As a Microsoft Dynamics 365 Business Central user, do you wish you could send emails, notifications and reports to more than one recipient at a time? If you are looking for a way to save time on routine daily tasks, increase productivity and reduce the margin of error for missing crucial recipients from sending each email individually, you'll need ACT, the email notification Add-on App.
MICROSOFT DYNAMICS NAV 2013 & LATER
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This app allows you to fully configure your outgoing email information, including:
Furthermore in the case of approval requests, Requestors and Approvers will be able to receive email notifications on their document approval status directly in their inbox without having to login to their system to check.
Yes, you can select available data fields for the email configuration.
E.g: Inserting the “Customer Name” field in in the email subject will result in each individual email’s subject reflecting the different customer’s name.
Yes.
Yes, you can group recipients into multi-recipient lists.
Yes, conditional recipient grouping is available in the app.
E.g.: Recipient list A is for all finance accounts payables recipients to send monthly customer statements.
Recipient list B contains all contact recipients of a particular company, for project progress reports.
Recipient list C contains internal and external recipients involved in a particular sales order.
Yes, you can easily configure the workflow to include them in the recipient lists or in cc/bcc.
Yes, you can configure reports to be generated based on your required conditions, and set up optional pre-defined schedules for when you want them to be auto-generated. This is especially helpful for reports that you need on a regular basis, so that you won’t have to worry about missing deadlines.
Those report with Starting Date or Ending date auto filled-up in standard.
E.g: G/L Register, Details Trial Balance, Customer Order Summary, Customer Top 10, Vendor Order Summary, Vendor Top 10, Customer/Item Sales, Vendor/Item Purchase, Inventory Availability etc. and more.
Yes, with additional customization required on that report, to add function on auto filled-up Starting Date and Ending Date.
Yes, with additional customization required based on document request basis.
We’re sorry to hear that. For further assistance, please submit a support ticket here .
