Simplifying Report Creation With Print Management in Dynamics 365 Finance and Supply Chain Management

Creating reports shouldn’t be a burden. Aggregating, formatting, and distributing important company information to the appropriate stakeholders is essential for any business, but it’s also a task that can take substantial resources and time. It can also lead to unexpected difficulties when a report appears one way on screen and another way once it’s finalized.

Organizations need tools that can help them effectively produce reports in a timely, accurate manner while simplifying the task for users. Microsoft Dynamics 365 Finance and Supply Chain Management (F&SCM) addresses this through its Print Management function, allowing companies to streamline their document handling processes while assisting them in generating and distributing reports and other documentation efficiently.

Print Management in F&SCM is strategically integrated across multiple modules, including inventory management, accounts receivable, and accounts payable. Each module has its own set of parameters and configurations that allow users to customize how documents are printed and managed. For instance, in inventory management, users can navigate to the warehouse management parameters to set up print management for picking lists and other essential documents. This flexibility helps ensure that each department can tailor the print settings to meet their specific needs, thereby enhancing operational efficiency.

One of the significant advantages of Print Management is its ability to handle complex reporting requirements. For instance, companies dealing with diverse product lines and distribution channels, such as distributors of office products or food, can benefit immensely from this feature. By configuring Print Management, these companies can accurately generate documents like SSRS and electronic reports (ER) and distribute them to the appropriate stakeholders. This capability is particularly beneficial for businesses that need to manage multiple types of documents, such as packing slips, return confirmations, and manifests, all of which are crucial for daily operations.

Print Management is also approachable thanks to the intuitive interface. For instance, in accounts receivable and accounts payable, print management settings are conveniently located under the forms setup, making it easy for users to access and modify them as needed. This ease of use means that even users who have never used the platform can effectively manage their print settings without requiring extensive training or support.

Print Management also integrates with Azure Blob storage, meaning that information within the module is securely stored and easily accessible, even when environments are moved or updated. This is particularly important for businesses that operate in dynamic environments, where data integrity and accessibility are paramount. By leveraging Azure Blob storage, companies can preserve and apply their print management settings across different environments, maintaining operational continuity. By providing a flexible, user-friendly, secure solution, Print Management enables businesses to streamline their operations and manage critical documents efficiently.

While the Print Management module comes with out-of-the-box functionality to assist companies in getting started, configuration can take time. BDO’s team of skilled professionals understand the nuances of the Dynamics 365 platform and can guide organizations through setup, configuration, and customization to meet a business’s unique needs. This includes working with complex distribution networks and enhancing document workflows through the use of the Print Management function. Additionally, BDO can assist with helping organizations scale Print Management in F&SCM as the business grows.