MEAPSA

Set up email in Dynamics 365 Business Central

Learn how to set up accounts, compose and send email messages, attach documents, assign scenarios, send sales documents, and check the outbox and sent emails in Business Central.

Business User

Functional Consultant

Dynamics 365

Business Central

Module Objectives

In this module, you will:

Set up email accounts.
Learn how to compose and send an email.
Learn how to send documents by email.
Set up document sending profiles.
Assign email scenarios.

Units

Introduction min
Set up email accounts min
Compose and send an email min
Send documents by email min
Document sending profiles min
Assign email scenarios min
Send a sales document by email min
Check your sent emails min
Check your email outbox min
Check your knowledge min
Summary min

Prerequisites

Basic understanding of Business Central and Microsoft 365