Hi, and thanks for watching. In this video we'll look
at how to increase productivity by setting up the ability
to create and send documents by email directly from Microsoft
Dynamics
365 Business Central. We'll see a couple of scenarios that
illustrate how this can save you time. For example, we'll
see how we can quickly respond to a customer who
has requested a quote. After we create a company we'll
find several assisted setup guides in the Business Assistance area
on the Role Center. The one we want is aptly
named Set up email. Let's start the guide.
We don't need to do anything on the welcome page
so we'll choose Next to keep going.
Now we need to specify the account to use. If
we select Office 365 things are a little easier to
set up. All we need to do is enter our
user name and password for our account.
Let's say we want to use another type of email
account though. For example, an outlook.com account.
Now we just enter our credentials for our outlook.com account and
finish the assisted setup guide.
And that's it. We're ready to try things out.
We'll go to our documents and find an invoice that
we haven't sent or posted. This works for other types
of documents as well, such as purchase orders.
Here's one. When we choose Post and Send Business Central suggests
that we send the document by email.
That's what we want to do so will choose Yes.
When we do, Business Central turns the invoice into a
PDF and then attachs it to an email message.
Thanks again for watching this video about setting email and
sending documents without having to leave Business Central, which is
great because it enables us to quickly send documents like
purchase orders in just a few clicks,
and without having to leave Business Central, which helps us get
paid faster because we can send an invoice right after
we complete a job.
