Users can send email in Business Central Direcrtly to the customer for Sales Order / Purchase Order.


1st stage: Setup of Email

1, Search "Set Up Email"

2, Choose the account type, if send out email from the current user login email, click "Current User", if not, may choose "Microsoft 365" (manaully add email) or SMTP (Need URL information)

3, Using "Current User" as a examplet, click "Set as default" and then "Finish"


2nd Stage: Email Body Setup

1, Search "Word Templates", click "New:" to create a new template.


2, Choose a name specified, E.g. Sales Header

Keep clicking "Next" until ask to upload the template.

3, Prepare the word document 

*Sample below

4, Search "Report Selection - Sales", check if the field "Use for Email Attachment" has been checked.

*Enabled this box, email will aotumatically include the Order as attachment.





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