With our new app, the standardised, meaningless filenames created by Microsoft Dynamics 365 Business Central are a thing of the past.
Because with Connector 365 Custom Filename you create dynamic filenames and decide which information from Business Central should go into your filenames. Alternatively, you can choose a fixed filename. The decision is now in your hands!
The system still automatically generates a filename in the standard system if, for example, you create an invoice in Business Central and then send it as an e-mail to your customers directly via the system. Changing the filename is only possible by downloading the file and manually changing the filename and then uploading this file back into the system.
With Custom Filename you set up how Business Central should generate your filenames. Set it up globally for each report and, if desired, customise it per creditor/debitor via the document layouts. Everything is possible!
Set up via report selection
To set up by report selection, use the search function to open the corresponging report selection, e.g. the one for sales. Here you select the desired report, e.g. invoice.
In the report selection, click on the field "filename". There you can create your individualised filename. To create a dynamic filename, use placeholders, which you must predefine yourself.
Your filename for your invoices, could be from now on with our Custom Filename, one of the following:
Your invoice %1_%2_%3
Your invoice_100241_02-10-2023_300,00
In our docu-portal you will find further help for the setup.
Set up via customer
In addition to the global set up, you also have the option of defining the filename for each creditor/debitor individually. If you create a different filename for a customer, it will overwrite the general setup you made in the report selection.
Select the desired customer and open the document layouts here. Then proceed here as with the global setup, with the difference that if you use the same placeholders, you no longer have to define them. Here, too, you can create a dynamic filename in addition to a static one.
How to - Video
In our video we show you how to set up our Custom Filename app, so that you too can have easily personalised filenames generated by Business Central in no time at all.
Custom Filename - your everyday hero for personalised filenames
Generate dynamic filenames that contain relevant information for you and your customers. Save time and work more effectively with Custom Filenames.
Arrange your personal consultation appointment now or download the app now in the Microsoft AppSource and test it for 30 days without obligation!