Seamless FTP SFTP Delivery in SD Document Sender App for D365 BC

Major Update: Seamless FTP SFTP Delivery in SD Document Sender App for D365 BC

We’re excited to announce a powerful new enhancement enabling Seamless FTP SFTP Delivery in SD Document Sender App for D365 BC – you can now automatically or manually transfer draft document attachments directly to FTP/SFTP servers.

This latest release provides even greater flexibility and control over how your standard documents are sent and managed across your organisation, further streamlining your document distribution workflows in D365 Business Central.

Seamless FTP SFTP Delivery in SD Document Sender App for D365 BC – Smarter Document Distribution

Whether you’re a growing SME or a large enterprise, managing document flow efficiently in Dynamics 365 Business Central is vital. With this major update, you can now transfer draft versions of attachments (before final document posting) to FTP/SFTP, enabling seamless integration with third-party systems, external partners, or backup environments — all from within D365.

Perfect for organisations who need to:

Exchange files with logistics partners or warehouse management systems.
Maintain pre-posting document copies for review or archiving.
Integrate with third-party approval systems or automation tools.

Streamline Your Document Process in D365 Business Central

The SD Document Sender App gives you the flexibility to automate, schedule, or manually send all your standard Dynamics 365 Business Central documents. Whether you’re sending Sales Invoices, Remittances, or Customer Statements, the app enables consistent, professional, and secure communications — now with even more sending options.

Key Features at a Glance

✔ Automated Scheduled or Manual Sending via Email, Print, Azure Blob, and now FTP/SFTP
✔ Rich HTML Email Editor for professional, branded communications
✔ Flexible Sending Options – batch or individual, manual or automatic
✔ Dynamic Placeholders to auto-fill email subject lines and bodies
✔ Auto Attachments – e.g., include promotional flyers based on date ranges
✔ Full Document History Tracking
✔ Send as PDF or Electronic Document
✔ Aggregate Emails per account for simplified communication
✔ Comprehensive Template Library included

Use Case Examples – Automation Made Easy

Imagine the time and cost savings when your team no longer needs to send documents manually:

Sales Quotes – Automatically email when released, or follow up when expired
Order Confirmations – Send when released or when goods are shipped
Shipment Advices – Auto-trigger on shipment posting
Sales Invoices – Dispatch on issue or send reminders when due
Remittances – Automatically email customers and vendors
Customer Statements – At month-end or on-demand
Circulars & Promotions – Send to targeted customer/vendor lists

See It in Action – Trial the App Today

Ready to optimise how your business handles document distribution in D365 Business Central?

Trial the SD Document Sender App today and see how easy it is to automate and manage your document workflows – now with the added power of FTP/SFTP draft attachment transfers.

🔗 Trial the App on AppSource
💡 Check out Pricing, User Guide, Version History and more

✨ Other Resources – Related Blog

Make sending documents in D365 Business Central smarter, faster, and more secure – with SD Document Sender