Toolbox Tuesday - Episode 37: Invoice and Statement Delivery for D365 Business Central скачать в хорошем качестве

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

Check out our Business Central Toolbox for your Dashboarding and Automation Needs. Download our Apps Below - Free for 30 Days. https://appsource.microsoft.com/en-us... Product Page: https://erpconnectconsulting.com/coll... Company Website: https://erpconnectconsulting.com/ Company LinkedIn:   / 74756859   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