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C356: Sending Emails in Business Central 101

November 16, 2023 @ 3:00 pm - 3:30 pm EST
Virtual Event Virtual Event

COURSE DESCRIPTION:

Are you tired of toggling between programs trying to collect the information you need to send emails? Eliminate the back and forth with your Outlook client and Business Central by leveraging the new email functionality available inside your BC system.

We rely heavily on email to send important information and documents, such as sales orders, purchase orders, and invoices. But did you know Business Central system admins can connect one or more email accounts, letting you send documents without opening an email app? You can compose each message individually with essential formatting tools, such as fonts, styles, colors, and so on, and add attachments of up to 100 MB. Additionally, report layouts enable administrators to include only the critical information from documents.

 

LEARNING OBJECTIVES:

We will review how to set up accounts.

Compose and send email messages.

Attach documents, assign scenarios, send sales documents, and check the outbox and sent emails within Business Central.

Level Intermediate
NASBA (Field of Study) Business Management & Organization
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits .5
Cost Free
Delivery Group Internet Based

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INSTRUCTORS
Patrick Pfarrer
Jr. Application Consultant, Innovia Consulting
Patrick graduated from Indiana University South Bend and earned his bachelor’s degree in Management Information Systems. He has a few years of retail food leadership…