InterForm

Product: dynamics-ax-integration

InterForm NG

Product: dynamics-ax-integration

Reports for Microsoft Dynamics

Standard ERP Integration

Preview from Dynamics 365FO performs fast

 

This video shows the preview performance using the InterForm Cloud solution.

The integration enables previewing of the final document.

No special buttons – user interaction is the same.

Selecting a Dynamics 365FO report

 

Reports can be activated one by one, which ensures a smooth transition to InterFormNG Cloud.

Standard Dynamic 365FO report can be overridden to integrate with InterForm. This override does not have any impact on your existing reports. You can easily switch back to the standard-setting.

A report can be selected for InterForm per user or per company. This is very useful when testing.

Add data from related tables

 

Add data to existing reports. No customer coding, no need for programmer skills – simply select the tables and add the data.

Standard reports must often be customized to deliver the data needed in the final documents. This customization for each report is a step away from a standard Dynamics 365FO.

The InterForm solution offers an option to enrich reports with data from related tables. No customer coding is needed, and your Dynamics 365 FO reports are untouched.

Configuration to InterFormNG Cloud

 

InterFormNG Cloud can be any cloud server or “On-premise”.

Install the deployment package and you are ready to go.

Once the deployment package is installed, you will find the InterForm settings in the menu “System administration”.

The “General” menu shows the e-mail settings, watermark and license key.

In the e-mail setup, you can override the e-mail receiver to hinder e-mails to be sent to customers. This is very useful in a test/development scenario.

The “Watermark” is used to put a stamp-like “TEST TEST” on the documents. This is also very useful in a test scenario.

Add item images to reports

 

Item Images stored in Dynamics 365 FO can easily be utilized by InterForm.

No programming – it’s a one-click operation.

Item images can be activated in the Report Override menu.

Select this option in the report override and, run the report again.

The InterFormNG templates are prepared for showing the Item Images and are automatically inserted. The position and size can easily be changed.

For more information please contact us here:

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