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

  • 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

Get a 60-day FREE 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.

Document Handling pricing

Single App

kr.
67,50
Per named user per month at 10 users.
Single user is DKK 120,00.
This app has a base user price of DKK 120, but the more users you subscribe to, the cheaper each user becomes.
The price is calculated on the total number of Named Full Users in your Business Central. We don’t charge for Team Members.
Use the slider below to select your number of users and see your price.

Save 0%
if you have the bundle
This app is part of an App Bundle

kr.
42,20
Per named user per month at 10 users.
Single user is DKK 75,00.
If you have the Abakion App Bundle – any other app is only kr. 42,20 per app at 10 users (kr. 75,00 at 1 user).
This discounted price goes for any additional app you may select.
You save 0% on this app if you have the bundle.

App Bundle

kr.
227,70
Per named user per month at 10 users.
Single user is DKK 405,00.
You get our most popular apps with this bundle.
Document CustomizerRead
Dynamic Data ExchangeRead
Document HandlingRead
Master Data InformationRead
And on top of that – you get additional apps at an extremely discounted price. Only kr. 42,20 per app at 10 users (kr. 75,00 at 1 user).
10 users
Bo Hansen Hansen at Abakion

Talk to a real human

Ask your question and have a chat with our app manager Bo H. Hansen
appsales@abakion.com

You may also be so fortunate to reach Sune – or Christina – or Nadezda – or Jesper – or Bernt

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Support

Support from Abakion

If you have questions regarding this app, you may email us at: appsales@abakion.com 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.

Watch 35 instructional videos about Document Handling for Dynamics 365 Business on the Use Dynamics learning portal.