Are you using email scenarios? If not, you should. Check the video for how simple it is to enhance your email sending to support scenarios, even custom ones:
As you probably have noticed, the SMTP module was replaced by “Email – SMTP Connector” and “Email – SMTP API” apps in the Business Central 20 version and will cause an error if you use the standard SMTP module. So, in this article, I will present possible SMTP mailing usages and how you can rework the old functionality.
By standard, D365 Business Central can send posted sales invoice email to the customer. What if you want to include other files in the email as well ? I will describe it here on how to customize it to include all the attachments in the sales invoice email.
To achieve this is quite easy, you only need to subscribe to OnBeforeSendEmail on Codeunit Document-Mailing. You can then call the procedure to add the attachments to the Email Item.
Today I had to send a specific email from Business Central from a specific backoffice account. Roberto Stefanetti has written an excellent blog post about Business Central email and email scenarios. Which is fine for the built in processes but I had an entirely new scenario.
I saw a question in community yesterday, is there a way to automatically attach a PDF to a posted sales invoice? He wants to save the report before posting in the posted sales invoice.
In fact, BC has standard feature (Attach as PDF…) that can do this, however, it needs to be manually clicked once.
The purpose of this article is to show the basic functionality of managing email account and sending emails using Email and Email Message codeunits for Dynamics 365 Business Central.
To take advantage of sending emails, you need to configure them. I will review specific settings that enable additional functionality, such as adding attachments and recipients in a letter.