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

by Cynthia Priebe
Consultant and Managing Partner, MGC Group, LLC

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.

confirm_smtp_mail_setup.png

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

test_email_setup_1.png

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

find_error_code_if_test_fails.png

Step 2: Define Document Sending Profile

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Accounting Business Central Business Process Mgmt Collections Management Dynamics 365 Dynamics NAV Email Management Financial Management
About Cynthia Priebe

Cynthia is a consultant and owner of MGC Group, LLC where she focuses on Sharing the Righter WayTM of working with and improving 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 solve problems, enhance productivity, and find the best of the many ways to work in Business Central. 

She is a regular presenter at industry conferences including DirectionsNA, DynamicsCon and Community Summit. On the original team to write the MB-800 Micrsoft Dynamics 365 Business Central Functional Consultant certification exam, a member of the DUG Mentorship Meetup Group, on the Programming Committee for Community Summit 2024, a Microsoft Certified Trainer, and a certified Microsoft Dynamics 365 Business Central Functional Consultant, Cynthia enjoys giving back to the community in thanks for all it has given to her.

You can reach Cynthia through LinkedIn. 

In addition to contributing her knowledge on ...

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