Core extensions
Electronic Data Interchange (EDI)
- Release notes
- Introduction
- FAQ
- Core module
  - Introduction
  - Process overview
  - Trading partner and documents
  - Setup
  - Processing
    - Functional acknowledgement outbound
    - Functional acknowledgement inbound
  - Managing files
  - Workspaces
    - EDI Document maintenance workspace
  - Inquiries
    - Functional acknowledgement received
    - Trading partner documents
  - Other
  - Technical guide
    - Web API
    - Technical FAQ
- Customer module
- Vendor module
- 3PL module
- Freight forwarder for Landed cost module
- Integration systems module
  - Introduction
  - Setup
    - Integration systems
    - Trading partners
  - Processing
    - Customer
    - Customer group
- Roadmap and release schedule
- Definitions and Acronyms
Finance utilities
- Release notes
- Introduction
- Setup
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
  - ABN lookup
    - ABN lookup and validation
  - Budgeting
    - Budget import
  - Encryption/decryption
    - Encryption/decryption
- Processing
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
    - Customer remittance import
  - ABN lookup
    - ABN lookup and validation
  - Budgeting
    - Budget import
    - Example file format
- Other
  - Data entities
- Roadmap and release schedule
- FAQ
Forex contract
- Release notes
- Introduction
- Setup
  - Forex contract parameters
  - Forex over allocation
- Processing
- Other
  - Data entities
  - Security configuration
- Roadmap
Insights for D365 FO
- Release notes
- Introduction
- Setup
- Periodic monitoring
  - Periodic monitoring configuration
  - Number sequence monitoring
- BatchJob monitoring
- Review and set up monitored data
- Azure Application Insights
  - Dashboards
  - Alerts on Azure Azure Application Insights
- FAQ
Item creation wizard
- Release notes
- Introduction
- FAQ
- Setup
  - Item creation parameters
  - Item creation workflows
  - Item creation
  - Item setup
    - Item status
    - Item creation workflows
  - File management
    - File management
- Processing
- Periodic tasks
  - Update item status
  - Item creation
    - Creation import files
    - Item import
  - Item status
    - Automatic status update
- Inquiries
  - Creation import sessions
- Other
License manager
- Release notes
- Introduction
- D365 FO
- PowerApp
- FAQ
Smart Business Form Email Manager (Smart Send)
- Release notes
- Introduction
- FAQ
- Setup
- Processing
  - Email processing
  - Electronic Reporting
- Other
- Roadmap
Solutions for DocuSign and Dynamics 365
- Release notes
- Introduction
- FAQ
- Setup
- Inquiries
  - Documents
  - Exceptions
- Other

Overview

DXC Smart Business Form Email Manager for Microsoft Dynamics 365 Finance and Operations (or Smart Send) is a simple and smart solution for sending business forms and other reports to your customers and vendors.

To install Smart Send, first check to make sure you have the latest copy of the installation files.

The solution is delivered as a deployable package only.

Refer to the following link on how to Manage third-party models and runtime packages by using source control.

Licensing

SmartSend License is managed using DXC License Manager.