Document Delivery

App

Document Delivery
for Microsoft Dynamics 365 Business Central

Category: General

Available on Microsoft AppSource for SaaS only

Electronic document send and storage for streamlined business processes for Microsoft Dynamics 365 Business Central.

Your staff will use up a lot of time manually sending out copies of documents, be those sales orders, invoices, purchase orders or the like. This can be a time-consuming tasks and one which can impact productivity for your organisation.

Document Delivery is an App specifically designed to eliminate cumbersome paper-based and time-consuming processes, enabling the email of individual documents or batches of documents, instantly or scheduled for delivery at the end of the day/overnight.

This App is user-friendly and easy to customise for your requirements; including being able to set passwords on PDF documents to ensure security.

Straightforward and defined email templates pull through the correct contact and content information to personalise each communication – all from within Dynamics 365 Business Central.

Document Delivery also contains a Document Log; the log allows for easy tracking of all sent documents, informing you if a document has errored during send and why. This is a great little feature as it allows your team to resolve the issue internally and resend the document swiftly.

Requirements

  • Dynamics 365 Business Central
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