In Microsoft Dynamics 365 Finance & Operations (D365 F&O), Document Routing is primarily used to print documents such as warehouse labels, shipping labels, and other reports directly to network or local printers.
The main component is the Document Routing Agent (DRA), which is installed on a Windows machine that has access to the required printers.
1. Document Routing Architecture
2. Installation steps
- Sign in to D365 F&O with an account that has the required administration permissions.
- Navigate to Warehouse management → Setup → Document routing → Document routing agents.
- Download the Document Routing Agent installer from the available download option.
- Install the agent on the Windows machine or print server.
- Launch the agent and sign in using the appropriate Microsoft Entra ID account.
- Register the agent against the correct D365 F&O environment.
- Make sure the printers are installed and accessible on that machine.
- In D365 F&O, configure the printers and document routing rules, then test printing.
For warehouse label printing, also configure the relevant document routing layouts and printer selections.
3. Important prerequisites
According to Microsoft’s documentation, verify these requirements before installation:
- .NET Framework 4.7.2 or later.
- Adobe Acrobat Reader.
- D365 security role: Document routing client.
- Microsoft Entra ID authentication.
- Printer drivers installed on the agent machine.
4. Run as a Windows service
For production environments, you can configure DRA to run as a Windows service rather than requiring an interactive desktop session.
In DRA, open Settings → Run as a Windows Service, then configure the service account in Windows Services.
The service name is:
Microsoft Dynamics 365 Finance Document Routing Service
Microsoft also specifies that the authentication token must be refreshed every 90 days. Microsoft Learn+1
5. Official Microsoft documentation
Install the Document Routing Agent – Microsoft LearnConfigure Document Routing Agent as Windows Service