The Answer to Emailing Documents from Microsoft Dynamics AX
One of our customers recently inquired about the ability to automatically email vendor payment remittances to desired contacts for EFT payments processed in a batch. As many are aware, email capabilities of Dynamics AX do not provide that functionality out of the box.
Through some creative searching, we came across a product called SmartSend by UXC Eclipse that can fulfill this need and provides further functionality, such as:
- Custom message creation
- Change the attachment file name
- Ability to change the email sender
- Email traceability in Dynamics AX for historical reference and lookup, including attached documents
- Exception handling for customers or vendors without a configured email address
SmartSend was originally developed as a solution only available to UXC Eclipse customers, but upon our inquiry it is now a publically available add on solution for all Dynamics AX partners to resell to their customers. UXC Eclipse staff were very professional and helped us get up to speed quickly so we could demo and implement the solution for our customer.
SmartSend drastically enhances the email functionality within Dynamics AX providing significant efficiencies for users, providing a seamless and easy to use interface. It includes the payment remittance solution our customer was looking for, along with many other document types such as POs, sales/free text/project invoices, statements, sales quotes and more. Additionally, UXC Eclipse is very open to suggestions for new document types that you may want added to the mix for future releases.
In my opinion it’s hard to argue that SmartSend is not a worthy investment for any customer emailing documents from within Dynamics AX.
Find out more from the SmartSend Factsheet or contact us directly.
We specialize in providing technical assessments, break-fix support, optimization services, and solution expansion projects for Dynamics AX (Dynamics 365 for Finance and Operations)