This project provides an extension to the SrsFinanceCopilotEntity class in Microsoft Dynamics 365 Finance and Operations (D365FO), enabling advanced report generation using Docentric AX. The extension adds custom logic for generating, retrieving, and managing customer reports, leveraging both standard SSRS and Docentric reporting capabilities.
Docentric AX is a complete reporting and output management solution for Microsoft Dynamics 365 Finance and Operations. The solution provides companies and partners with a better way to create reports and automate the distribution and archiving of business documents.
The solution is offered as follows:
- Docentric AX Free Edition: Solves most common shortcomings in D365FO output management.
- Docentric AX Full Edition: Report design and advanced output management features.
A complete feature list with a comparison to standard D365FO solutions and what’s part of the Free and Full Edition is described here: https://ax.docentric.com/feature-list.
You can learn more about the solution here:
Docentric AX Full Edition is required for this solution to work.
- Custom Report Generation: Generate financial reports (Sales Invoice, Free Text Invoice, Project Invoice, Customer Account Statement) in PDF format, encoded as base64 strings.
- Docentric Integration: Decides at runtime whether to use standard SSRS or Docentric for report rendering, based on print management settings and report configuration.
- Print Archive Retrieval: Attempts to fetch previously generated reports from the print archive before regenerating.
- Print Management Support: Retrieves and applies print management settings for supported report types.
The X++ metadata in the repository is under the Metadata folder, which contains all the objects needed. We need to make the model visible to D365FO (at :\AOSService\PackagesLocalDirectory) by creating Symbolic links to the model folder on the filesystem.
Using the described approach you can use multiple Git repositories (e.g., solutions or customizations) on the same D365FO OneBox environment without hassle.
To do so, follow the next instructions (before you start, make sure you have Visual Studio closed):
- Create Symbolic Links to your D365FO models in :\AOSService\PackagesLocalDirectory executing the following commands in PowerShell as an Administrator:
.\AOS_CreateMetadataSymbolicLinks.ps1
- Remove the model
Delete the model from the :\AOSService\PackagesLocalDirectory folder.
NOTE: You will delete only symbolic links and not the source folders!
Both scripts detect the D365FO package's local folder, but with UDE environments, you have a custom metadata folder, which is set through the 'Visual Studio > Dynamics 365 Extension > Configure Metadata' in setting 'Folder for your own custom metadata'. To create a symbolic link, use .\AOS_CreateMetadataSymbolicLinks.ps1 -PackagesLocalFolder "C:\CustomAOS\PackagesLocalDirectory".
NOTE: To remove use the same parameter with script
.\AOS_RemoveMetadataSymbolicLinks.ps1 -PackagesLocalFolder "C:\CustomAOS\PackagesLocalDirectory".
The repository starts with the following folder structure:
Metadata: Folder containing the D365FO modelProjects: Folder containing Visual Studio files (e.g., solutions, projects gluing the D365FO model artifacts).AOS_CreateMetadataSymbolicLinks.ps1: Script to create the symbolic links to the AosService/PackagesLocalDirectory folder.AOS_RemoveMetadataSymbolicLinks.ps1: Script to remove the symbolic links from the AosService/PackagesLocalDirectory folder..gitattributes: Defines project-based rules for manipulating files and paths attributes when a GIT action is performed (e.g., line-endings, file compare, etc.)..gitignore: Defines project-based rules for ignoring files and folders in the Git repository.
- Sales invoice
- Free text invoice
- Project invoice
- Customer account statement