Document Dispatch
Extension Features & Optimizations
| Feature | General Availability |
|---|---|
| Factbox Extension for Posted Sales Shipments |  March, 2025 |
| Document Dispatch – Integration with CRM | March, 2025 |
| Integration for Service Document Dispatch | May, 2025 |
| Enable Sending Letters via E-Post service from the Deutsche Post | May, 2025 |
| Enhancements for Email Copilot and Release | May, 2025 |
| Handling and Performance Optimization for MultiMail Preview in Document Dispatch | May, 2025 |
| Migration of New Recipient Structure in Document Dispatch | May, 2025 |
| New Output Type 'Print List' | May, 2025 |
| Dummy Entries for Non-Activated Records in Document Dispatch Queue | May, 2025 |
| Crawler for not send Dispatch Profiles | May, 2025 |
| Extended Recipient handling improvement | May, 2025 |
| Example Codeunit for Output and Attachment Type Codeunit | May, 2025 |
| Retain Files in Dispatch Queue Preview After Sending | May, 2025 |
| Dialog-Based FTP Dispatch | May, 2025 |
| Report Selection and Layout Enhancements | July, 2025 |
| A Combination of Emails that Exceed 250 Characters will be cut | July, 2025 |
| Bulk emails dispatch | December, 2025 |
| PDF/A Validation for ZUGFeRD and XRechnung | Tbd. 1 |
Factbox Extension for Posted Sales Shipments
Enhance your document handling workflows with the new Document Dispatch feature, now extended to the Posted Sales Shipment list and related pages. Utilize Document Dispatch directly on posted sales shipments via the Factbox and Multimail actions, ensuring consistent use across more document types. This update significantly increases efficiency in dispatching documents and provides a seamless user experience with familiar actions.
General Availability: March, 2025
Document Dispatch – Integration with CRM
Introducing the integration of Document Dispatch (EDS) with CRM contact history in Business Central. This enhancement ensures that every outgoing dispatch, whether an email or document, is logged as an interaction on the contact card. Benefits include a centralized timeline for all customer communications, enhanced transparency and documentation of dispatch actions, and comprehensive insight into past interactions for sales and service teams.
General Availability: March, 2025
Integration for Service Document Dispatch
Introducing enhanced Document Dispatch functionality within Business Central Service module for seamless and automatic dispatch of service-related documents. Key areas of improvement include:
- Service Orders
- Automatic dispatch of order confirmations and completed service reports in PDF format.
- Service Contracts
- Automated distribution of contract documents, renewals, amendments, and recurring invoices via email or Peppol.
- Complaint and Warranty Management
- Automatic notifications for complaint acknowledgements and warranty status updates.
- Dispatching and Appointment Scheduling
- Sending appointment confirmations and service reports automatically after appointments.
- Service Items and History
- Automated dispatch of detailed service history reports to customers.
- Spare Parts Management
- Automatic dispatch of spare part orders, delivery notes, and return processing documents.
Benefits include reduced manual tasks, faster information flow, increased transparency, and compliance with regulatory requirements through automated processes. Note: Premium setting is required to access all features.
General Availability: May, 2025
Enable Sending Letters via E-Post service from the Deutsche Post
Introducing the E-Post Integration for Document Dispatch, leveraging Deutsche Post's online services. This feature enables users to send letters electronically via e-post, streamlining the process of dispatching physical or electronic mail. Key functionalities include secure authentication, a user-friendly letter composition interface, seamless submission and tracking, and comprehensive cost management and reporting. By automating mail dispatch, this integration enhances efficiency, ensures reliable delivery, and maintains professional correspondence standards. Integrate this feature to elevate your organization's communication capabilities and operational efficiency.
General Availability: May, 2025
Enhancements for Email Copilot and Release
Introducing significant enhancements to Email Copilot and Document Dispatch, focused on improving usability, email creation, and data visibility. Users can now leverage Subject Line Generation via Copilot to create cohesive, fully AI-generated emails, including subject lines. Additionally, a dedicated Prompt Field for Dispatch Profiles allows users to enter AI instructions separately, safeguarding Dispatch Profile descriptions. UI optimizations ensure a cleaner interface by displaying only relevant columns, resulting in an improved user experience, enhanced automation, and greater control over AI-generated content.
General Availability: May, 2025
Handling and Performance Optimization for MultiMail Preview in Document Dispatch
Introducing improved performance management for MultiMail Preview in Document Dispatch. This feature optimizes system stability by limiting excessive record selections, thereby preventing performance degradation during preview and posting processes. Users will experience increased responsiveness, efficient handling of large datasets, and optimized workflows without operational bottlenecks. Enjoy clear feedback and a seamless document dispatch experience.
