Send personalized emails your recipients will trust – with Document Handling 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

  • Edit before sending: When you want to email a document in Business Central, you may select an email template. You can send it as it is – or you can edit the body of the email to personalize it to the specific recipient – and even add attachments to the email.
  • 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.

… 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

Recipients of emails in Dynamics 365 Business Central

Manage multiple email recipients on Customer and Vendors

Language versioning of emails in Dynamics 365 Business Central

Language versioning of email templates and attachment naming

Configure email texts in Dynamics 365 Business Central

Configure emails based on parameters and text strings

Email signature templates in Dynamics 365 Business Central

Use email templates and signature templates

See what has been emailed in Dynamics 365 Business Central

See what has been sent in the email log

Centralized configuration of email sending in Dynamics 365 Business Central

Centralized configuration of email sending

Document Handling pricing and trial

Download and install

Get the app from Microsoft AppSource, and install it in your Dynamics 365 Business Central.
The app guides you through installation and setup, and you are up-and-running in minutes with no need of consultancy services.

See prices and purchase online

If you want to subscribe to the app, please see the pricing on this site, and get your subscription online: