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Email template

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Posted on by ID-09050753-0

I want to set up an email template for when my sales team send an order or quote from BC. I want each of hem to have their own details on there, not a team generic one. pls help. thanks..

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Dynamics 365 Business Central

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KP - Solution Archi... 658 on at

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Hi @ID-09050753-0 ,

This is possible with the multiple report layout option provided by Microsoft when you run the report

Or you can create a custom action and add condition-based logic to send the report to the required person

And hide the default action to send email.

Hope this helped you.

Thanks,

KP

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Matteo Fiocco 260 on at

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Hi!

You can set up personalized email templates for each sales team member in Business Central by following these simple steps:

Go to "Email Accounts" (Search in BC).

Ensure each salesperson has their own email account configured here.

Next, head to "Report Selection - Sales".

Pick your desired report (e.g., Order Confirmation, Quote).

Under "Email Body Layout Selection", you can assign different email templates or layouts specific to each user.

Also, make sure each salesperson has their details correctly filled in their "User Setup" (like name, email, phone, etc.), as these details will dynamically populate into their personal templates.

Hope this helps! Let me know if you need more details. 😊

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Sohail Ahmed 11,148 Super User 2025 Season 2 on at

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Maybe this will help you set it up.

In Business Central, you can create email templates using Report Layout Selection or Email Scenarios. To personalize the sender details (like name, title, contact info), you'll need to:

1. Set up an email account per user in Email Accounts.

2. Assign the correct email scenario to each template (e.g., for Sales Order or Quote).

3. Make sure users are sending emails using their assigned accounts so their details show in the email body and signature.

For full customization, you may also need to adjust the Word or RDLC layout to pull in user-specific fields.

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YUN ZHU 95,649 Super User 2025 Season 2 on at

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As far as I know, in BC, the layout (Email template) cannot be associated with the user. If you only want to use the standard functions, you can only let the user select manually.

But, this should be possible through customization. You can try to contact your partners to solve this requirement together.

And, if the difference is not big, I personally recommend using the same Email Template and then taking some changing values from the user, which will be simpler.

Hope this helps.

Thanks.

ZHU

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Khushbu Rajvi. 20,441 Super User 2025 Season 2 on at

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Yes. Customization required.

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