Interaction Notification

Dynamic Notification template creation for active contacts and create interaction log entries.

Direct entry creation in Integration Log Entry book from different source of transactions to send notification through WhatsApp.

Features:

1. Create Interaction log entry for various sales document types like sales quote released, sales order released, sales shipment posted, sales invoice posted, sales credit memo posted, customer payment received, or Refund issued.

2. Create Interaction log entry when purchase quote released, purchase order released, purchase receipt posted, purchase invoice posted, or purchase credit memo posted, vendor payment issued, or vendor refund received.

3. Schedule job queue to send notification to the contacts for various sales, purchase and finance documents.

4. It will be helpful to keep track of Interaction Logs of Contacts.

5. Configure various document wise interaction templates for all or specific contacts.

6. Create Custom Notification / Message for Interaction log entries.

7. Document wise Interaction Log entries creation.

8. Fields configuration for each template’s document type.

9. Send Notification message to contact through WhatsApp. Document report attachment with WhatsApp notification if setup is enabled.

10. Easy to create interaction log and notification to selected contacts only.

Benefits:

1. Auto updates Interaction Log Entries if template is enabled.

2. Easy to configure Interaction templates.

3. Eliminates human errors.

4. Dynamic Interaction templates creation for contacts.

5. Easy to access and user-friendly interface.

Supported Editions

This app supports the Essential and Premium edition of Microsoft Dynamics 365 Business Central.

Supported Countries

Canada, India, United Kingdom, and United States. Supported Languages English only.