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META Email & Fax
Microsoft Dynamics NAV Add-On

META Email & Fax Microsoft Dynamics NAV Add-On allows the user to send emails & fax documents in professional PDF formats to multiple recipients, both automatically and manually.

Email Menu

A new category named as “Email & Fax” is created after installing the Add-On. Any new changes in the email configuration are done through this category

Isn’t emailing and faxing to several recipients one by one a very tedious and time taking process? With the new META Email and Fax add-on for Dynamics NAV, you can send emails and faxes with attached PDF documents to multiple customers, vendors, partners, and contacts with a single click of the mouse.

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Supported Platforms

Dynamics NAV
Dynamics NAV
Dynamics NAV
2013 R2
Dynamics NAV
Dynamics NAV
Dynamics NAV

MetaOption LLC, a gold certified partner of Microsoft, has designed META Email & Fax Dynamics NAV Add-On to address business needs for sending mass emails and faxes with PDF document attachment automatically or manually. This application has been designed to automate mass correspondence using emails with PDF attachments to customers’, vendors’ or contacts’ listed email ids. The email template can be personalized to contain information such as company logo, any information from the corresponding document, customer data, data formatting, multiple attachments, etc.

Benefits of META Email & Fax with Microsoft Dynamics NAV

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Emails can be easily configured as per the individual requirements of the customer/vendor.The Email Accounts determine a particular report, which needs to be sent as an email template.

  • Time & Cost Saving: You can create, send or retrieve documents electronically. This saves your time and money for doing the same manually on papers.
  • Improved Customer Service: It helps your Sales, Finance & Customer Service teams to respond quickly to the inquiries made by customers.
  • Secure Protection: The add-on uses SMTP internet standard for securing email transmissions to multiple recipients.
  • Data Recovery: Negligible locking issue on document faxing through NAS (NAV Application Server) backend support.
  • Easy Processes: It sends professional documents in PDF format in batches to recipients periodically by setting automatic schedules.
  • Reports: Customized every report in Dynamics NAV like sales quote, sales invoice, sales order, etc.
  • Faster Sending Mails: Automatically send emails to single/multiple recipients at the time of releasing and posting the documents or as per customer specific trigger.
  • Easy Sorting: Sorting of specific documents or emails for reference is very easy.
  • No Chances of Error: There are minimal chances of human error with pre-chosen communication settings.
  • Enhanced Customer Satisfaction: Send communication information from Company Information or Responsibility Center.
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The Email body/format can be easily customized by going to the Email Structure page

Email Setup For Customer

Report can be sent in PDF format as an attachment with the email

You can also batch send customers, vendors, partners and contacts information such as-

meta-pdf fax

cloud power

Gold Collaboration and Content
Gold Enterprises Resource Planning
Gold Customer Relationship Management
Silver Application Development
Silver Hosting
Silver Messaging
Silver Midmarket Solution Provider
Silver Mobility
Server Platform

Managing Multiple Recipients

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The META Email & Fax is a Microsoft Dynamics NAV add-on developed with the aim of achieving negligible human error through correspondence automation with pre-chosen settings. Archive documents for easy retrieval; improve company’s relations and communication quality with customers, employees, clients and partners through back-references.

  • Add Multiple recipients and CC (or BCC) other email addresses
  • Customize email/fax messages by user, and by document.
  • Customize message body & Subject with attachment details as per the recipient
  • Store and audit trail of who emailed or faxed the PDF and what document was attached
  • Store a copy of sent document, which can be restored and printed

Make the most of this virtual solution to foster company’s CSR initiatives by reducing carbon footprint through emailing important correspondence than printing and sending hard copies.

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