When you set up an email account in Business Central, you can send emails directly from the system without switching to a separate mail client. This works straight from your documents, such as a sales order, so you can email a confirmation to your customer in just a few clicks.
How to send an email from a document in Business Central
Sending an email from a document is straightforward once your email account is configured. Here is how it works from a sales order:
- Open the document you want to send, for example a sales order.
- Go to Print and Send and choose Email Confirmation.
- The email dialog opens, where you can write your message in the message box.
- Press Send Email to send it.
The recipient details and document attachment are handled by Business Central, so you only need to add your message and send.
What you need before you can send emails
The prerequisite for all of this is a configured email account in Business Central. Once that setup is in place, the send function becomes available directly from your documents, and you can email confirmations and other documents without leaving the system.
Q&A
What do you need to set up before sending emails from Business Central?
You need an email account configured in Business Central. Once the account is set up, you can send emails directly from the system.
How do you send a sales order confirmation by email in Business Central?
Open the sales order, go to Print and Send, and choose Email Confirmation. The email dialog opens so you can write your message, then press Send Email to send it.
Can you write a personal message when sending an email from Business Central?
Yes. When the email dialog opens, you can type your message in the message box before sending.