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How can powerful email automation for Microsoft Dynamics NAV help your business?

How can powerful email automation for Microsoft Dynamics NAV help your business?

Graeme Farquhar

Have you ever thought about how many of your daily tasks involve sending emails? How much time would you save by being able to send these emails automatically, rather than hitting “send” on each one?

If you are interested in a solution that allows you to do this, read on.

Our solution

Zetadocs Delivery is a powerful emailing automation software available on AppSource for Microsoft Dynamics Business Central and NAV that allows you to personalize and send reports such as invoices and customer statements automatically. These emails can be personalized with Business Central, while related attachments are added based on the content of the email.

Zetadocs Delivery in practice

Each organization has its own processes that would benefit from Zetadocs Delivery, but here are a few common examples:

  • Sales order processing and electronic invoicing: Instantly deliver order confirmations & invoices via email, drastically reducing the cost and time of invoicing
  • Purchase to Pay: Confirm purchase orders via email and send remittance advice directly from NAV - saving time and effort
  • Collections management: Overcome inefficiencies in your customer's business by ensuring they have all the information they require to hand, such as customer statements or reminders

With Zetadocs you can choose the level of automation that you apply to financial processes. You can bulk send email reminders and supporting documents or you can set up automated document queues that are sent in the background while you work.

These emails are based on data such as which payments are outstanding or overdue and your own branding, so you can be assured that any sent emails will be relevant, branded, and state the appropriate level of urgency using custom templates that you can choose from or set up yourself. Customer's will always have access to the relevant documents they need to solve queries as they are attached automatically by Zetadocs along with previous related correspondence. 

Why not arrange a demo of Zetadocs Delivery to see for yourself how it can benefit your organization? It could save you time and money (discover how much by using our free ROI calculator), helping you become more efficient and thus freeing up time to focus on other tasks. That’s something that all businesses would benefit from.

In the meantime, you can check out all the Zetadocs apps available on AppSource to manage all of your processes paper-free. 

Editors Note: This post was originally published in August 2017 and has been revamped and updated for accuracy and comprehensiveness.

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