Document Handling in Microsoft Dynamics 365 Business Central lets you define multiple email recipients per customer and vendor. You set this up in the Receiver Mail Setup, where you can specify a separate email address for each document type.
You can add a CC and a BCC email address for each document type. For example, you can send a sales quote to one email address and a posted sales invoice to another.
You can mark a document type to be sent without prompting. When you do this, the email dialog is skipped and the email is sent directly.
If you do not define an email address in the Receiver Mail Setup, Business Central uses the email address from the customer card. You can add more than one email address in that field by separating each address with a semicolon.
Setting up multiple recipients in Receiver Mail Setup
With Document Handling you can set multiple recipients for both customers and vendors. You do this in the Receiver Mail Setup, where you define the email address a document should be sent to.
You can add more than one line, one for each document type, and set different email addresses for each. In practice this means your sales quote can go to one email address while your posted sales invoice goes to another.
Adding CC and BCC addresses per document type
For each document type you can set a CC email address and a BCC email address. This gives you control over who receives copies of each specific document, rather than applying one rule to everything.
Sending documents without a prompt
You also have the option to mark that you want to send a document without a request. When this is set, the email dialog will not be shown when you send the email, and the email is sent straight away.
Falling back to the customer card email address
If no email address is defined in the Document Handling Receiver Mail Setup, the email used for sending will be taken from the customer card. You can add more than one email address in that field. To do this, separate the email addresses with a semicolon.
Q&A
How do you set up multiple email recipients in Document Handling?
You set them up in the Receiver Mail Setup, where you can add a separate line for each document type and assign different email addresses to each.
Can you send different document types to different email addresses?
Yes. You can send a sales quote to one email address and a posted sales invoice to another by defining a line for each document type.
Can you add CC and BCC addresses for documents?
Yes. You can set both a CC and a BCC email address for each document type in the Receiver Mail Setup.
How do you send a document without showing the email dialog?
Mark the document type to be sent without a request. The email dialog will then be skipped and the email is sent directly.
What happens if no email address is defined in the Receiver Mail Setup?
Business Central uses the email address from the customer card instead.
Can you use more than one email address on the customer card?
Yes. Add multiple addresses in the field and separate each one with a semicolon.