Document Send & Email Manager

Name: Document Send & Email Manager
Brand: ECOSIRE
SKU: d365bc-document-send-email-manager

Hauptfunktionen

Email documents directly from Business Central document pages (Posted Sales Invoice, Sales Order, Customer statements and any document you nominate) via the native Send action

Language-versioned email templates that resolve subject, body and signature from the customer's Language Code, with a configurable fallback chain

Inline body editing on a send dialog so users can adjust the message per recipient before it leaves BC

Personalization tokens (customer name, document number, due date, outstanding balance, salesperson, company details) substituted from the record at send time

Multiple attachments per send — the document PDF plus terms, remittance slips or related files assembled in one message

Routes through your existing Email Account setup (Microsoft 365 connector or SMTP) so messages send from your approved mailbox, not a third-party relay

Implemented as AL page and table extensions with event subscribers on the standard document send codeunits — no core modification, upgrade-safe

Per-recipient send log and outbound copy capture, queryable via the BC REST/OData API for reporting or downstream integration

Dedicated permission sets so AR clerks can send but only admins can edit templates and token mappings

Optional Job Queue entry for scheduled batch sends (e.g. nightly statement runs or overdue reminder cycles)

Template management page inside BC for non-developers to maintain bodies, subjects and token placement per language

Optional Dataverse / Power Platform surfacing of the send log for Power BI dashboards or Power Automate follow-up flows

Auf Bestellung gebaut, komplett für Sie erledigt

Keine Selbsteinrichtung — eine funktionierende App, die von ECOSIRE erstellt, installiert und betreut wird.

Sie bestellen

Starten Sie mit einem einmaligen Entwicklungspreis. Den Umfang legen wir beim Kickoff gemeinsam fest.

Wir bauen & installieren

ECOSIRE erstellt, konfiguriert und installiert sie auf Ihrem Dynamics 365 Business Central.

Go-live + Support

Sie gehen in etwa 2–4 Wochen live, mit einem Support-Zeitraum nach dem Launch.

Über dieses Produkt

Document Send & Email Manager is a Dynamics 365 Business Central extension that ECOSIRE custom-builds, installs and supports on your environment. It gives customer service and accounts receivable teams a controlled, professional way to email documents — sales invoices, order confirmations, statements, reminders and more — without leaving Business Central.

The extension is written in AL as page and table extensions over the standard document pages (Posted Sales Invoice, Sales Order, Customer, and any document you nominate). It hooks Business Central's native email engine and the Email Account / SMTP or Microsoft 365 connector you already use, so sends flow through your existing approved mailbox rather than a third-party relay. Event subscribers on the document send codeunits let us inject language selection, body editing and attachment assembly into the standard "Send" action your users already know.

Email templates are language-versioned: the body, subject and signature resolve from the customer's Language Code, with a fallback chain you define. Before a message goes out, the user can edit the body inline on a send dialog, and personalization tokens (customer name, document number, due date, balance, salesperson) are substituted from the record. A single send can carry multiple attachments — the document PDF plus terms, a remittance slip or related files.

Because this is a per-tenant extension (not a public AppSource listing), we tailor the templates, tokens, permission sets and document scope to how your team actually works. ECOSIRE delivers it to your sandbox first, validates against real documents, then publishes to production. You own a clean, upgrade-safe extension with no core customization and no per-user SaaS fee.

Was Sie bekommen

A per-tenant Business Central extension (.app) built in AL, published to your sandbox then production environment

Language-versioned email template set seeded for the languages and document types your team uses

Configured personalization token map wired to the fields your documents and customers actually carry

Dedicated permission sets for senders versus template/configuration administrators

Installation on your tenant by ECOSIRE, including Email Account / connector wiring validation against real documents

Source code ownership plus a short admin guide covering template editing, token maintenance and the send log

Für wen das ist

Accounts Receivable Clerk

Sends invoices, statements and dunning reminders at volume. Needs each message to go out in the customer's language with the right balance and due date filled in, and to tweak the wording before sending without copying anything into Outlook.

Customer Service Lead

Owns the tone and consistency of outbound customer communication. Wants standardized, on-brand templates per language and tight control over who can change them, while still letting agents personalize individual messages.

Business Central Administrator

Responsible for a clean, upgrade-safe tenant. Prefers a per-tenant AL extension with event subscribers and proper permission sets over ad-hoc core customization, and needs the email flow to use the organization's existing approved mailbox.

Wie Document Send & Email Manager im Vergleich abschneidet

Kriterium	ECOSIRE	Benutzerdefinierter Build	Konkurrent
Email documents directly from BC document pages	Im Lieferumfang enthalten	Im Lieferumfang enthalten	Im Lieferumfang enthalten
Language-versioned templates from customer Language Code	Im Lieferumfang enthalten	Teilweise Unterstützung	Teilweise Unterstützung
Inline edit of the email body before sending	Im Lieferumfang enthalten	Teilweise Unterstützung	Teilweise Unterstützung
Personalization tokens substituted from the record	Im Lieferumfang enthalten	Teilweise Unterstützung	Im Lieferumfang enthalten
Multiple custom attachments per send	Im Lieferumfang enthalten	Teilweise Unterstützung	Teilweise Unterstützung
Tailored to your document types, fields and permission sets	Im Lieferumfang enthalten	Im Lieferumfang enthalten	Nicht im Lieferumfang enthalten
Upgrade-safe per-tenant extension (no core modification)	Im Lieferumfang enthalten	Teilweise Unterstützung	Im Lieferumfang enthalten
Built, installed and supported on your tenant by the vendor	Im Lieferumfang enthalten	Nicht im Lieferumfang enthalten	Nicht im Lieferumfang enthalten
No recurring per-user SaaS fee	Im Lieferumfang enthalten	Im Lieferumfang enthalten	Nicht im Lieferumfang enthalten

Häufig gestellte Fragen zu Document Send & Email Manager

How is this delivered and how long does it take?

This is a build-to-order extension, not an instant AppSource download. After a short scoping call to confirm your document types, languages and token fields, ECOSIRE builds the AL extension and delivers it to your Business Central sandbox first. Typical lead time is 1 to 3 weeks depending on how many document types and languages you need. We validate against your real documents in the sandbox, then publish to production with you. You receive the source and own the extension.

What ongoing support and updates do I get?

The one-time price covers the build, installation and a warranty period to fix any defects after go-live. Because it is published as a per-tenant extension with no core modification and event subscribers over standard objects, it is designed to survive Business Central's regular update cycles. ECOSIRE offers an optional support and maintenance arrangement for template changes, new document types, new languages, and revalidation against major BC releases — quoted separately so you only pay for what you need.

Does it send through our own mailbox or a third-party service?

Through your own. The extension uses Business Central's native email engine and whichever Email Account you have configured — the Microsoft 365 connector or your SMTP account. Messages send from your approved, authenticated mailbox, which keeps deliverability and compliance under your control. No external email relay is introduced.

Will this break when Microsoft updates Business Central?

It is built specifically to avoid that. We implement page and table extensions plus event subscribers rather than modifying base application code, which is Microsoft's recommended pattern for upgrade safety. Across normal monthly and major-release updates it continues to work. For major releases we recommend a quick sandbox revalidation, which is included in an optional maintenance arrangement.

Can the send log feed Power BI or trigger follow-up automation?

Yes. The per-recipient send log is exposed through the Business Central REST/OData API and can optionally be surfaced into Dataverse. From there you can build Power BI dashboards on send activity or trigger Power Automate flows — for example, an escalation when an overdue reminder has been sent more than twice. We scope and wire this during the build if you need it.