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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How can I add variable...
Small and medium business | Business Central, N...
Suggested Answer

How can I add variable in the email message?

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Posted on by STP 1,004
Hi all,
 
The document sending profile has been defaulted as Email. If the required email message is as below, so that customer account, SO number, Due date, currency and total amount are vary every time. How do we set up an email message like this?
 
 
Thanks.
Categories:
Dynamics 365 Business Central
Microsoft Dynamics NAV
I have the same question (0)
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 23,052 Super User 2026 Season 1 on at

    This can be configured through Report Selections - Sales.

    1. Open Report Selections - Sales.
    2. Select the relevant Usage, for example Order.
    3. Add/select the Sales Order report.
    4. Enable Use for Email Body.
    5. Create a custom Word layout for that report and select it in Email Body Layout Description.
    6. Add the required fields from the report dataset, such as Customer No., Order No., Due Date, Currency Code, and Total Amount

    Business Central will then generate the email body dynamically for each sales order.

    The Document Sending Profile controls how the document is sent, while the custom Word email-body layout is used to populate variable document values in the email message.

    https://learn.microsoft.com/en-us/dynamics365/business-central/across-report-selections#example-report-selection-for-sales-documents

  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 23,052 Super User 2026 Season 1 on at
    Also you can check this default report.

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