Overview

DXC Smart Business Form Email Manager for Microsoft Dynamics 365 Finance and Operations is a simple and smart solution for automated emailing of business forms and other reports to your customers and vendors. The solution automates distribution of business forms and reports based on contact preferences using rich format email templates. The following are example business forms processes that can be streamlined using the DXC Smart Business Form Email Manager solution:

• Customer
  • Sales quotation
  • Sales order confirmation
  • Sales delivery note
  • Sales invoice
  • Free text invoice
  • Project invoice
  • Customer account statement
• Vendor
  • Purchase order
  • Payment Advice

Email Distribution

Business forms are sent automatically using email templates and are directed to recipients based on contact information setup on the customer account.

• Email distribution may be controlled with the ability to hold and release documents before they are sent with the capability to fix and resend emails with incorrect addresses.
• Email content is authored using placeholder tags which dynamically looks information up from the business form or report to include in the email subject or body.
• Email can include the business form as well as additional file attachments associated with the business form or report.

Save to Azure Storage

DXC Smart Business Form Email Manager can also save copies of the emailed/printed business forms or reports into Azure storage. This allows for an archive of the actual business forms produced and sent. File location and file name can utilize placeholder tags which dynamically looks information up from the business form or report to include in the file name and define the Azure Storage location. Any fixed list placeholder tags are stored as metadata against the file in the Azure Storage.

Extendable

While out of the box functionality is for the business forms listed above, the solution can be extended on further business forms or reports, and technical guide is provided or alternatively upon request can be evaluated for product enhancements.

DXC Smart Business Form Email Manager for Microsoft Dynamics 365 Finance and Operations is simple to deploy, setup, and configure. Using the Microsoft Dynamics 365 extension framework you can deploy continuous updates for your Microsoft Dynamics 365 installation while maintaining compatibility with the add-on without taking a new release or merging code