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Report Mailer

Standard Dynamics AX e-mail
Standard Dynamics AX e-mail
Report Mailer e-mail
Report Mailer e-mail
Report Mailer parameters
Report Mailer parameters
Direct e-mail
Direct e-mail
Send e-mails from print preview screen
Send mail from preview screen

Have you ever sent documents or reports as e-mail attachments directly from Dynamics AX (formerly Axapta) and would have liked to have a more user-friendly layout? Do you also think that the Outlook dialogue requiring you to confirm that the report e-mail is sent is unnecessary? Would you like your documents such as purchase orders and sales confirmations to be sent automatically via e-mail?
Then the "Report Mailer" add-on is your solution.

Features

  • The e-mail text can be defined by using e-mail templates. Thus you can create your own HTML e-mails with your individual content.
  • For each document (report), there can be one template.
  • E-mails are sent by either MAPI, extended MAPI (Outlook), CDO (SMTP) or .Net 2.0 mail (SMTP). With the SMTP option, the e-mails are sent directly through the mail server. In this case, Outlook does not have to be installed and the Outlook security dialogue will no longer be shown.
  • If Lotus Notes is your e-mail client, e-mails can be sent through the Lotus Domino Server using one of the SMTP options.
  • In the accounts payable and accounts receivable module, documents such as request for quote, purchase orders, quotes, confirmations, invoices and account statements can quickly and easily be sent to contacts by e-mail without having to modify the printer settings (direct e-mail feature, see illustration).
  • Lookup e-mail addresses in the print dialog, thus no manual search of e-mail recipients is required.
  • Send a copy (bcc) of every e-mail to an admin account.
  • Attach documents such as terms & conditions to every e-mail. Default attachments can be specified per report.
  • Template and attachments are automatically picked based on the report's langauge.
  • E-mails can be sent from batch
  • New for AX 2012: Send e-mails from print preview screen
  • New for AX 2012: Placeholders in e-mail templates can now contain values from table records printed on the report.
  • New for AX 2012: Documents can be sent as direct e-mail when reprinting from journals

Examples of use

  • Send sales confirmations to the e-mail address saved in the sales order or to the client's contact person rapidly and by simply ticking the corresponding box in the posting form.
  • Design HTML e-mail templates for purchase orders, sales confirmations, invoices etc. in different languages. The language is chosen automatically according to the language of the report.
  • Avoid the Outlook security dialogue by sending your e-mails by SMTP.

Available for

  • Dynamics AX 2012 R3
  • Dynamics AX 2012 R2 
  • Dynamics AX 2012
  • Dynamics AX 2009
  • Dynamics AX 4.0, all SPs
  • Dynamics AX 3.0, all SPs

Pricing

  • Current prices can be found here.