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How to send approval requests via email?

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Posted on by ERPlatanos

I've set up approval users and specified to send notifications to email, instead of note.

I've also set up SMTP email for the Approver, once an approval request is sent.

I want to test and send an email notification to my personal email to show in a demo.

Does Business Central send to the email identified on the Approval User Setup Page...

...or does it send to the email identified on the Setup SMTP Account?

why do I input email in both locations?

I'm receiving an error, indicating that the email didn't get sent. This process works properly if I just use the note. Trying to figure out what's wrong with the email setup, and how to test that it works without access to customer's own email.

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Dynamics 365 Business Central

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Ram Pranav 50 on at

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How to send approval requests via email?

Hi,

The Email Address you have entered in the Setup SMTP Account page is used as the From Email ID. The email field you have filled in the Approval User Setup serves as the To Email ID.

Normally, Gmail includes an additional layer of security, requiring you to permit Business Central to access and use your Gmail account. Here is a link to get you started with using gmail. How to set up Gmail SMTP in Business Central

Once you've completed the above setup, Click the Send Test Email action under the Process category. This action lets you to verify the proper functioning of the email. After confirming its functionality, you can proceed to test it into your approval workflow.

Regards,

Ram Pranav.

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Kamal Khakhkhar 1,202 on at

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How to send approval requests via email?

Hii there,

Yun Zhu is also provided the all steps in his blog in that blog he covered the whole process of workflow you can get help from that blog .

https://yzhums.com/2755/

Thank you.

Kamal Khakhkhar

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YUN ZHU 92,422 Super User 2025 Season 2 on at

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How to send approval requests via email?

Hi, E-Mail in Approval User Setup is the mailbox for receiving mail. The Mail set in SMTP (Email Accounts) is the sender's mailbox from BC.

Regarding setting up notifications, I hope the information below will give you some tips.

https://learn.microsoft.com/en-us/dynamics365/business-central/across-setting-up-workflow-notifications#set-up-notifications

Thanks.

ZHU

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