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 manages automated scheduled, or manual, emailing, printing and placing documents to azure container storage for all your standard Dynamics documents. Users can use a rich HTML editor for professional and consistent email communications.

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

Key Features
    • Scheduled batch sending of documents (Email, Print, Azure Blob Container Storage).
    • Manual send option in just a few clicks.
    • Defined points of contact for consistent communication.
    • Easily customise email subject and body using placeholder variables from the document for consistent professional communications.
    • Auto attachments based on scheduled dates (e.g. auto include promotion flyer on set future dates).
    • Send documents as PDF or Electronic Documents.
    • Full history maintained.
    • Sample document setups and email templates included.

Use Case Examples for auto email:
    • Sales Quotes on release, as a reminder, when expired.
    • Order Confirmations on release or when shipped.
    • Shipment advices on posting shipments.
    • Sales Invoices on issue and when due.
    • Customer and Vendor Remittances.
    • Circulars or promotional material to a filtered list of customers or vendors.
    • Customer statements At End of Month or As of Today.

Free 30 day trial. After installation, choose the Assisted Setup action in the SD Document Sender Setup card to easily import document setup and email templates.

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