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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Email Template when se...
Small and medium business | Business Central, N...
Suggested Answer

Email Template when sending quotes or invoices

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Posted on by Lookingforawiseperson 55

Hi all,

I am trying to make Email templates to insert when sending an invoice or quote etc. via Email.

I am stuck at the dear sir / dear madam / dear sir or madam header. What do you insert that the system 

chooses the right one? All I can do is insert the first and surname. 

Thanks in advance.

-Karl

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,613 on at

    You have two way to do that

    One: user one of the field that is in customer card or contact card and is available in Quote that you have no use for it then populate it with Sir / Madam

    Or change Sir / Madam to "whom it may concern" or "Dear Customer" or etc

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 11,423 Super User 2026 Season 1 on at

    hi

    look this

    usedynamics.com/.../

    Daniele

  • MahGah Profile Picture
    MahGah 15,613 on at

    DAnny3211  the video uses this app which is not free. it is not BC OOTB

    appsource.microsoft.com/.../PUBID.abakion|AID.document_handling|PAPPID.8481ebd7-8c18-481c-8783-1076335a8b92

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 103,296 Super User 2026 Season 2 on at

    Hi, I have customized this function for customers before, similar to honorific field, you can set Mister, Misses, Doctor, Professor and so on in it.

    This field will be displayed on customer-defined reports. . .(I'm not sure if this is available as a standard feature now.)

    Hope this can give you some hints.

    Thanks.

    ZHU

  • TK8782 Profile Picture
    TK8782 18 on at

    Hi Karl,

    I also had this problem in several projects but I did not found a solution which works in standard version. We always had to customize the data set of our reports to have a salutation which fits to german needs. This new field in data set of the report can be added with a word layout in email templates.

    Other solution is to buy an addon to make this possible.

    Would be great if this becomes standard functionality!

  • Lookingforawiseperson Profile Picture
    Lookingforawiseperson 55 on at

    Thanks for the answer!

    How would you customize the data set of a report?

    -Karl

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