Exercise - Set up and send email

  • 12 minutes

Exercise Scenario

Users in your organization like to be able to send emails from within Business Central. To do that, an administrator needs to set up an email account using the Set Up Email assisted setup guide.

Tasks

  • Set up Email.

Steps

  1. Select the Search icon (Alt+Q) in the upper-right corner of the page, enter Set Up Email Accounts, and then choose the related link.

    Screenshot of the Tell Me Assisted Setup page.

  2. The Set Up Email assisted setup guide opens. Select an email account type. Available connectors include Microsoft 365 Connector, Current User Connector, and SMTP Connector.

    Screenshot showing the Set up Email assisted setup option.

  3. Select the Microsoft 365 Connector to use a shared mailbox in Exchange Online.

  4. Follow the steps in the wizard to configure the account details.

  5. On the last page of the wizard, select Send Test Email to verify the configuration.

  6. In the popup window, select your email address, which is the first option.

  7. Select OK, then Finish.

  8. When you open your Outlook inbox, you'll see a test email message.