Speed Up Your Trade Operations

Our original trade templates are optimized for trade operations within Microsoft Dynamics 365 Finance and Supply Chain Management. They allow you to generate export-related documentation and reduce the time spent on complicated import operations. Optimizing and integrating trade operations in Dynamics 365 enable you to manage your business globally and in real-time, ensuring smoother operations overall.

Microsoft Dynamics 365 Finance and Supply Chain Management
Sales Management​
Purchasing Management​
  • Sales contract
  • Invoice
  • Packing list
  • Shipping instruction
  • Shipping advice
  • Certificate of origin
  • Purchase Order
Sales Management​
  • Sales contract
  • Invoice
  • Packing list
  • Shipping instruction
  • Shipping advice
  • Certificate of origin
Purchasing Management​
  • Purchase Order
A customized tab to create trade documents

We have added a customized Trade tab to the standard program, which allows you to input export-doc related information. Some items can be set to automatically pull their initial values from your customer master data.

Customized output conditions to create export documents

Output conditions and initial parameter values can be set for each report.​

Available items: Document title, Format, Output date, NCV title, Pricing unit, Item number, Item title, Consignee, Countersign field, Sign field.

Sample output of an export document​

Here is a sample output of a document created with our Original Trade Template.