Send documents by email

Completed

Email is a fast and reliable way to share documents, such as invoices, with your business contacts. Dynamics 365 Business Central offers the functionality to do this task from within the program, without having to open an email app.

You can send almost all types of documents as PDF attachments. Alternatively, you can set up a report layout that includes information from the document in the email text, along with text that makes the email more friendly, like a standard greeting.

To specify how documents are sent to business contacts, the following options are important:

  • Document Sending Profile - Specifies the preferred way to send documents to customers and vendors.

  • Email Scenario Assignment - Specifies which email account to use to send a certain document.