产品详细信息以英文显示。翻译即将推出。
速览
- 价格
- $249.00 USD
- dynamics_365_business_central 版本
- —
- 设置时间
- 20分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
Document Send & Email Manager
A build-to-order Dynamics 365 Business Central extension that lets your AR and customer service teams email documents directly from BC with language-versioned templates, editable bodies, personalization tokens and multiple attachments per send. Built, installed as a per-tenant extension and supported by ECOSIRE.
$249.00USD
现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。
核心功能
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
关于此产品
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.
为什么选择 Document Send & Email Manager
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
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.
你得到什么
- 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
这是给谁的
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.
安装概述
从ECOSIRE下载
在 ecosire.com 上购买许可证并从您的帐户仪表板下载 Document Send & Email Manager 模块 ZIP。
上传至Odoo
将 ZIP 解压到服务器上的 Odoo 自定义插件文件夹中（或通过“应用程序”>“从 Odoo.sh / runbot 上的文件安装”上传）。
安装模块
激活开发者模式，打开应用程序，单击更新应用程序列表，搜索 Document Send & Email Manager，然后按安装。
配置设置
打开新菜单，粘贴您的 ECOSIRE 许可证密钥，连接任何外部凭据（Shopify、Amazon、Stripe 等），然后保存。
验证并上线
运行内置连接测试，同步前 10 条记录，并安排定期 cron。如果出现任何问题，请联系支持人员。
Document Send & Email Manager 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | 奥杜本机 |
|---|---|---|---|---|
| Email documents directly from BC document pages | ||||
| Language-versioned templates from customer Language Code | ||||
| Inline edit of the email body before sending | ||||
| Personalization tokens substituted from the record | ||||
| Multiple custom attachments per send | ||||
| Tailored to your document types, fields and permission sets | ||||
| Upgrade-safe per-tenant extension (no core modification) | ||||
| Built, installed and supported on your tenant by the vendor | ||||
| No recurring per-user SaaS fee |
关于Document Send & Email Manager的常见问题
+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.
为什么客户信任 ECOSIRE
SOC 2 对齐
符合 GDPR
安全条纹支付
30 天退款
终身更新
LGPL-3.0 许可证
申请报价
Document Send & Email Manager
A build-to-order Dynamics 365 Business Central extension that lets your AR and customer service teams email documents directly from BC with language-versioned templates, editable bodies, personalization tokens and multiple attachments per send. Built, installed as a per-tenant extension and supported by ECOSIRE.
- 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