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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to send custom e-m...
Small and medium business | Business Central, N...
Answered

How to send custom e-mail when sending customer statements

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Posted on by CU29101917-0 76
I am e-mailing customer statements directly from business central.
 
Can I customize e-mail subject line and include a custom message in the body of the email?
 
I just want each e-amil going out to say the following:
 
 
''Subject: Outstanding invoices
 
Please find attached your latest statement from XYZ "
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 28,272 Super User 2025 Season 1 on at
    How to send custom e-mail when sending customer statements
    You need to create a custom word layout that includes your custom message. You would then select the custom word layout in the screenshot I originally posted. This blog post explains it well.
     
     
  • CU29101917-0 Profile Picture
    CU29101917-0 76 on at
    How to send custom e-mail when sending customer statements
    thank you @valentin, so when I click email body layout, how do I then enter a custom email message?
    This is what I have right now:
     
     
     
     
     
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 84,278 Super User 2025 Season 1 on at
    How to send custom e-mail when sending customer statements
    As far as I know, this is possible. Hope the following can give you some hints.
     
    Thanks.
    ZHU
  • Verified answer
    Valentin Castravet Profile Picture
    Valentin Castravet 28,272 Super User 2025 Season 1 on at
    How to send custom e-mail when sending customer statements
    Customizing the email subject automatically is possible but it requires customization. There's a similar thread here. Otherwise, if you send each statement one at a time, you can open the email prompt page and change the subject manually prior to sending the email.  
     
    Including a custom message is possible out of the box. If you go to the Report Selection - Sales Page, under the customer statement dropdown there is a Email Body Layout field you can select. 
     
     

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