Dec292024
Emailing Dynamics 365

Streamline Your Email Workflows with Acumens e-Mailing for Dynamics 365 Business Central

In the modern corporate environment, efficient communication is key to maintaining strong client relationships and smooth operations. For businesses using Microsoft Dynamics 365 Business Central, Acumens e-Mailing by SBC Dynamics ERP offers a powerful solution to enhance email workflows. With customizable templates, advanced document support, and seamless integration into your ERP system, this app is designed to meet your communication needs directly within Dynamics 365.

Here’s an in-depth look at how Acumens e-Mailing can transform your business communication.

 

Why Acumens e-Mailing?

Managing emails can be challenging when you are dealing with diverse documents, clients, and team structures. Acumens e-Mailing simplifies this process by enabling you to send emails using customizable templates tailored to various functional areas. Whether it’s sales documents, service management files, or customer statements, the app ensures that your emails are consistent, professional, and aligned with your brand.

Key benefits include:

  • Efficiency: Streamline your workflows by sending singular emails or batches.
  • Consistency: Standardize email templates and signatures while allowing customization for specific needs.
  • Flexibility: Adapt templates and layouts to suit different departments, divisions, or business units.

Let’s explore its standout features in more detail.

 

Feature Highlights

  1. Comprehensive Document Support

    Acumens e-Mailing is equipped to handle a variety of documents, including:

  • Sales & Purchase Documents: Send emails for unposted and posted sales and purchase documents, customer reminders, and finance charge memos.
  • Service Management Documents: Email service contract quotes, contracts, orders, and invoices with ease.

This versatility ensures that the app meets the needs of multiple business functions.

  1. Advanced Email Personalization

  • e-Mail Signatures: Create consistent yet customizable signatures based on individuals, departments, or entire organizations.
  • Sender e-Mail Address: Assign sender addresses to individuals or teams, ensuring that responses are directed to the right inbox.

  1. Tailored Template Management

  • e-Mail Cards: Automate email generation by defining default templates for each document type. Users can also select custom templates as needed.
  • Custom Layouts: Use Word templates to create layouts specific to departments, locations, or business units.

  1. Multi-Recipient Functionality

    The app allows you to configure multiple recipients for each email. Assign recipients to To, CC, or BCC fields, ensuring that the right people are looped into every communication.

  2. Seamless Document Management

  • Attachment Capabilities: Attach documents from local machines, shared drives, or Azure Blob storage.
  • PDF Document Merge: Combine multiple PDFs into one before sending, reducing clutter and improving clarity.

  1. Automated Customer Statements

    Preconfigured templates for customer statements enable you to send these documents individually or in batches, either ad hoc or on a schedule.

  2. Test Mode for Troubleshooting

    A dedicated test mode lets you preview and troubleshoot email behavior without impacting live communications.

 

Pricing and Compatibility

Acumens e-Mailing offers a flexible pricing model that caters to businesses of all sizes:

  • Free Installation: Explore basic functionalities at no cost.
  • Full Plan: Unlock the complete feature set for $62.50 per user per month, with the first month free.

The app is compatible with both the Essential and Premium editions of Dynamics 365 Business Central and supports users across all regions where Business Central is available.

 

Who Should Use Acumens e-Mailing?

Acumens e-Mailing is ideal for businesses in various sectors, including finance, IT, legal, and management. It’s particularly valuable for:

  • Small and Medium Enterprises (SMEs): Simplifies email processes for businesses with limited resources.
  • Service-Oriented Businesses: Provides robust support for service management documents.
  • High-Volume Email Senders: Enables batch emailing and automation for organizations managing frequent client communication.

 

Getting Started with Acumens e-Mailing

Setting up Acumens e-Mailing is straightforward. Users with the required Dynamics BC license and install permissions can easily integrate the app into their existing workflows. With its intuitive interface, even first-time users can quickly adapt and start leveraging its features.

 

Pros and Cons

Pros:

  • Wide range of document support.
  • Advanced customization for templates, signatures, and recipients.
  • Integration with Dynamics 365 Business Central ensures seamless workflows.
  • Flexible pricing with a free trial month.
  • Robust document management features, including PDF merging.

Cons:

  • Limited to English for now.
  • Setup of advanced features, like API integration, may require technical expertise.

 

Customer Feedback

Users praise Acumens e-Mailing for its intuitive design, ease of use, and comprehensive feature set. The ability to customize templates and automate batch emails has been particularly well-received, helping businesses save time while maintaining professional communication standards.

 

Final Thoughts

Acumens e-Mailing is a game-changer for businesses looking to optimize email communication directly within Dynamics 365 Business Central. Its combination of efficiency, flexibility, and robust document management makes it a must-have tool for organizations aiming to improve customer engagement and streamline operations.

If you’re ready to take your email workflows to the next level, start your free trial of Acumens e-Mailing today and discover the difference it can make for your business.

For more information or to get started, contact the SBC Dynamics ERP team. or purchase from Microsoft AppSource.