Dear #Dynamics365 user community and fellow industry experts, today I am going to introduce our flagship product - #EASYDOX.
Time and time again over my years of consulting journey for #AXAPTA and later on #MicrosoftDynamics365, I came across many customers asking for an ability to communicate effectively with their vendors and customers through emails triggered from their ERP. No matter how simple and basic this requirement seems, there isn't any real "easy" and "user friendly" option within #D365FO to achieve the same. Electronic reporting framework have introduced some capabilities in this regard, but in my opinion, they are still in their infancy and very technical for them to be considered as a business solution.
Over the period, I have seen many different customisations and developments which were built to address this "simple" yet sometimes "critical" requirement of customers. In my view, almost all of these solutions were technical solutions which were not designed for end users (from sales / marketing teams of customers). At the minimum they all required #HTML code to achieve a bare minimum email body which can include one or two sentences (due to the rigidness of HTML coding and lack of technical skills and expertise in customer organisations). It is always an uphill task to include any images, logos, tables or even a basic formatted text.
Below image is a perfect example that shows how these solutions required HTML coding to generate simple email messages. Formatting of the layout and right placement of objects within email body poses another set of challenges - even for technical team members.
Considering the high dependence on technical skills (#HTML programming) these solutions were rarely adapted by business users. It was always a costly affair to build those solutions and even to maintain them due to their dependence on technically skilled resources. Most of these solutions failed to be scalable and businesses have pretty much lived with same email messages provided to them by their partners or technical teams for years.
To overcome this gap in the great ERP that #Dynamics365FO is, we decided to build an easiest yet powerful emailing solution which is strongly focused to be a business user's solution. #EasyDox is a NO CODE solution which allows business users to easily construct a highly professional email messages (not just email bodies but even context sensitive subjects, attachment files names and even number of attachments). EasyDox allow our customers to communicate with their vendors / customers in their own languages making the entire communication personalised and very effective.
With EasyDox, any users with basic knowledge Microsoft Office suite can generate highly impactful email messages which can contain not just well formatted texts but also images, logos, GIFs, data tables, colored texts and table designs, web links, links to payment gateways, google maps etc. to elevate the effectiveness of the overall communication.
Please visit our product page here to explore more email samples generated by EasyDox.
Below are some of the key features of EasyDox:
Easy, easy, easy - The UI and process of EasyDox is designed to make it the easiest solution.
Natively support email designs with rich media elements
Placeholders - Dynamically fetches data values such as amounts, due dates etc.
Meta tags - Similar to placeholders but uses data entities of D365 which enables users to possibly include any possible fields from related tables such as customer master, vendor master, customer transactions, sales order header or purchase order header etc.
Static attachments - Enables additional static document attachments for emails.
Dynamics attachments - These are documents attached on transactions such as sales order / purchase order.
Security – EasyDox is shipped with built-in user roles to allow our customers to securely manage user access.
If you are interested learn more about EasyDox and how it can help you elevate your email communications from Dynamics 365 Finance & Operations then please reach out to us at sales@OjasBusinessSystems.com You can also visit our product page on #Microsoft #AppSource at Business Apps – Microsoft AppSource
Thank you for reading. I hope this post gives you a good introduction to EasyDox and the vision with which is built. In next posts, I will try to deep dive into some of the key features and capabilities of EasyDox.
You can also let me know in comments if you wish me to focus on any specific feature of EasyDox.
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