Overview

In Microsoft Dynamics 365 Business Central, users often require the ability to send emails with delivery receipts, particularly for critical documents like invoices and orders. However, the current system does not allow granular control to enable this feature selectively for specific customers. Enhancing this functionality would provide businesses with greater flexibility and improve customer communication efficiency.

Proposed Feature: Selective Email Delivery Receipts

Key Features:

1. Customer-Specific Settings:

• Custom Configuration: Allow users to configure email delivery receipt settings at the customer level. This would enable businesses to specify which customers should receive delivery receipts for their emails.
• Boolean Option: Introduce a Boolean field in the customer card to toggle email delivery receipts on or off for individual customers.

1. Document-Specific Settings:

• Granular Control: Provide options to enable or disable delivery receipts for specific document types such as invoices, orders, and quotes.
• Default Settings: Allow users to set default email delivery receipt preferences for different document types, which can be overridden at the customer level.

1. Enhanced Email Templates:

• Dynamic Fields: Enable dynamic fields in email templates to include delivery receipt requests only when required, based on customer or document-specific settings.
• Customizable Notifications: Allow customization of email delivery receipt notifications to include specific information such as customer name, document type, and document number.

1. Centralized Management:

• Email Log: Implement a centralized email log that tracks which emails were sent with delivery receipts and their status. This log should be accessible from both the customer card and document entries.
• Job Queue Integration: Integrate with the job queue to handle large volumes of email delivery receipts efficiently, ensuring that emails are sent in a timely manner without impacting system performance.

Benefits:

1. Improved Customer Communication:

• Ensure that critical communications are acknowledged by customers, enhancing transparency and accountability.

1. Flexibility and Control:

• Provide businesses with the flexibility to manage email delivery receipts on a per-customer and per-document basis, aligning with their specific operational needs.

1. Operational Efficiency:

• Reduce unnecessary email traffic and system load by sending delivery receipts only when needed, improving overall system performance.

1. Enhanced Tracking and Compliance:

• Maintain comprehensive records of email communications and delivery receipts, aiding in compliance and audit processes.