Docentric Free Edition for Dynamics 365 FO

We are excited to contribute to the community by delivering awesome print destination features that work with all your D365FO reports, completely for free 💙.

With Docentric Free Edition, you can improve the emailing, printing, archiving and distribution of built-in SSRS reports, such as invoices and orders. But that’s not all! Over the years, we’ve introduced additional free improvements, including enhancements to Print management, Alerts, Email templates, Attachments, License plate labels and more.

What’s more, you are also entitled to free support, hotfixes, and updates 🤩.

If you’re curious about the story behind Docentric Free Edition – what it is, why we created it, the vision and values driving it – check out our Docentric Free Edition Manifesto.

With Docentric Free Edition you can:

• Edit email body with a superior HTML editor and placeholders. Use pre-prepared email templates.
• Set up dynamic email subject and attachment filename. Add additional attachments via code.
• Configure From and Bcc. Use multiple outgoing mail servers/sender accounts. Preview emails before sending.
• Email reports using improved Email distributor batch, featuring Batch email sending status with searchable metadata, distributor and cleanup jobs for different record sets, and the ability to review and update outgoing emails.
• Utilize additional email tokens for orders, projects and delivery addresses. Automatically print reports instead of emailing them if the email tokens do not resolve to valid email addresses.
• Save reports in batch to Azure storage, SharePoint or Attachments. Use placeholders in the output filename, target blob container, etc.
• Print reports to user default printer. To successfully manage your network printers, configure allowed and favorite printers.
• Save reports to Print archive with metadata and configurable file location. Use instant document preview and download merged reports.
• Use Alerts++ as well as improved Email templates for Alert, Workflow and Retail email notifications.
• Simplify and test Document routing setup and reprint License plate labels from D365FO.
• Improve handling of Print management setup including import/export options using Docentric Print Management Data Entity and Print management utilities.
• Use Print management preview and retrieve archived reports on common journal forms.
• Improve Attachments with additional metadata such as validity period, tags, language. Use grid view with advanced filter and instant document preview, download multiple attachments either merged or zipped.
• Use Productivity Tools such as Docentric Query Browser for building queries and ad-hoc reporting, Docentric Label Browser for searching labels and translations, and Docentric Table Browser for exploring and editing table data – all directly within D365FO.
• Enhance emailing capabilities of Collections process automation to send professionally designed email reminders with attached open invoices, using improved Email distributor batch.

While Docentric Free Edition focuses on improving report delivery options, the full product version provides much more:

• Speeds up your report customization by up to 10 times.
• Helps you design reports in MS Word far more easily, making them look professional and appealing.
• Provides you with ready-made 90+ business documents to get you started.
• Delivers many document generation & distribution features, carefully designed to cover your requirements.

We are always happy to get your feedback so that we can constantly learn, improve and deliver a better solution to you. Get in touch with us today or Check what our clients say about us