With the app PI Conteksto by prisma informatik, longer pre- and post-texts (e.g. order conditions or general terms and conditions) can be inserted and managed particularly conveniently in Dynamics 365 Business Central documents.

In contrast to the Business Central Standard, the module can also be used to maintain text blocks at line level - for example for individual resources or articles - and for customers. PI Conteksto also offers more formatting options (e.g. bold, italic) than are available as standard.

The app not only makes it easy to add personalised salutations and farewells, but also to tailor documents such as quotations and orders to each individual customer using individual leading and trailing texts. In addition, more detailed descriptions of the items can be attached to the document lines, for example.

Simple administration and automatic use

The standard document texts created can be maintained via the document text list. If the "Automatic Texts" setting is selected, these are automatically inserted into new documents. However, the texts can also be added to the document manually.

The centralised administration and comprehensive usage option reduces the maintenance effort for standard texts enormously. With the option of defining particular time periods for automatic texts, these can be maintained with great foresight and displayed for specific periods. In addition, different texts can be stored for different responsibility centers (e.g. pick-up instructions for different locations).

An option for entering messages, e.g. for articles or at customer level, which is also only available via the app, can also be used to provide organisational support for employees.

YOUR BENEFITS:

Individualised and informative customer documents thanks to formatable long texts (not possible in the BC standard)
Reduced maintenance effort thanks to centralised management of text blocks
Automated pre- and post-texts for each document
Use of standard texts documents
Integration into sales processes
Feature also at line level
Text blocks also for customers (e.g. in the form of messages)
More control for the end user thanks to flexible customisation without "hard coding"
Strengthen customer loyalty through customised documents

Supported Editions
This app supports the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries
This app supports Austria, Germany.

Supported Languages
The app is available in German and English.

The wysiwyg editor jodit is used to create and edit the formatted texts.

PI Conteksto

by prisma informatik GmbH