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Notification Management walkthrough

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Today's marketplace operates around the clock, so business success depends on agility and speed. Changes to delivery dates, delayed deliveries, or support calls require fast, efficient follow-up. Customers want immediate notification of order confirmations, delayed deliveries, or changing specifications. Many business partners now require automated receipt of sales or purchase documents by email.

To meet these challenges, companies need a flexible, automated response system. STAEDEAN Notification Management ensures accurate delivery of critical information to the right person at the right time.

With STAEDEAN Notification Management, emails send automatically from Microsoft Dynamics 365 Business Central to your email address or SMTP server. The messages can contain Anywhere Mobility Solutions information from Microsoft Dynamics 365 Business Central. You can schedule delivery at the time you specify. You can also add attachments to the email message based on the standard D365 BC functionality for creating reports.

The following table provides links to and descriptions of the topics in this section:

To

See

Notify a salesperson about a change in the credit limit of a customer

Credit limit change

Send a document that authorizes the sale of specified items, issued after receipt of a customer's purchase order

Sales order confirmation

Send a credit memorandum to a buyer

Sales credit memo

Send a framework for a long-term agreement between you and your customer

Blanket sales order

Send an itemized statement of goods or services provided to a business partner

Sales invoice

Send a quote to a prospective buyer

Sales quote

Send a notice or advance shipping notice (ASN) of pending deliveries

Sales shipment

Send a reminder to your customer for an outstanding balance

Reminder

Send a notification for a return order

Sales return order

Notify a customer about the receipt of a returned item

Sales return receipt

Express the intention to buy an item

Purchase order confirmation