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Print Management Customer Setup D365

  • 1.  Print Management Customer Setup D365

    SILVER CONTRIBUTOR
    Posted Sep 17, 2020 06:26 PM
    Hello,

    Does anyone know if there is a customer report or a report that shows customers that have print management setup in the customer record in Dynamics 365 F&O?

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    Anilda Pena
    Sr. IT Business Analyst
    Omniparts Automotive
    Franklin TN
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Print Management Customer Setup D365

    TOP CONTRIBUTOR
    Posted Sep 18, 2020 11:21 AM
    Anilda,

    I do not believe there is anything that is available out of the box that would provide this information.

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    Ian Gorman, PMP, MCSE
    Solution Architect
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Print Management Customer Setup D365

    SILVER CONTRIBUTOR
    Posted Sep 18, 2020 01:14 PM
    Ian,

    Thank you for your response.  I found there is a data entity in D365 "Print management destination emails V2" but it doesn't now sure customer name or customer account no.  We believe we will be able to add the customer name and/or customer account no. by extending the data entity. ​

    ------------------------------
    Anilda Pena
    Sr. IT Business Analyst
    Omniparts Automotive
    Franklin TN
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Print Management Customer Setup D365

    TOP CONTRIBUTOR
    Posted Sep 18, 2020 01:48 PM
    Anilda,

    Ah! That is a great start. I'll keep an eye on this thread, I'd love to see this as a possibility.

    ------------------------------
    Ian Gorman, PMP, MCSE
    Solution Architect
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Print Management Customer Setup D365

    Posted Sep 20, 2020 11:08 AM
    Hi Anilda,

    I believe that Print Management Data Entity, which is part of Docentric Free Edition (i.e. the version of our product that you can use completely for free), can help you with your task. Please learn more in this article, or start from the first article in the series.

    Kind regards,
    Ana

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    Ana Gligorijevic
    Software Architect
    Docentric
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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