Adding Email Account

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Posted on by RR-07061806-0

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Good day,

I tried setting up an email account in BC for a user whose role is 'Purchasing Agent'. It did not go through said no access, what is required for this to be successful.

Regards

Rosemary

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Dynamics 365 Business Central

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Teagen Boll 3,111 Super User 2026 Season 1 on at

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Hi Rosemary, it depends on what kind of email account you setup.

If it's a shared inbox you need to make sure it was setup correctly in the M365 portal. You can review the best practices here: Payables Agent overview (preview) - Business Central | Microsoft Learn

For the Payables agent you shouldn't need a user, just a shared mailbox or separate independant inbox:

Best,

Teagen Boll

Work: Catapult ERP

Social: LinkedIn

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