3

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


STATUS DETAILS
New