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Small and medium business | Business Central, N...
Answered

Auto emailing sales documents

Posted on by 2,437
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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  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,698 Super User 2024 Season 2 on at
    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…?)
     
    Thanks.
    ZHU
  • gdrenteria Profile Picture
    gdrenteria 12,183 Most Valuable Professional on at

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