Use default attachments in email sent from Business Central

  • Article

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 - Dec 5, 2022

Business value

Businesses often use templates for the footers or disclaimers they include in the email messages they send for business purposes. In specific scenarios, businesses want to make sure that additional attachments, such as terms and conditions for sales scenarios, are included with every email message sent to customers.

Feature details

You can add attachments for specific email scenarios by choosing the Set Scenario Attachments action on the Email Scenario Assignment page.

Shows new Set Scenario Attachments action in Email Scenario Assignment page.

On the Email Scenario Attachments page, you can make multiple files available as default attachments by choosing the Add File action.

Email Scenario Attachments page with Add File action and Attach by Default column.

The Attach by Default toggle lets you specify which email scenarios will be added by default, or which will be available for users to choose from.

When you send an email for a scenario where you defined default attachments, they're automatically inserted in a draft email message for such a scenario. In our example, the sales quote email scenario has a default terms and conditions attachment defined by turning on the Attach by Default toggle.

Shows email editor page with default attachment automatically inserted in draft email.

To allow for variations in email scenarios, where some attachments are always sent, and others where attachments are sent under certain conditions, use the Add Files from Default Selection action. The action lets you pick from additional default attachments listed on the Additional Attachments from Scenarios page.

Shows Additional Attachments from Scenarios page where user can pick additional default attachments.

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.

Thank you for your idea

Thank you for submitting this idea. We listened to your idea, along with comments and votes, to help us decide what to add to our product roadmap.

See also

Set Up Email (docs)