Eliminate email chaos with Dynamics 365 Business Central. Setting up an email within Business Central allows you to run specific email scenarios to automatically send important reports like purchase orders and invoices without having to open an email app.
Set Up Email Accounts
- In the global search, enter “Email Accounts” and select the option in red.
- Select New > Add an email account.
- Select Next
- Select the option for the email type you would like to setup and click Next.
- Follow the steps for the email setup.
- Once it is setup, it will show up in the email accounts list.
To test the configuration, select Process > Send Test Email.
Once configured, email functionality is enabled across Business Central.
Configure Email Scenarios
Email Scenarios allow specific documents to be sent from designated email addresses.
In the Email Accounts page, you have an “Email Scenarios” option.
This option will allow you to set specific documents to be sent from a specific email address that is setup within the system.
Any unassigned documents are sent using the default email account.
Microsoft documentation provides additional details on Email Scenarios and supported configurations.
Where This Fits in Business Central Projects
Email setup and scenario configuration are commonly completed during a Business Central implementation to ensure documents are routed correctly and consistently across teams.
Need Help with Email Configuration?
If you need help setting up email accounts, scenarios, or automated document delivery in Business Central, our consultants can assist.
