Stop licking those postage stamps! How to email sales invoices from Dynamics 365 Business Central in six easy steps

April 16 2020

Whether in your office or working remotely, sending invoices to customers doesn’t automatically mean printing, stuffing envelopes, and licking stamps. Previously, I shared how to set up ACH in Microsoft Dynamics 365 Business Central and how to set up Positive Pay in Business Central. Now it’s the Accounts Receivable team’s turn! Did you know that you can email your customers’ invoices as easily as you can print them?

Simply follow these six steps to emailing success. Make sure you read all the way to the end where I list tips for managing the transition process.

Step 1: Confirm SMTP Mail has been set up for your company

If you use Office 365, Business Central makes it easy to check or complete the setup. Just select Apply Office 365 Server Settings, then enter a User ID, password and the Send As email address.

QUICK TIP: If you are using an account that requires two-factor authentication, then the password that you enter in the Password field must be the same that you use for your Office 365 subscription and it must be of type App Password.

Test your email setup. If successful, you will receive an email at the address selected.

If the test fails, you will find the error code at the top of the setup page.

Step 2: Define Document Sending Profile

About Cynthia Priebe

Cynthia is a Senior Trainer and Consultant with New View Strategies, the go-to source for actionable training and process efficiency in Microsoft Dynamics 365 Business Central. Cynthia is recognized for her ability to look at operational and reporting challenges with a fresh take and propose solutions using core features and functionality. Focused for close to 20 years on Dynamics NAV and now D365 Business Central, she adores helping clients and partners with solving problems, enhancing productivity, and finding The Righter WayTM to work in Business Central. She is a regular presenter at industry conferences, on the original team to write the MB-800: Microsoft Dynamics 365 Business Central Functional Consultant certification exam, a Microsoft Certified Trainer, and a certified Microsoft Dynamics 365 Business Central Functional Consultant. You can reach Cynthia on LinkedIn.

At New View Strategies, all our experts have “been there, done that” – we are experienced, former users who have walked in your shoes. We  work with frustrated Business Central/NAV users who struggle to use their system and find the answers they need. We teach them to truly understand how the system can support their business processes to make immediate and lasting improvements, and as a result get more done in less time, make better business decisions, and even love their system. In addition to helping end users, New View Strategies offers Consultant Accelerator programs to help get new-to-BC consultants up, running, and billing as soon as possible. 

We can help, drive real change via a custom class delivered remotely or at your site, or choose from over 40 online and in-person classes at  https://getyournewview.com/complete-curriculum/

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