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Small and medium business | Business Central, N...
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Notification after posting?

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Posted on by 86

Hi BC Guru's,

Is it possible to setup so that a service order is emailed after it is posted?

Much appreciated! 

  • Suggested answer
    IB-29041624-0 Profile Picture
    1,191 Moderator on at

    Power Automate could do that for you pretty easy.

  • Suggested answer
    MahGah Profile Picture
    15,613 on at

    Hi

    1) I tried to use Power Automation but could not find a method for it. JAngle knows more about Power Automation. See the following examples. You need to do some research to find the exact scenario. I hope this help 

    https://joshanglesea.wordpress.com/2020/07/31/business-central-batch-post-and-e-mail/

    https://yzhums.com/8295/

       

    2) You can use 3rd party app such as https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.sim_crest%7CAID.autoemail%7CPAPPID.1c9f9809-0e2b-40c9-905b-51916c86f167?tab=Overview

    3) Go for small development to do this. 

  • Suggested answer
    YUN ZHU Profile Picture
    103,223 Super User 2026 Season 2 on at

    Hi, Here are two simple examples that hopefully will help you.

    https://yzhums.com/1799/

    https://yzhums.com/19698/

    Thanks.

    ZHU

  • Suggested answer
    JAngle Profile Picture
    159 on at

    To the customer presumably? There is a standard way to have it so when a service order line is marked with the FINISHED status an email is sent to the customer. The documentation on this is super bad.

    You need codeunits 5917 and 5918 adding to the job queue entries list. These take care of two things: SLA updates to internal email addresses and sending customer updates. Note that on the service order you need the “Notify Customer” field value to be by e-mail and you obviously need an email address. Details on using this: joshanglesea.wordpress.com/.../

    failing that some of the other suggestions are great so perhaps trying those is best.

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