With PI Conteksto, prisma informatik extends the standard functionality of Microsoft Dynamics 365 Business Central with powerful capabilities for managing and using text modules.
Every day, companies face the challenge of designing efficient business processes while ensuring professional customer communication. Recurring text is indispensable, particularly in quotes, orders, delivery notes, and invoices. With PI Conteksto, prisma informatik extends the standard functionality of Microsoft Dynamics 365 Business Central with powerful capabilities for managing, formatting, and automating document text.
The solution helps companies centrally manage standard text, customize documents, and automatically insert recurring content. This reduces manual steps, prevents errors, and sustainably improves the quality of business documents.
What is PI Conteksto?
PI Conteksto is an extension for Microsoft Dynamics 365 Business Central that makes working with text modules significantly more convenient than the ERP system’s standard functions. The app allows you to flexibly use and centrally manage introductory and concluding text, product descriptions, or customer-specific notes. Companies with a high volume of documents, in particular, benefit from the centralized management of their standard texts and their automated integration into business processes.
More capabilities than the Business Central standard
While Business Central already supports standard texts, PI Conteksto expands these capabilities with numerous practical features.
These include, among others:
- Extensive formatting options, such as bold text
- Convenient management of longer introductory and closing texts, such as delivery terms or terms and conditions
- text modules directly on document lines for items, resources, or services
- customer-specific texts and notes at the customer level
- customized salutations and closing texts for more personalized customer communication
This results in professionally designed documents that can be flexibly adapted to different customers, products, or business processes.
Automated document texts save time
A key advantage of PI Conteksto is the automation of recurring text. When text modules are defined as automatic document texts, Business Central automatically inserts them into newly created documents. At the same time, you still have the option to manually select or supplement content as needed. This significantly reduces administrative effort and ensures that important information is reliably included in every relevant document.
Centralized management of all text modules
All standard texts are managed in a centralized overview. Changes therefore only need to be made once and are then available system-wide.
In addition, you can:
- store different texts for different locations or organizational units
- define time-controlled text blocks for seasonal notices or promotional periods
- manage organizational announcements for employees directly in the system
This centralized maintenance increases document consistency and significantly simplifies administration.
Personalized customer communication without programming
PI Conteksto enables business units to flexibly customize text modules without having to make changes to the source code. This allows companies to remain independent of custom programming and quickly adapt content to new requirements. In sales in particular, this results in customer-focused documents containing personalized information, detailed product descriptions, or supplementary notes that improve service and strengthen customer loyalty.
Efficiently create E-Invoices
Structured document creation also plays a key role in generating e-invoices. While invoice data is transmitted in machine-readable formats such as XRechnung or ZUGFeRD, additional information remains relevant to the invoice recipient. With PI Conteksto, for example, payment information, service notices, delivery terms, or legal notices can be automatically integrated into the invoice—without any additional manual effort.
What are the benefits of PI Conteksto?
With PI Conteksto, companies benefit from, among other things:
- centralized management of all standard texts
- automatic insertion of introductory and closing texts
- formattable long texts for professional documents
- text modules at the document and line level
- customer-specific texts for accounts receivable
- integration into existing sales processes
- time-controlled and location-based texts
- organizational announcements for employees
- flexible customizations without custom programming
PI Conteksto thus enhances Microsoft Dynamics 365 Business Central with powerful features for the professional management of text modules. Companies can automate their document creation, reduce maintenance efforts, and simultaneously generate customized customer documents of consistent quality.
