Document Email Management · Dynamics 365 Finance & SCM
Document emailing and tracking, made easy.
Email invoices, statements, purchase orders and more from Finance & Operations, one at a time or in scheduled batches. Always know what was sent, when and to whom, with the exact PDF on file.
- Original PDF archived
- Every attempt recorded
- AR and AP kept separate
Illustration shows example data.
Questions you can finally answer in seconds
- “Did that invoice actually go out?”
Status and attempt history for every document, by company and type.
- “Which PDF did the customer receive?”
The exact archived file, checksum and all, even after layouts change.
- “Why did last night's batch skip three vendors?”
Batch runs reconcile eligible, queued, sent, failed and skipped counts, with the exceptions linked.
- “Can we prove we sent it?”
A printable transmission record alongside the original PDF.
Customer and vendor documents, covered
The first release covers the documents finance teams email most. Availability depends on the apps, formats and configuration in your environment.
ARCustomer documents
- Sales invoice
- Free-text invoice
- Credit note
- Customer statement
- Collection letter
- Sales quotation
- Order confirmation
APVendor and purchasing documents
- Remittance advice
- Purchase order
- Purchase order change
- Purchase return
From posted document to proof of sending
- 1
Select
From a source record, the eligible-documents list or a scheduled batch.
- 2
Compose
Template and recipients resolved by your rules; preview before sending.
- 3
Archive
The PDF is stored with a checksum before anything leaves F&O.
- 4
Send
Queued and submitted by background workers, with controlled retries.
- 5
Track and prove
Every attempt recorded; print a transmission proof whenever you need it.
Everything you need to send, track and prove
Send one or many
Email a single document straight from its record, or select many eligible documents and queue them in one go. Each document gets its own email and PDF.
Scheduled batches
Rules pick up posted documents by company, type, date and customer or vendor group, then send on a schedule. Test the selection with a dry run first.
One central queue
Every message, its status, attempts and errors in one place. Hold, release, cancel, retry or resend, with checks that stop accidental duplicates.
The exact PDF, archived
The PDF is stored at the moment of sending with a SHA-256 checksum. Later layout or customer changes never alter what was sent.
Proof of transmission
Print a cover sheet with the recorded send details for any attempt, followed by the original archived PDF, unchanged.
Exception workbench
Failures and unknown outcomes land in one list to investigate, assign, correct the recipient with an audit trail, and retry.
Templates and recipient rules
Controlled email templates with approved placeholders, and rules that pick the right contact for each document type, with a fallback.
Reports and audit export
Who sent what, when, to whom and with what result, by company, document type and date. Export to PDF or Excel.
Every document has an honest status
Statuses follow each message from selection to result. Unknown outcomes are quarantined, never blindly retried.
Sent means accepted by your email provider. We never mark an email as delivered or read, so your audit trail only states what can be proven.
Five roles, with AR and AP kept apart
Built on native F&O security and legal-entity access. Customer documents never appear to vendor-side users, and vice versa, unless a role grants it.
- All
Administrator
Configures providers, templates, rules and retention; manages the queue across companies.
- AR
AR Administrator
Sends, schedules, retries and resends customer documents; views their PDFs and history.
- AP
AP Administrator
Does the same for vendor and purchasing documents.
- AR
AR View Only
Reads customer document status, history and PDFs and prints proofs. Can never send.
- AP
AP View Only
Reads vendor document status, history and PDFs and prints proofs. Can never send.
- Attempt history can't be edited or deleted, by anyone
- Resends are new attempts with a reason; the original stays intact
- PDF views, prints and downloads are audited
- Retention and legal hold set by administrators, with audit entries
Questions about Document Email Management
Does "Sent" mean the customer received the email?
No. Sent means your email provider accepted the message. The add-on never claims inbox delivery or a read receipt, so your records stay accurate.
What happens if the result of a send is unclear?
It is marked Unknown and held back from automatic retry. Someone checks the provider logs, records the outcome, and only then retries if the message was not accepted. This prevents duplicate emails.
Can we resend a document that was already sent?
Yes, as an intentional resend with a reason. It uses the original archived PDF by default and creates a new attempt, while the original record stays exactly as it was.
Can our AP team see customer documents?
Not unless they also hold an AR role. Customer and vendor documents are kept apart in searches, counts, reports, exports and direct links. If someone has several roles, they get the combined access.
Does it replace F&O posting or approval workflows?
No. It sends documents once they are posted or approved through your existing F&O processes.
Which email service does it use?
It sends through the email provider you configure during setup. Credentials are kept in configuration and never shown in the application.
Is it available for Business Central?
This add-on is built for Dynamics 365 Finance & Operations.
Document Email Management at a glance
- Platform
- Dynamics 365 Finance & Supply Chain Management
- Status
- Available
- Supported versions
- Dynamics 365 Finance & Operations. Supplied as a deployable package for your version.
- Deployment
- Deployable package applied through Lifecycle Services or the Power Platform admin center, sandbox first.
- Documentation
- Setup guide and reference
- Licensing
- Contact us for licensing and pricing
- Microsoft Marketplace
- Contact us for access
The illustration on this page uses example data. Request a demo to see the product with scenarios like yours.
More TSL Labs add-ons for Finance & Operations
See Document Email Management in action
We'll walk through sending, tracking and proof of transmission using your document types.