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Auto emailing sales documents

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Posted on by Samantha73

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Hi Everyone

Is there any standard functionality that allows automatically emailing based on below scenarios:

1. Sales Shipment emailed to contact on ship-to address

2.Invoice emailed to a nominated contact

3.If bill to customer is defined then the invoice should go the bill-to customer contact

Alternatively is there a scheduled task that can be set on a daily EOD automatic process?

I have looked at document layouts feature and it takes a lot of work to setup and manage for each customer when creating accounts.

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YUN ZHU 70,191 Super User 2024 Season 2 on at

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Auto emailing sales documents

Hi, You can try the following functions. If they cannot meet your needs, you can only consider customization.

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

https://yzhums.com/5318/

Thanks.

ZHU
gdrenteria 9,942 Most Valuable Professional on at

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Auto emailing sales documents

Hi

You could rely on some posts and get ideas to customize this process according to your requirements, I hope they help you.

5 Ways To Send An Email In Business Central - Business Central Geek

Dynamics 365 Business Central: Change default customer/vendor email address when sending emails (For example, sending an order to A, sending an invoice to B) | Dynamics 365 Lab (yzhums.com)

Create a custom Email Scenario For Business Central – Red and Bundle

BEst

GR

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