Advanced Email Management (AEM)

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Deliver your Documents Elegantly and Efficiently with AEM for Dynamics 365

Make sure that your emailed documents are consistently elegant, personalized and appropriate to each Dynamics 365 process. When generating an email to send a report, AEM will apply a predefined template within print management. This allows for the possibility of applying customized body templates and subjects.

Another advantage of AEM is that it allows you to include markers with relevant information from the associated document such as the sales order number or the customer’s name. This further customization helps to consolidate your document branding and corporate image.


AEM supports most common document types:

  • Collection letter notes
  • Picking lists
  • Project invoices
  • Project quotations
  • Purchase orders
  • Sales order confirmations
  • Sales delivery notes
  • Sales invoices
  • Sales quotation confirmations
  • Services invoices

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