Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Business Central forum / How to create Standard...
Business Central forum
Suggested answer

How to create Standard Email Message for Sending Customer Statement

(1) ShareShare
ReportReport
Posted on by Community member 6

Hi everyone,

I'm hoping to get some help with creating a simple email message that automatically appears whenever users send out customer statements in bulk.

Currently, the emails are sent blank, with only the customer statement document attached, as shown in the screenshot below:

//

 

 

 

 

 

 

 

 

 

 

Is there a way to add a custom message to these bulk emails?

Categories:
Reports and Business Intelligence
Other
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,146 Super User 2024 Season 2 on at
    How to create Standard Email Message for Sending Customer Statement
    To create a customized email body for customer statements, you already know where to go to select report layout. Below are a nice post guiding you through how to create another report with content for your email body. Depending on your situation, you may need help with someone with more technical skills with creating customized report. But this is doable. 
     
  • Community member Profile Picture
    Community member 6 on at
    How to create Standard Email Message for Sending Customer Statement
    Please note that I also don't have programming experience, and I'm expecting to do it just using BC available tools.
  • Community member Profile Picture
    Community member 6 on at
    How to create Standard Email Message for Sending Customer Statement
    Appologies that if my previous info is not informative enough, I have manage to setup and email account and configured the Document Layouts for all the customer in Customer Card. I have also manage to generate the Customer Statement in mass and send it out through BC. But my problem now is how to get BC to default a simple message in the email like "Hi, this is the statement for the month" instead of an email with empty message but just an Customer Statement attachment inside?
     
    Below shows my current setup in Customer Document Layouts.
    The following is my expectation when the customer receives my email with the text "Hi, this is the statement for the month" together with the Customer Statement.
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,639 Super User 2024 Season 2 on at
    How to create Standard Email Message for Sending Customer Statement
    Hi, do you need to add email body?
    I don't know which version you are currently using, I hope the following information can give you some help.
     
     
    Thanks.
    ZHU
  • gdrenteria Profile Picture
    gdrenteria 9,472 Most Valuable Professional on at
    How to create Standard Email Message for Sending Customer Statement

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

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

more Community News

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans