports. Out-of-the-box approaches using SSRS and Electronic Reporting are time-consuming and developer-resource-intensive. These methods often delay implementation schedules and increase costs, making them hard to justify to customers.
Solution
Improved design, generation, security, and distribution of invoices, orders, forms, checks, warehouse labels, and other documents and reports with Docentric AX. We have partnered to help you reduce D365FO implementation time and costs.
Design
Design
Up to 10x faster template design by business and functional users.
Manage
Manage
Management of designs and print management within D365FO.
Generate
Generate
Secure and scalable document generation built into F&O, eliminating the need for additional VMs. No data leaves D365FO.
Distribute
Distribute
Improved document distribution, configurable in F&O without coding.
Key elements comparison
SSRS limitations
Design
Designing SSRS reports requires a developer in Visual Studio and is not user-friendly. The testing approval process is lengthy.
Docentric AX improvements
Design
Docentric AX enables easy design of business documents and reports using MS Word or Excel without needing developers.
Manage
Templates are deployed via code, requiring a developer. Storage options are limited.
Manage
Business users can manage templates for different companies and languages directly in D365FO.
Generate
Documents are generated using an external SSRS service, which does not meet modern requirements, such as dynamic filenames.
Generate
Docentric AX document generator is built into D365FO, eliminating the need for additional servers and ensuring high performance, security, and scalability.
Distribute
Very limited features, such as fixed subject lines and email body, only file download, and basic archiving.
Distribute
Docentric AX significantly improves distribution with rich emailing features, various file storage locations, improved archiving and printing.
Key elements comparison
SSRS limitations
Design
Designing SSRS reports requires a developer in Visual Studio and is not user-friendly. The testing approval process is lengthy.
Manage
Templates are deployed via code, requiring a developer. Storage options are limited.
Generate
Documents are generated using an external SSRS service, which does not meet modern requirements, such as dynamic filenames.
Distribute
Very limited features, such as fixed subject lines and email body, only file download, and basic archiving.
Docentric AX improvements
Design
Docentric AX enables easy design of business documents and reports using MS Word or Excel without needing developers.
Manage
Business users can manage templates for different companies and languages directly in D365FO.
Generate
Docentric AX document generator is built into D365FO, eliminating the need for additional servers and ensuring high performance, security, and scalability.
Distribute
Docentric AX significantly improves distribution with rich emailing features, various file storage locations, improved archiving and printing.