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Docentric AX: Improving Documents and Reports

Автор: Docentric

Эти предложения демонстрируют расширенные технические возможности и успешно применялись клиентами
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Improve design, generation and distribution of invoices, orders, labels & other documents or reports

🌟 Why Docentric?

Customization of some key reports in Dynamics 365 Finance & Supply Chain Management (and also other applications), such as invoices and purchase orders, proves to be unexpectedly costly and limited in design, document generation and distribution. Docentric AX helps you overcome these shortcomings and also empowers you to design such business documents yourself. You can do this directly in Microsoft Word, without the help of developers and avoiding a long and expensive deployment procedure.

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🌟 What is Docentric?

Docentric AX is a complete reporting solution consisting of:

  • Microsoft Word Add-In that empowers also non-developers to quickly design templates
  • Docentric AX plug-in for Dynamics 365 Finance and Operations apps. The plug-in includes models that install into your Dynamics environment and improve document generation and distribution.
DESIGN REPORT AND BUSINESS DOCUMENT TEMPLATES FASTER
By using Microsoft Word with Docentric Add-in as a report designer, you will customize reports faster and drastically reduce costs:

  • Use all Word’s awesome features such as tables, bullets, images, styles and layout options.
  • Use state-of-the-art Docentric Add-in to bind Dynamics 365 Finance data and translations, enjoying live document preview.
  • Automate ALL your business documents including invoices, orders, contracts, letters, checks and warehouse labels with 1D/2D barcodes, and easily make them multilingual as needed.
  • Achieve a consistent on-brand look of your business documents across your company and value chain.
  • Update report designs in production without waiting for a deployment.
IMPROVE DOCUMENT GENERATION AND DISTRIBUTION
With Docentric you will gain:
  • Seamless integration with SSRS or CBD/ER reports in terms of data sources, built-in processes such as posting & printing, and security.
  • Greatly improved report distribution: emailing, printing and archiving reports.
  • Supercool integration options: saving reports with metadata to SharePoint, Azure Blob Storage and Azure Files.
  • Possibility to electronically sign outgoing documents or secure them with a password.
IMPLEMENT QUICKLY WITH MINIMUM RESOURCES AND GET EXCEPTIONAL SUPPORT
A solution without external services, highly secure and scalable, easy to deploy and configure.
Ready-made 70+ business documents to get you started.
Extensive documentation, video tutorials, blog articles, forum and extra-mile Support 💙.

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.

Быстрый обзор

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