First steps

Introduction

When you send emails through Microsoft Dynamics 365 Business Central, the system automatically generates a filename for you.
With the Connector 365 Custom Filename App it is possible to define your own filenames, either per report or per customer/vendor. It is also possible to define different filenames per language. Thereby you can freely define the new preset filename. It is also possible to define your own placeholders for each report, so you can create a dynamic text for your file names. Simply enter the desired placeholder and link it to a field from the report.

Setting up the file names is quick and easy via the document layout for accounts receivable/payable or via the report selection to