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Small and medium business | Business Central, N...
Suggested Answer

Send an email automatically with the schedule option - BC cloud version.

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Posted on by 155

Dear Experts,


I want to schedule a report (age account receivables) monthly & send it to a specific user ID email address. Is this a standard function in the latest BC cloud version?


I tried the below steps, but it wasn't a success.


1. Setup Email account in BC (It works fine)


2. Printer management (create a printer with a user Email address)


3. Printer selection (create a new line with the user ID, report ID & printer in step No 2)


4. schedule the report (schedule the report, daily with email printer in step No2)


Note:- I'm not receiving an email with the schedule option. I receive the email with the print button but not with the schedule option.

I have the same question (0)
  • Suggested answer
    MahGah Profile Picture
    15,581 on at

    Hi

    I also did not have success with the method you mentioned. I hope someone can provide more answer. 

    Since you are on SaaS version you can try the following free app

    https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.canarys_automation%7CAID.canarys_mail_utility%7CPAPPID.2edd7224-5609-4939-b317-8379086daf53?tab=Overview

    Thanks 

  • Suggested answer
    Marco Mels Profile Picture
    Microsoft Employee on at

    Hello,

    Please have a look here:

    docs.microsoft.com/.../ui-specify-printer-selection-reports

    Thanks.

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