Send mail from entities using Word templates as body or attachment
Important
This content is archived and is not being updated. For the latest documentation, go to What's new and planned for Dynamics 365 Business Central. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
Sep 2, 2021 |
Oct 1, 2021 |
Business value
Within Business Central, the user can communicate via emails with the relevant business parties and generate these mails in a structured and professional way using Word templates to combine the Word text with information from Business Central.
Feature details
The Send Email action is now available on the Business Central entities that have an email address, such as customers, contacts, vendors, salesperson/purchasers, employee, users, and bank accounts pages. You can now compose and send emails from any page that displays the entity. When you do, Business Central keeps the link between the entity to which the email is sent and the email itself, giving you a record of the emails that were sent to each entity.
When you compose an email for an entity—for example, on the Vendor Card page—you can use Word templates to apply standard and personalized content to the business communication, without having to re-enter the content. The Word template will create the content of the email, and can personalize it by using the mail merge features in Word to add data from the entity in Business Central.
Additionally, you can attach the finished document to the email. Attaching the document provides additional flexibility, because the auto-generated content from the template speeds up the process of creating the email, while allowing you to manually personalize the content of the message.
Tell us what you think
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.
See also
Interacting with business partners in Dynamics 365 Business Central (video)