Email setup

You can connect one or more email accounts to Business Central and share information and documents, such as sales, purchase orders and invoices, via email directly from within. You can attach most types of documents in these emails in a form of a PDF. Alternatively, you can set up a report layout that includes information from the document in the email text.

You can compose each message individually with basic formatting tools, such as fonts, styles, colors, and so on, and add attachments of up to 100 MB.

Requirements #

You need to do the following if you wish to use the emails setup features successfully:

• Have the EMAIL SETUP permission set.
• Be a fully licensed Business Central user. Delegated administrators and guest users can’t use the tenant’s email account.

See also #

• Set up Email
• Send Documents and Emails
• Define Document Layouts for Customers and Vendors
• Report and Document Layouts Overview
• Working with RDLC Layouts
• (Legacy) Create and Modify Custom Report Layouts