Manage customer and vendor queries and share sales-related reports at the click of a button.
The Sales & Purchasing Reports Email App enables an organization to effectively manage customer and vendor queries and share sales-related reports, such as sales order confirmations, picking lists/packing slips, and purchase orders.
With the Sales & Purchasing Reports Email App, a Microsoft Dynamics 365 Finance & Operation user can send reports to a customer or vendor with a single click of a button without manual intervention. An automated email is sent to the customer’s or vendor’s point of contact email id, as defined in the customer or vendor master record. All the sales or purchasing reports will be printed in a pdf format, zipped together and automatically emailed to the specified customer or vendor.