Document Links

App

Document Links
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 (App)
  • Dynamics NAV 2016 or later (Extension)
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The best thing about Clever Document Links is that anyone can easily use it. With the drag and drop feature we were able to attach any electronic document to our sales or purchase orders, giving us a little bit more information about the transaction, that might not have been ready available before.
Ted Todd
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