Auto Email

Auto Email for Microsoft Dynamics 365 Business Central

Automatically email sales documents to customers and vendors with little effort.

  • Send a collection email to a customer that includes a statement and all supporting documents with one click.
  • Have invoices and credit memos emailed when posting.
  • Remind customers they have short-paid or have non-paid invoices with a single click.
  • Send monthly statement to all customers automatically and without user interaction.
  • Review email log to see when emails were sent and by whom.
  • Save hours every day having Auto Email do the hard work of collecting documents, writing email bodies, emailing and storing evidence that emails were sent.
  • Documents supported: sales quotes, orders, return orders, posted invoices, posted credit memos, statements, collections, short-paid notices and purchase orders.
  • Also supported in Business Central Premium: posted service invoices and posted service credit memos.

Auto Email is simple to use and saves you a lot of time.

Auto Email is a solution that makes it effortless to send out emails and at the same time release the user immediately even when sending 1000s of emails. The solution uses an email log to place all the emails in and let Business Central do the rest of the work. Auto Email can also be set to automatically email invoices and credit memos as they are being posted.

For accounts receivable, Auto Email can send customer statements and collection notices with all open and past due invoices and credit memos at a single click of a button.

Technical Concept

Auto Email is using an email queue to log the emails in and the Job Queue to process the logged documents. Auto Email has an entry log that is populated every time a document is submitted to be emailed. The Job Queue will check the log every X minutes and if there are entries that have not been emailed Business Central will automatically start emailing the documents until all have been emailed. The log will be updated once the document has been emailed with a status to ensure that the document is not emailed again. This means that there is nothing emailed from the client and the user is instantly released once the documents have been submitted.

Auto Email can be acquired as an App in the Extension Market Place inside Business Central or as an On Premise App. Just click Free trial to install and try out the solution.

[Click here to see the app on Business Central]

Auto Email Documents

Manual

Get the latest setup and users manual

License

Get the license agreement

Privacy

Get the privacy policy

Contact Us

Contact us for support and feature requests.

Navigation

Social Media