Professional Messaging for Microsoft Dynamics 365 Business Central

Easy PDF Key Features

Easy PDF is designed to professionalize messaging with your customers and vendors.
The following features are supported:

  • Quick-Send any Business Central Report
    Send any report from the print dialog using the Easy PDF Send by Email Printer
  • One-click Send by Email, Print or FAX
    One-click delivery of common Business Central documents with automation
  • Batch or immediate delivery of Documents (with built-in Job Queue support)
    Queue delivery of Posted Documents or Customer Statements (Batch)
    For example, when you post a Sales Order, Easy PDF will automatically queue the posted documents (Posted Sales Invoice, Posted Sales Shipment, etc.) for delivery to the customer. Similarly, you may generate a batch of Customer Statements for review and delivery.
    Automate batch delivery with built-in Job Queue integration.
  • Integrated Email Dialog with HTML Editor
    Modeled after the features in Desktop Outlook the Easy PDF Email Dialog allows you to:
    • Perform full featured HTML editing (WYSIWIG or HTML code editing)
    • On the fly Mail Account selection
    • Add/remove recipients using the Easy PDF Address Book
    • Add/remove/rename attachments (supports drag-n-drop)
    • Swap message body templates
    • Select and insert signatures
  • Send Business Central Reports
    Configure any Business Central report for delivery
    Define report specific recipient distribution lists
    Automate report generation and delivery with built-in Job Queue integration
  • Multiple (unlimited) Email Accounts per person
    Create accounts to send mail via Office 365, Gmail or any SMTP mail server
    Multiple mail accounts allow you to manage the many hats of your company with proper e-mail branding in the FROM address
  • Customized HTML Email Message Templates, Language aware, with Mail Merge
    Use customized HTML, Text or Business Central Report based templates for the body of your e-mail messages.
    • Define templates for mutiple languages - Easy PDF will pick the right one based on the preferred language of the recipient
    • Include field tokens in the template - Easy PDF will perform mail merge using the underlying document data
    • Use "inline templates" to place the order content in the body of the email (e.g., an Amazon email invoice)
    • Use "responsive templates" to ensure that your email looks good on a cellphone or in a desktop browser
  • History (Audit trail) of all Messaging
    Easy PDF keeps a log of all messaging (print/email/fax) allowing you to review or resend messages to your customers/vendors
  • Integrated Address Book
    Define distribution lists on a per customer/vendor, or per document basis
  • Preferred Delivery Method
    Assign a preferred method of delivery (Print/Fax/Email/No Action) for each Customer or Vendor
  • User Flexibility with Global and Individual settings
    Use shared settings (for simple administration) or let users define their own settings - or a combination of both
    Easy PDF understands and attempts to lessen the burden of managing settings by giving the administrator options for user control