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An advanced video is for the experts, and it requires detailed knowledge about the specific area of Business Central. Advanced A "configuration"-video is about how you configure your solution and get it ready for use. Typically, these videos are quite advanced. Configurations

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Presenter: Christina Fausbøll, Product Manager

To send emails from Business Central, you first need to configure an email account in the system. Business Central supports three account types: Microsoft 365, a shared mailbox (current user), and SMTP. You set up email accounts on the Email Accounts page, and you can designate one account as the default sender address for all users.

Each account type has its own permission requirements. Before you set up an account, check Microsoft’s documentation through the “Learn more” link in the setup wizard to confirm which permissions you need.

Why you need to configure an email account in Business Central

Before Business Central can send any emails, you have to set up at least one email account. Without this configuration, the email functionality has nothing to send through. You manage this on the Email Accounts page.

The three email account types in Business Central

Business Central lets you work with three different types of email accounts:

  • Microsoft 365 – sends emails through your Microsoft 365 setup.
  • Current user – sends emails from the mailbox of the user who is signed in.
  • SMTP – uses an SMTP server configuration.

When you add a new account, you choose the type and fill in the required fields for that type.

How to add a new email account

On the Email Accounts page, choose New and then Add new email account. This starts the setup wizard. The wizard includes a “Learn more” link that takes you to the Microsoft documentation, where you can read about the required permissions and the steps for each account type. Once you have reviewed that, press Next, select the account type, and fill in the fields.

Setting a default sender address

During setup, the wizard asks which account should be the default sender address for all users. You can change this later. Select the line you want, choose Set as default, and from then on all users send emails from that address by default.

Check the required permissions before setup

Each account type needs different permissions. The Microsoft documentation, reachable through the “Learn more” link in the wizard, explains the permission requirements and how to complete the setup for each type. Read it before you start so you don’t get stuck mid-setup.

Q&A

Where do I configure email accounts in Business Central?

You configure them on the Email Accounts page. Choose New and then Add new email account to start the setup wizard.

Which email account types does Business Central support?

Business Central supports three types: Microsoft 365, current user (shared mailbox), and SMTP.

How do I set a default sender address for all users?

Select the email account line you want, choose Set as default, and all users will then use that address as their default when sending emails. You can change the default at any time.

Where can I find the permission requirements for each account type?

Use the “Learn more” link in the email account setup wizard. It takes you to the Microsoft documentation, which describes the required permissions and the setup steps for each account type.

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