web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Answered

Add more options in document lay-outs on the customer card

(0) ShareShare
ReportReport
Posted on by 400

Since the update 16.2 we have the option Reminder as new lay-out which we can use in the page document la-out.

We would like to add more options. We also want to send e-mails to specifice users for the following documents:

- Service invoices

- Service credit note

- Job Invoices

Is it possible to add this option in the page document lay-out which we open from the customer card?

I have the same question (0)
  • Suggested answer
    Mohana Yadav Profile Picture
    61,005 Super User 2025 Season 2 on at

    Please post your ideas in below link and Microsoft will review based on the votes

    experience.dynamics.com/.../

  • Verified answer
    Katrin Kinau Profile Picture
    on at

    Hi,

    There is an idea available already that the colleages from development have on a list: https://experience.dynamics.com/ideas/idea/?ideaid=11db2a63-034f-e911-867a-0003ff68b621

    The more votes this idea gets, the better the chances for implementation. Please vote for this existing idea.

    Thanks

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,238

#2
YUN ZHU Profile Picture

YUN ZHU 773 Super User 2025 Season 2

#3
Sumit Singh Profile Picture

Sumit Singh 630

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans