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Sending Emails in Business Central 101


Are you tired of toggling between programs to collect the information you need to send emails? Eliminate the back and forth with your Outlook client and Business Central by leveraging the new email functionality available inside your BC system. We rely heavily on email to send important information and documents, such as sales orders, purchase orders, and invoices. But did you know Business Central system admins can connect one or more email accounts, letting you send documents without opening an email app? You can compose each message individually with essential formatting tools, such as fonts, styles, colors, and so on, and add attachments of up to 100 MB. Additionally, report layouts enable administrators to include only the critical information from documents.

In this webinar, we will review how to set up accounts, compose and send email messages, attach documents, assign scenarios, send sales documents, check the outbox, and send emails within Business Central.

About the Presenter

Patrick Pfarrer

Patrick Pfarrer

Jr. Application Consultant

Patrick graduated from Indiana University South Bend and earned his bachelor's degree in Management Information Systems. He has a few years of retail food leadership experience and completed an exciting supply chain management internship at Cedar Point Amusement Park.