Toolbox Tuesday - Episode 37: Invoice and Statement Delivery for D365 Business Central

Описание: Check out our Business Central Toolbox for your Dashboarding and Automation Needs.
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In episode 37 of our Toolbox Tuesday series for Microsoft Dynamics 365 Business Central our President (Ben Cole) and Product Manager (Carlie Schoenauer) will walk you through our Invoice and Statement Delivery Application for D365 Business Central. This is part of an extensive library of tools we call the Business Central Toolbox.

In this demo we will walk you through the following functionality:

3 Options for Sending Sales Documents
Send on Post, Send from Dashboard, Send from Job Queue
Sending Statements + Invoice Attachments
Rich Text HTML Email Bodies
Automated Sending of AR Aging Report
Sending Sales Document Attachments
Storing Document Attachments in Azure Blob Storage
Sending Attachments in a Zip File
Customer Card Email Setup Options
Send From - Email Scenarios
Customer Card Invoice Consolidation Options
Recurring Sales Documents
Updating Posted Sales Documents
Advanced Shipment Notices (ASNs)
Email Send To Options
Include Ship to Emails
Skip Document Function

Be sure to check out our Toolbox Tuesday every other Tuesday where we will do deep dives into each of our products specifically.

If you have any additional questions or comments please feel free to reach out to us at [email protected] at any time

0:00 Introduction and Overview
1:00 Fit Gap Analysis
4:40 Automated AR Aging Report
8:30 Document Sending Options
9:05 Three Sending Options
9:20 Option 1 - Email Upon Posting
9:30 Option 2 - Send From Dashboard
11:15 Option 3 - Send from Job Queue
12:45 Sales Invoice - Demo Send on Post
13:50 Document Attachments and Azure Blob Storage
14:50 Attaching Additional Documents and Sending Attachments
15:30 Sales Invoice - Demo Additional Attachment Sending
16:50 Question - Max Character Limits?
17:05 Question - What if Email is Blank?
17:40 Customer Card - Email Setup Options
18:30 Email Scenarios - Send From
20:30 Customer Card - Consolidation Options
22:45 Recurring Sales Document Templates
23:50 Creating Recurring Sales Documents
29:00 Generating Recurring Sales Documents
30:40 Using Wildcards to Pull in Month and Year on Recurring Documents
32:15 Updating Posted Sales Documents
35:50 Sending Attachments as a Zip File
36:30 Advanced Shipment Notices (ASNs)
37:00 Email Send To Options
37:50 Include Ship To Emails
40:05 Shipping Orders and Receiving ASNs Demo
42:20 Skip Auto Email
43:20 User Defined Naming Conventions
44:20 Exclude On Hold Invoices from Statements
47:40 Rich Text HTML Email Bodies
48:30 Next Steps and BC Toolbox Resources

30:30 Next Steps and BC Toolbox Resources