Documents such as sales and purchase orders and invoices, can be send from Business Central without having to open an email app. In additional, user can compose message individually and add attachments of up to 100 MB.
Please Note, the email capabilities in Business Central are for outbound messages only. Please follow the user guide below for use the send email function.
1. Setup Email Accounts
Note: To set up email account, you must have the EMAIL SETUP permission set
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- Enter "email' in Tell me box then select the link Set Up Email
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2. Set up Email dialogue prompted, read the information then click Next to continue  Image Added
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3. Select the type of email account then click Next to continue  Image Added
| Option | Description | Use |
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| Microsoft 365 | Everyone sends email from a shared mailbox in Exchange Online. | When all messages come from the same department, for example, your sales organization sends messages from a sales@cronus.com account. This extension requires that you set up a shared mailbox in the Microsoft 365 admin center. | | Current User | Everyone sends email from the account that they used to sign in to Business Central. | Allow communications from individual accounts. | NOTE: The Microsoft 365 and Current User use the accounts that you set up for users in the Microsoft 365 admin center for your Microsoft 365 subscription. To send email by using the Microsoft 365 or Current User, users must have a valid license for Exchange Online. | | Other (SMTP) | Use SMTP protocol to send emails. | Allow communications through your SMTP mail server. |
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4. enter the details according to the email account option selected in step 3 - If Microsoft 365 account is selected, enter the following details:
Account Name Email Address
- If Current User isselected
- Business Central will use the account settings of the sign-in account, and the account will be set automatically.
- Specify if this account should be the default one by selecting the Set as default field.
- If SMTP account is selected, enter the following details:
- Account Name - enter the name of the SMTP account.
- Sender Name - enter the name that you want to add in front of the sender email address.
- Email Address - Enter the email address.
- Server URL - enter the name of the SMTP server.
- Server Port - enter the port of the SMTP server. The default setting is 25.
- Authentication - select one of the following authentication methods:
- User Name - enter the username to use when you are authenticating with the SMTP server.
- Password - enter the password of the SMTP server.
- Select the Secure Connection if your SMTP mail server setup requires a secure connection that uses a cryptography or security protocol, such as secure socket layers (SSL). Clear this option if you don't want to enable this security setting.
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2. Compose and send an email
After setup email account is finished. User can compose and send an email from business central.
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- Enter the key word in Tell me box eg. "compose" then select the link Compose an Email
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2. Enter the details for the email it send from Business Central Please be remind that the attachment file size up to 100 MB  Image Added
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3. Document sending profiles
- set up preferred method for sending sales document to the customer by document sending profile
- sending options including print documents or send by email
- able to indicate if the document needs to be attached as a PDF file or as an electronic document
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Setup Document Sending Profile
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- Go to Document Sending Profile to setup the preferred method
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- To to customer card then select Document Sending Profile
To Sending Document
Example below is use the Posted Sales Invoices. The default document sending profile is use Email
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