Microsoft Dynamics 365 Business Central. Set up document sending
profiles. To send documents to customers by using the Post
and Send action in Dynamics
365 Business Central, we need to set up document
sending profiles. We assign these profiles to each customer to
define how we send documents to them.
If a profile is not assigned, we need to have
a default profile to use.
When we choose the Post and Send action on a sales document,
the Post and Send Confirmation dialog box shows us the
sending profile used, either the one specified for the customer
or the default for all customers.
If we want, we can change the sending profile for
the sales document.
This video shows how to set up a document sending profile.
To set up document sending profiles, we'll choose the Search icon,
enter "Document Sending Profiles", and choose the Document Sending
Profiles option in the search results.
On the Document Sending Profile page, we'll choose New to
create a new profile.
On the Document Sending Profile card we'll choose a code
and enter a description of our new profile.
To make this the default document
sending profile to use for all customers for whom we
haven't defined a specific profile, we'll enable the Default checkbox
Next, we'll set up the sending options. For the Printer
and Email options, we can choose whether to use the
default settings, or whether we want Business Central to prompt
for settings every time.
If we enable the Email option,
the Email Attachment field becomes available, where we can set
the format to use for the email attachments.
After we set up the document
sending profile, we need to assign it to customers.
We'll open a customer card, and on the General fast tab we'll
choose the document sending profile.
If we don't assign a profile, Business Central will use
the default profile.
And that's all there is to it.
We can now start sending documents to our customers.
