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Small and medium business | Business Central, N...
Suggested Answer

How to change Email Subject

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Posted on by 1,165

Hi All,

When emailing documents such as invoices, we would like to change the email subject - if possible dynamically based on customer and invoice.  Is this possible

Thanks

I have the same question (0)
  • yohi2020 Profile Picture
    245 on at

    Hi,

    Which version are you using?

    If it is 17.2 or higher, you can change the subject.

    pastedimage1608262828525v1.png

  • Suggested answer
    JAngle Profile Picture
    150 on at

    If the same mentioned version and you want do it through code check this out: dankinsella.blog/.../

    getting it setup you can follow this one: 

    https://joshanglesea.wordpress.com/2020/12/09/business-central-2020-email-capabilities-how-to-setup

    If it’s a prior version then I’d expect a modification by using an event from the report selections table will be sufficient

  • algomine Profile Picture
    on at

    Hello, 

    Is there any way to change the default email subject text per document type (invoice, customer statement..) in the GUI?

    My client would like to change the email subject for the customer statement. Because it is 'my company name - customer name' by default which is not very handy.

    Thanks 

  • Jamahal Hill Profile Picture
    5 on at

    Hi Algomine,

    Have you managed to find a way to tackle this issue?

    Kind regards,

    Timo

  • Community Member Profile Picture
    on at

    Hello, Has anyone figured this out?

  • Suggested answer
    MahGah Profile Picture
    15,581 on at

    Hi

    As Josh mentioned for now there is no out of the box function for this. Your options are 

    1) Development (coding) such as https://dankinsella.blog/developing-with-the-new-enhanced-email-feature/

    2) Use 3rd party app such as https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.tecman%7CAID.clever-doc-delivery%7CPAPPID.5c032249-1bf7-4cab-8543-e39b3c14896e

    3) I just submit the idea here. You can vote for it and if it get enough vote Microsoft will implement this.  experience.dynamics.com/.../

  • Community Member Profile Picture
    on at

    Thank you, Will vote.

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