Microsoft Dynamics 365 Business Central has expanded the email template functionality. You now get more templates for email bodies, and the template card itself has been extended with additional fields. The most useful addition is a dedicated lines section, where you can define dynamic fields that get inserted automatically into the email body, along with fixed text to place in front of each dynamic field.
You open the email template card through a lookup. Select the template from the list and open the card to see the new fields.
This lets you build emails that automatically pull in the right values, so you don’t have to type them manually every time.
More email body templates in Business Central
Business Central now ships with more templates for email bodies. That gives you more starting points to work from when you set up automated emails, rather than building each one from scratch.
How to open the email template card
To work with a template, you do a lookup, select the template from the full list, and open the card. From there you can see and edit all the available fields.
New fields on the email template card
The template card has been extended with several new fields. The template now contains the email type, and besides the subject and the body text, there is now a section for lines.
Defining dynamic fields and fixed text in the lines section
The lines section is where the real flexibility comes in. Here you define the fields you want added automatically to the email template. You can also set the fixed text that you want to appear in front of each dynamic field.
This means the email assembles itself from your definitions. The fixed text gives context, and the dynamic field fills in the actual value when the email is generated.
Q&A
How do I open an email template card in Business Central?
Do a lookup, select the template you want from the full list, and open the card. From there you can view and edit the template fields.
What new fields have been added to the email template?
The template now includes the email type, and in addition to the subject and body text there is a new lines section for defining dynamic fields.
What can I do in the lines section of an email template?
You define the fields that should be added automatically to the email template, and you set the fixed text to place in front of each dynamic field.