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.
- 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 confirm all is working as intended, you can send a test email under Process > Send Test Email.
Once it is setup, that will enable the emailing function within BC.
Email Scenarios
If you need certain documents to be sent from a specific email, you can setup Email Scenarios.
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.
Anything that is not assigned will be sent through the default method. Here is a link from Microsoft that further describes this functionality. For any additional questions, feel free to reach out to Sales@BondConsultingServices.com or you can click here to schedule a free consultation with one of our Business Central expert consultants. Alternatively, you can visit our YouTube channel for helpful videos and walkthroughs of Dynamics 365 capabilities.
