Auto Email App
Built for Microsoft Dynamics 365 Business Central
Auto Email is designed to significantly simplify and accelerate your email interactions with customers. Ideal for automating document sending, enhancing collections, and tailoring email experiences for sales and purchase documents, our app streamlines the accounting department's workflow, saving precious time.
Key Features and Advantages:
- Post and email sales documents instantly.
- Simplify collections: One-click emails for non-paid, short-paid, and open/past-due sales collections. Use Auto Collect Add-on App to collect automatically (see below section).
- Effortless automation for emailing sales quotes, orders, return orders, and purchase orders upon their release.
- Convert and dispatch sales quotes to orders automatically via email.
- Batch email multiple documents effortlessly with a single click.
- Keep customers informed with automated sales order status updates via email.
- Enhance emails by embedding documents directly in the body text.
- Automate the monthly emailing of statements to all customers.
- Schedule daily consolidated document emails at specific times or frequencies.
- Attach default and specific documents seamlessly with all document types.
- Link specific item and resource documents, sending them with sales quotes, orders, invoices, etc.
- Automatically send essential documents like price lists and tax documents to customers, vendors, and contacts.
Experience the benefits of Auto Email for yourself by clicking the "Get Trial Version" on Microsoft AppSource.
Supported Editions:
This app supports the Essential and Premium editions of Microsoft Dynamics 365 Business Central.
Supported Countries:
All countries where Microsoft Dynamics 365 Business Central is available.
Supported Languages:
English (United States).
Auto Collect App
Revolutionize Your Accounts Receivable Workflow with Auto Collect - Maximize Cash Flow Effortlessly!
Transform your accounts receivable and cash flow management with Auto Collect, the cutting-edge app for Microsoft Dynamics 365 Business Central. Eliminate manual effort and embrace efficiency.
- Effortless Collection: Automate customer collections with Auto Collect, boosting cash flow through predefined, automatic processes tailored to your business.
- Streamlined Communication: Enhance cash flow with our app's automated collection notices, directly sending statements and past-due documents to customers.
- Integrated Task Management: Keep your cash flow healthy with Auto Collect's integration with Business Central and Outlook, ensuring timely follow-up on past-due accounts.
- Persistent Follow-Ups: Secure your cash flow with Auto Collect's relentless follow-ups, prioritizing your receivables.
- Team Collaboration: Foster a collaborative environment for maximizing cash flow, whether you have an individual agent or a team, with Auto Collect's shared follow-up management features.
- Average Days to Collect Calculation: Implement data-driven insights with Auto Collect to calculate the average days to collect for your customers, providing a strategic approach to optimizing your accounts receivable processes.
- Enhanced Account Manager Communication: Provide clarity and transparency to Account Managers with automated notifications regarding the status of their customers' accounts on hold reducing misunderstandings.
Step into the future of efficient and effective accounts receivable management with Auto Collect. Try it today for a transformative impact on your cash flow and workflow!
Experience Auto Collect's Advantages: Click "Get Trial Version" on Microsoft AppSource.
Watch demo video here.
Prerequisite Application:
Auto Collect seamlessly integrates with our Auto Email App, which is automatically installed alongside Auto Collect for optimal performance.
Compatible Editions:
Auto Collect is compatible with both the Essential and Premium editions of Microsoft Dynamics 365 Business Central, ensuring broad accessibility.
Global Availability:
Auto Collect is available in every country where Microsoft Dynamics 365 Business Central is offered, providing worldwide support.
Language Support:
Currently, Auto Collect supports English (United States), catering to a wide user base.
