https://store-images.s-microsoft.com/image/apps.54660.c5626d99-823c-4ddf-b04c-61972794eecf.6e8aee2c-c86c-4af2-ad9e-cf5c6e7bad45.8991f55e-f61b-4592-bfa5-71403fec699a

SD Document Sender

by Simply Dynamics Ltd

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Document Sender App for automated or manual emailing and printing of standard documents

SD Document Sender for Microsoft Dynamics 365 Business Central simplifies and manages the distribution of documents in Business Central. Whether automated or manual, SD Document Sender supports emailing, printing, uploading documents to Azure Blob Storage, and transferring files via FTP/SFTP — all from within your Business Central environment.

Thinking how to improve & manage the document sending process in D365 Business Central - Trial the D365 App and See how!

Batch or Individually Distribute and Send your Documents in D365 Business Central

Key Features
    • Scheduled batch sending of documents via Email, Print, Azure Blob Storage, or FTP/SFTP for streamlined operations.
    • Send documents manually in just a few clicks.
    • Defined points of recipient contact for consistent communication.
    • Design email templates using a rich HTML editor for professional and consistent email communications.
    • Customise email subject lines and body content with document-based placeholder variables for tailored messaging.
    • Automatically include attachments based on future scheduled dates (e.g. auto include promotional flyers on set future dates).
    • Seamlessly attach files from Document Attachment records to outgoing communications.
    • Send documents as PDFs or Electronic Documents based on your business needs.
    • Consolidate multiple documents into a single email per account code for cleaner communication.
    • Maintain a full history audit trail of all sent documents for compliance and reference.
    • Get started quickly with sample document setups and pre-built email templates.

Use Case Examples for auto email:
    • Email Sales Quotes upon release, as reminders before expiry, or when they expire.
    • Send Order Confirmations upon order release or when items are shipped.
    • Trigger Shipment Advices upon posting of shipments.
    • Email Sales Invoices upon issue and follow up when payment is due.
    • Automate Customer and Vendor Remittance Advice emails for streamlined financial communication.
    • Send circulars or promotional materials to filtered lists of customers or vendors.
    • Distribute Customer Statements At Month End or As of Today.

Free 30 day trial.

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

Supported Countries
Australia, Austria, Belgium, Canada, Denmark, Estonia, Finland, France, Germany, Greece, Ireland, Latvia, Lithuania, Luxembourg, Malta, Netherlands, New Zealand, Norway, Portugal, South Africa, Spain, Sweden, Switzerland, Turkey, United Kingdom, United States.

Supported Languages
English (Available as Auto-translated languages)

At a glance

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