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Connector 365
Custom Filename
Define customized filenames for your files
When you create a file via Microsoft Dynamics 365 Business Central, the system automatically generates a filename for you. However, this automatically generated filename only contains the type of document and the number. This is often not enough and you then have to manually add more context in the mail.
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With the Connector 365 Custom Filename App it is possible to define your own default filenames, both per report and debitor/vendor. It is also possible to define your own placeholders for each report, creating dynamic text for your filenames. Simply enter the desired placeholder and link it to a field from the report.
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The setup of the app is intuitive and quickly implemented, so that users can also make adjustments here independently.
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Freely definable file names per report
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Freely definable file names per creditor/debitor via document layouts
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Own placeholders for dynamic subject
Connector 365
For all versions from BC15
SAAS
To download Custom Filename from the AppSource, please follow the link below.
ON PREM
If you would like to order Custom Filename for your system, follow the link below.
You can find more information and assistance here!
Functions may vary depending on the software and hardware used, as well as the version and infrastructure.
