The email dialog in Business Central lets you send emails directly from a document such as a sales order. You can choose which email account to send from, pick the recipient from the contacts linked to the customer, add CC and BCC addresses, format your message text, and attach files either by uploading them manually or by pulling them directly from the document you are working on.
You can switch away from your default email account when you create an email. Just select another account from the list before sending.
You can attach files from the source document. This means you can grab existing documents tied to the sales order without having to upload them manually.
Sending an email from Business Central
When you create an email in Business Central, you get a set of options for how the message is sent and what it contains. By default, the dialog shows the basic email details at the top. If you click Show more, you get access to the additional fields.
Choosing the email account to send from
In the From field, your default email account is used when you create the email. This is the account set up for your scenarios. If you need to send from a different address, you can choose another email account by selecting it in the field.
Selecting the recipient and adding CC and BCC
In the To field, you can choose which email address the message goes to. When you are working from a customer document, Business Central shows the contacts linked to that customer. If a customer has two contacts, for example, you can pick the one you want to send to.
You can also add CC and BCC addresses, and you can edit the subject line.
Writing and formatting the message
You can write the body of the email directly in the dialog. There are formatting functions available so you can change the layout and the look of your text.
Adding attachments to the email
Under Attachment, you have two ways to add files. You can manually add a file and upload it to the email. You can also add an attachment from a source, which means pulling a file directly from the document you are working on.
For example, if you open the attachments on the sales order, you can attach the documents already stored there. Once selected, the files are attached to the email and ready to send.
Q&A
Can I send an email from another account than my default in Business Central?
Yes. In the From field, your default email account is used automatically, but you can choose a different email account before sending the message.
How do I choose the recipient of an email in Business Central?
In the To field, Business Central shows the contacts linked to the customer on the document. If there is more than one contact, you can select the one you want to send to.
How do I attach a file to an email in Business Central?
You have two options under Attachment. You can manually upload a file, or you can add a file directly from the source document, such as the attachments on a sales order.
Can I add CC and BCC addresses to an email in Business Central?
Yes. After clicking Show more, you can add both CC and BCC addresses in the email dialog.