One-Click Invoice PDF Emailer for Dynamics 365 Sales
kiadó: AccessOrange Ltd.
Generate a PDF from your Dynamics 365 Sales invoice template and email it to customers in one click.
One-Click Invoice PDF Emailer for Dynamics 365 Sales helps sales and finance teams turn approved invoices into professionally formatted PDFs and email them to customers immediately—directly from the invoice record.
How it works
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Adds an Approve & Send button on Dynamics 365 Sales invoices
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Generates a PDF from a Word template (template can be set per customer account or territory)
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Creates and sends a Dynamics 365 email with the PDF attached
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Supports optional internal CC recipients for visibility and tracking
Key benefits
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Faster invoicing and fewer manual steps
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Consistent invoice formatting using your approved templates
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Simple setup and repeatable one-click process for end users
Configuration highlights
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Choose sender and CC recipients via environment settings
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Select the invoice template per account or territory
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Requires Power Automate and appropriate connector licensing
