Name: Attach documents to email, from the item - Microsoft Dynamics 365 Business Central
Uploaded: 2022-06-16T15:06:04+02:00
Duration: 1 min
Description: I am often met with the requirement that customers would like documents, files, pictures, user guides, placed on the item on a customer or a vendor to be attached to the outgoing documents and sending them by mail.

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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Document Handling" which is available at Microsoft AppSource. Click to visit AppSource. Document Handling This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information

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Presenter: Christina Fausbøll, Product Manager

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I am often met with the requirement that customers would like documents, files, pictures, user guides, placed on the item on a customer or a vendor to be attached to the outgoing documents and sending them by mail.

This is possible with the master data information app.

This app enables you to attach these files to your master data.

And with master data on documents, we can transfer it from the master data such as item, vendor, customers over to the documents.

And when the files has been transferred to the documents, document handling will be able to attach these files and documents to your email.