Send personalized emails your recipients will trust – with the Document Handling app for Business Central

Document Handling for Microsoft Dynamics 365 Business Central

Document Handling provides you a full-featured solution to send emails with documents attached from Microsoft Dynamics 365 Business Central.

This is why your Business Central needs Document Handling

In Sales you want to email Order Confirmations, Invoices etc to the customers. In Purchasing you want to email purchasing documents to the suppliers.

Out-of-the-box Business Central may get you some of the way, but Document Handling enables you to easily manage language versioning, edit the email content before sending, personalize, manage multiple recipients etc.

It’s everything you need to send email with attached documents from Business Central.

It’s also about trust

Many system-generated emails are not trusted, because they are not personalized and understandable for the recipient. Don’t let your Invoice be mistaken for a malicious email attachment. It’s bad for your brand – and you don’t get paid.

When you personalize the email, send it from your own email address, use the right language and name the attachment with an understandable name in the correct language – then your email will be trusted.

Writing an Email in Business Central

Main features

  • Use templates: Create email templates for different purposes, like Quotes, Invoices, Order Confirmations, Shipment Notes, Credit Notes etc.
  • Manage multiple languages: Manage language versioning of email templates. You may translate you Invoice-template into 12 languages, and the language code on the specific customer will determine your email language. If your recipient speaks Spanish, you automatically get the Spanish version of the email template.
  • Select recipients: You may select multiple recipient email-addresses from the Customer or Vendor card. You may add recipients as CC or BCC. You are not confined to a primary contact.
  • Make more sense: You may configure the naming of the attached documents – and let it reflect your language versioning. English-speaking recipient receive an “Invoice”-document, and French-speaking receive a “Facture”. This makes much more sense for the recipient, and attachments are not mistaken for being malicious.
Document Handling

… and these are the most popular features:

Functionality of Purchase Order Management

Document Handling works smoothly with apps like:

Document Customizer

– customize and layout your documents in Business Central in only minutes.

Master Data Information

– the simple way to manage master data in Business Central

Purchase Order Management

– get an actionable overview of all requests unresponded by suppliers.

The features of Document Handling

Send Statement now or later with Job queue

Configure emails based on parameters and text strings

Language versioning of emails in Dynamics 365 Business Central

Language versioning of email templates and attachment naming

Email signature templates in Dynamics 365 Business Central

Use HTML editor to write a fixed signature

Email signature templates in Dynamics 365 Business Central

Signature template with dynamic text variables based on User/ Salesperson/
Purchaser

Recipients of emails in Dynamics 365 Business Central

Manage multiple email recipients on Customer and Vendors

Email signature templates in Dynamics 365 Business Central

Post and send, or Mass post and send

Configure email texts in Dynamics 365 Business Central

Issue and Send Reminders

Email signature templates in Dynamics 365 Business Central
Configure email texts in Dynamics 365 Business Central

Use job queue when sending reminders – so it runs in the background of Business Central

Send Statement now or later with Job queue

Watch 35 user guide videos about Document Handling on Use Dynamics

Download and install now

Get the app from Microsoft AppSource, and install it in your Dynamics 365 Business Central. The app guides you through installation, activation and configuration.

Get it on AppSource now »

Microsoft AppSource

Document Handling pricing

Please enter the number of users you have in your Business Central.
Pricing is always based on the total number of named users in your Business Central subscription with Microsoft.
10 users

Single app

kr.
67,50
Per named user per month at 10 users.
Single user is DKK 120,00.
The more users you subscribe to, the cheaper each becomes. Watch video about the price model »
Add this app to cart with 10 named users at kr.
67,50
per user, per month.
Annual subscription (You save 16.67%)
Monthly subscription

With the App Bundle

kr.
0,00
Get this app with the App Bundle.
Pick any 5 apps
The App Bundle allows you to pick any 5 Abakion Apps at a great discount.
If you need more than 5 apps, the price of any additional app is reduced to only kr. 42,20 per app per month at 10 users (annual subscription).
Bo Hansen Hansen at Abakion

Talk to a real human

Have a chat with our app manager Bo H. Hansen about pricing and subscriptions:
[email protected]

If you have specific questions about functionality or how to get started, you can contact our support team:
[email protected]

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Support

If you have questions regarding this app, you may email us at: [email protected] or call us at +45 70 23 23 17. We will help you find the right video guides, if available.

We strive to provide you a qualified response as quickly as possible, at least within 24 hours but often much quicker.

At all times we will keep you informed about who is working on your support inquiry and how soon you can expect a response.