Many organisations have invested heavily in ERP systems, yet still rely on manual steps to send documents to customers. Even something as routine as emailing an invoice can involve downloading PDFs, attaching files, copying recipients, and rewriting email content. It is a small task that quickly becomes a daily burden.
In a typical Dynamics 365 workflow, invoices are generated as PDFs and displayed on screen. From there, users must download the file, attach it to an email, select recipients, and send it manually. This approach slows down operations, introduces inconsistency, and increases the risk of errors such as missing attachments or incorrect recipients.
Despite being common, many organisations are unaware that this process can be fully automated.
Lasernet removes manual email handling entirely. By sending the document to a predefined Lasernet destination, the entire email process runs automatically in the background.
Recipients, CC and BCC rules, subject lines, and email body text are all dynamically generated using data from the document itself. Emails can even be produced in the customer’s preferred language. From the user’s perspective, sending an invoice becomes a single action in Dynamics 365.
For any organisation sending documents electronically, automated email delivery is not a luxury, it is a baseline requirement. Lasernet ensures documents move from ERP to customer with zero friction, freeing teams to focus on higher-value work.
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This use case is shared in collaboration with ERP Mechanics, a trusted Lasernet partner specialising in automating document distribution from Dynamics 365. Their expertise helps organisations eliminate manual email handling and deliver documents reliably at scale.