General Availability: May, 2025
Migration of New Recipient Structure in Document Dispatch
Introducing the new recipient structure migration feature for Document Dispatch. This enhancement optimizes recipient management by integrating three distinct recipient sources: manually maintained Business Partners, master data-connected Extended Business Partners, and dynamically determined Dynamic Business Partners. This restructuring ensures greater flexibility in recipient assignment, improved accuracy in email dispatching, and a smooth transition from the previous system.
General Availability: May, 2025
New Output Type 'Print List'
Introducing the new 'Print List' output type in Document Dispatch. Users can now efficiently manage and track print jobs directly within Business Central. A dedicated tile in the Role Center displays the count of pending print entries; clicking the tile opens a detailed list of all pending records. Users can select multiple entries to generate a combined PDF file, with statuses updated post-processing. This enhancement simplifies batch printing and improves the user experience by clearly organizing print tasks and aligning with WebClient functionality.
General Availability: May, 2025
Dummy Entries for Non-Activated Records in Document Dispatch Queue
Introducing dummy entry functionality for non-activated records in the Document Dispatch Queue. This new feature allows users to add placeholder entries for records processed without active dispatch configurations. Users gain the ability to track non-dispatched records, view the count of such entries directly from the Role Center, and easily activate Business Partners for dispatch. The feature also enables reprocessing of these records upon activation, significantly enhancing visibility, user control, and proactive workflow management.
General Availability: May, 2025
Crawler for not send Dispatch Profiles
Introducing a new crawler feature in Document Dispatch designed to systematically identify records not sent through any dispatch profile. Users can manually trigger the crawler to analyze dispatch profiles and view unsent entries clearly listed. Additionally, the crawler can be initiated based on specific dispatch profile configurations with flexible filtering options, ensuring comprehensive monitoring and improved dispatch reliability.
General Availability: May, 2025
Extended Recipient handling improvement
Introducing enhanced recipient management improvements within Document Dispatch. This feature ensures mandatory email validation, consolidates recipient entries, and significantly improves reliability in multi-mail processing. It reduces email delivery failures and enhances logging capabilities for better debugging. Users will experience more efficient, reliable, and streamlined document dispatch operations.
General Availability: May, 2025
Example Codeunit for Output and Attachment Type Codeunit
Expand the Document Dispatch functionality with new standardized example Codeunits for "Codeunit" output and attachment types. This feature includes an example Codeunit for dispatch that integrates with the Simova API, allowing testers to validate the "Codeunit" dispatch type without custom development. Additionally, a standard attachment Codeunit is provided to demonstrate converting a Base64-encoded string into a PDF attachment. These examples enhance documentation, facilitate adoption, and accelerate development by offering ready-to-use templates, ultimately reducing errors and improving efficiency.
General Availability: May, 2025
Retain Files in Dispatch Queue Preview After Sending
Enhance your Document Dispatch experience with the ability to retain files in the preview section of the Dispatch Queue even after they are marked as "Sent". This feature allows for post-sending review and improves traceability and visibility of past dispatches. Users can define a timeframe for automatic removal to maintain system performance and control data retention.
General Availability: May, 2025
Dialog-Based FTP Dispatch
Introducing a new dialog-based dispatch workflow for FTP in Document Dispatch, this feature aligns FTP transmissions with existing dialog dispatch options for Email and ePost. Users can preview files, add documents, and confirm the destination FTP server before sending, ensuring a consistent, transparent, and user-friendly experience. Benefits include a unified user experience across all dispatch types, greater control during FTP dispatch, and reduced risk of misdirected or incomplete transmissions.
General Availability: May, 2025
Report Selection and Layout Enhancements
Enhance your Document Dispatch with dynamic report layout and selection capabilities. This feature allows users to define and automate report selections, ensuring the correct layouts are used for each document. Benefit from precise control over report attachments, improved compatibility with custom partner tables, and a simplified setup process utilizing existing Business Central configurations.
General Availability: July, 2025
A Combination of Emails that Exceed 250 Characters will be cut
This feature enhances the Document Dispatch system by eliminating the 250-character limit in email address fields. By utilizing BLOB fields, users can now input and process multiple email addresses without restriction, enabling extensive lists of recipients and removing previous technical constraints. This improvement increases flexibility in communication scenarios involving group or multi-contact dispatching.
General Availability: July, 2025
Bulk emails dispatch
Introducing bulk email sending capabilities to Document Dispatch, seamlessly integrated with Microsoft Dynamics Business Central's CRM. This feature leverages Azure Email Communication Services to efficiently manage and deliver emails at scale, enabling users to execute effective email campaigns directly from Business Central. Benefits include enhanced customer engagement through targeted communications, increased productivity by reducing manual processes, and ensured scalability and compliance with email delivery standards.
General Availability: December, 2025
PDF/A Validation for ZUGFeRD and XRechnung
Introducing the Test Output action in the Document Dispatch module, enabling users to download and test each attachment in a dispatch profile. This feature ensures that attachments can be verified for successful downloads or identified errors, enhancing reliability and efficiency in document dispatch processes.
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No release date has been set for this feature yet. ↩