Current Behavior
When generating Customer Account Statements (and other reports) via batch processing in Dynamics 365 Finance:
Output documents are stored in the Print Archive
Files are saved with generic names (e.g., Customer Account Statement.pdf)
There is no option to bulk download documents from the Print Archive
Files must be downloaded individually
Problem Statement
This creates significant challenges for customers running high-volume processes, such as generating statements for hundreds or thousands of customers:
1. Lack of Bulk Download Capability
Users must manually download each file one-by-one
This is:
Time-consuming
Error-prone
Operationally inefficient
Not feasible for enterprise-scale operations
2. No Dynamic File Naming
Files are saved with identical names
No ability to include:
Customer account
Customer name
Statement ID
Date/period
Result:
Files are indistinguishable in the print archive
Users cannot easily identify or organize outputs
Business Impact
Limits adoption of batch processing for large-scale operations
Increases:
Manual effort
Processing time
Risk of human error
Proposed Enhancement / Design Change
Introduce the following capabilities in Print Management / Print Archive:
1. Bulk Download Option
Ability to:
Select multiple documents
Download as:
ZIP file
Batch export
2. Dynamic File Naming Configuration
Allow file naming patterns such as:
__.pdf
