Automated E-Mailing of PDFs

(7) Share

Report

Posted on by JE-20081519-0

3,549

Hi:

Within Business Central, is it possible to e-mail PDF documents to customers automatically rather than one at a time in a manual fashion?

Thanks!

John

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (5)

Answers (3)

Verified answer

Teagen Boll 1,376 Super User 2026 Season 1 on at

Like (6)

Report
Copy link

Link copied!

You can batch send many documents at once if needed. For example select more than one sales invoice and then you can send it and set the following option for all documents:

If you want to actually automate that so it automatically sends after posting the invoice you would have to look at addons/extensions or using power automate.

1 people found this reply helpful.

Was this reply helpful? Yes No
Verified answer

YUN ZHU 99,055 Super User 2026 Season 1 on at

Like (4)

Report
Copy link

Link copied!

Hi, The simplest method is to automatically send an email to the customer when the SO is posted.

Dynamics 365 Business Central: Document Sending Profile (Post and Send…? & Post and Print…?)

https://yzhums.com/5318/

This can also be achieved through customization.

https://yzhums.com/1799/

Hope this helps.

Thanks.

ZHU

1 people found this reply helpful.

Was this reply helpful? Yes No
Verified answer

OussamaSabbouh 12,766 Super User 2026 Season 1 on at

Like (3)

Report
Copy link

Link copied!

Hello,

Yes, you can auto-email PDF documents in Business Central.
Set up a Document Sending Profile (Email = PDF, Send Automatically = Yes) and assign it to customers.
When posting (e.g., invoices), BC emails the PDFs automatically.

Regards,
Oussama Sabbouh

1 people found this reply helpful.

Was this reply helpful? Yes No
Suggested answer

Khushbu Rajvi. 22,128 Super User 2026 Season 1 on at

Like (4)

Report
Copy link

Link copied!

Hope this helps as well:https://community.dynamics.com/forums/thread/details/?threadid=8616a59a-1c14-ee11-8f6e-000d3a1da217

https://www.youtube.com/watch?v=VniZiGp0_tI

https://learn.microsoft.com/en-us/dynamics365/business-central/ui-how-send-documents-email

1 people found this reply helpful.

Was this reply helpful? Yes No
Suggested answer

Jainam M. Kothari 15,732 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

Hello,

Yes, Business Central supports automatic emailing of PDF documents through features like Document Sending Profiles, Email Queue, and Job Queue.

By configuring SMTP or Microsoft 365 email and setting up sending profiles on customer cards, you can define email templates and PDF formats.

Then, using batch actions or scheduled Job Queue entries, documents such as invoices or statements can be sent automatically without manual intervention.

2 people found this reply helpful.

Was this reply helpful? Yes No