Email Automation for Microsoft Dynamics 365 Business Central
Stop spending hours manually emailing customers. Business Central email automation transforms how you communicate with customers and vendors. Send order confirmations, invoices, payment reminders, and alerts automatically—triggered by data changes in your BC system. No coding required, just simple setup and powerful results.
Manual Email Communication: Problem Every BC User Faces
If you're using Business Central, you know the pain of manual email communication:
Hours wasted every week copying customer data, order numbers, and amounts into emails. Your team manually sends order confirmations, invoice notifications, and payment reminders—one at a time, every single day.
Costly mistakes happen frequently. Copy-paste errors lead to wrong amounts, incorrect customer names, or missing order details in emails. Different team members write different emails for the same scenarios, creating inconsistent customer experiences.
Critical notifications get forgotten. Low stock alerts, shipment confirmations, and payment reminders slip through the cracks because someone forgot to send them. You discover errors too late—after the customer complains or the order ships incorrectly.
No audit trail exists. When a customer says "I never received that email," you have no proof. There's no central record of what emails were sent, when, or to whom.
This manual approach doesn't scale. As your business grows, email workload grows faster. You need Business Central email automation.
Automate Business Central Emails in Minutes
0-Code Email Automation eliminates manual email work entirely. It connects directly to your Business Central system and sends emails automatically when your data changes.
Trigger-based automation means emails send themselves. Create a new sales order? The system automatically emails the customer an order confirmation with a PDF attachment. Invoice posts? Payment reminder email goes out automatically. Inventory drops below reorder point? Your purchasing team gets an alert.
Dynamic placeholders pull live BC data into every email. No more copy-paste. Your email templates use simple placeholders like [Customer Name], [Order Number], or [Amount Due] that automatically fill with real data from Business Central—including data from related tables like customer payment terms or item descriptions.
Configure in minutes, not days. You don't need developers or AL coding knowledge. Just specify: when to send (trigger event), who to send to (recipient logic), and what to say (email template with placeholders). The system handles the rest, executing at the transaction level before data commits to ensure accuracy.
Built on proven automation technology, our app integrates seamlessly with BC's native email infrastructure, works across all Business Central tables, and maintains a complete validation log for compliance.
Key Features That Transform Your Email Communication
Automatic Trigger-Based Sending
Emails send automatically when Business Central records change. Set it once, forget it forever.
Configure triggers for any BC table event: when records insert, modify, or delete. Create conditional triggers: send email only if order amount exceeds $1,000, or customer type equals "VIP," or status changes to "Shipped."
The system monitors your BC data in real-time and fires emails the moment conditions are met. No batch processing delays. No manual intervention. Just instant, automatic communication with customers and vendors.
Real example: Set up "Order Confirmation" email to trigger when Sales Order Status = Released AND Amount > $500. Every qualifying order automatically emails the customer—24/7, even when you're not at your desk.
Dynamic Placeholders for Any BC Data
Pull data from any Business Central table into your emails using simple placeholder syntax.
Use [TableID:FieldID] format to reference any field: [18:2] for customer name, [36:3] for order amount, [27:5] for item description. The system automatically looks up the current value and inserts it into your email.
Cross-table data access means one email can include customer information, order details, item descriptions, and payment terms—all pulled automatically from related BC tables. Build rich, informative emails without manual data gathering.
Example email template:
Dear [18:2], Your order #[36:3] for $[36:11] has been confirmed. Expected delivery: [36:15] Payment terms: [18:21]
Every placeholder automatically fills with live BC data when the email sends.
Professional HTML Email Templates
Create beautiful, branded emails with our built-in HTML editor.
Design professional-looking emails with your company logo, colors, and formatting. Use rich text, tables, bullet points, and images. Preview exactly how emails will look before sending.
Templates save time—create once, use forever. Build a library of templates for common scenarios: order confirmations, invoice notifications, payment reminders, shipment alerts, quote follow-ups.
No HTML knowledge required. Our visual editor lets you design emails like editing a Word document. For power users, switch to HTML source view for advanced customization.
Automatic Report Attachments
Attach Business Central reports (PDFs) to emails automatically—no manual export needed.
Configure which BC report to attach: order confirmation report, invoice document, statement, packing slip, any standard or custom BC report. The system generates the PDF and attaches it to the outbound email automatically.
Multiple attachments supported. Send invoice + payment reminders + account statement all in one email. Each attachment generated fresh from current BC data at send time.
This eliminates the painful workflow of: run report → export to PDF → manually attach to email → send. Now it's automatic: email sends with current report attached.
Example use case: When invoice posts, automatically email customer with invoice document PDF attached. Customer receives professional invoice immediately—zero manual work for your team.
Complete Email History & Audit Trail
Every email tracked in a validation log with full audit details.
See exactly what emails were sent, when, to whom, with what content. Search by customer, date range, email type, or trigger event. Prove compliance for audits or customer disputes.
Track email success and failures. If email delivery fails, the log shows the error and timestamp. Resend failed emails with one click.
No more "I never got that email" disputes. Your log proves the email sent, shows the exact content, and timestamps delivery. Essential for regulated industries and customer service accountability.
Access complete history from Business Central's interface. Export logs for reporting or compliance documentation.
Works Across All Business Central Tables
Not just sales orders. Automate emails for any BC table or process.
Sales & Customers: Order confirmations, quote follow-ups, invoice notifications, payment reminders, shipment alerts
Purchasing & Vendors: Purchase order confirmations, receiving notifications, vendor payment notices
Inventory: Low stock alerts, reorder notifications, stockout warnings, bin transfers
Finance: Journal posting notifications, bank reconciliation alerts, month-end reminders
Service: Service order notifications, maintenance alerts, warranty expiration notices
Jobs/Projects: Milestone notifications, budget alerts, time tracking reminders
Any table in Business Central can trigger automated emails. If it's in BC, you can automate email communication about it.
Works Everywhere: Compatible with all standard Business Central tables, ISV extension tables, and custom tables or fields you've created. Whether you're using Microsoft's standard functionality, third-party apps, or custom modifications—email automation works seamlessly across your entire BC environment.
Conditional Email Logic
Send different emails based on business rules. Not every customer gets the same message.
Configure conditional logic: if order amount > $10,000, send to sales manager for review. If customer type = "wholesale," use wholesale pricing email template. If payment method = "COD," skip payment reminder emails.
Scenario-based automation means the right email goes to the right person at the right time, with the right content. No more one-size-fits-all email blasts.
Combine multiple conditions with AND/OR logic. Example: Send expedited shipping notice if (Order Priority = High) AND (Requested Delivery Date < 3 days from today).
Integration with BC Email Infrastructure
Leverages Business Central's native email accounts—no separate email system needed.
Uses the SMTP accounts you've already configured in BC. Works with Office 365, Gmail, on-premises Exchange, or any SMTP provider BC supports.
Respects BC security and permissions. Email sending obeys user permissions and company security policies. Integrates with BC's standard email logging.
Compatible with BC Online and On-Premises (version 22.0+). Works as a standard BC extension following Microsoft best practices. No external database or cloud dependencies.
Real-World Use Cases: Automation in Action
Manufacturing: Automated Production Notifications
Challenge: Production manager needs instant alerts when raw material inventory hits reorder points, but manually checking stock levels multiple times daily wastes hours.
Solution: Email automation triggers low stock alerts automatically when item quantity falls below minimum threshold. Email includes item number, current quantity, reorder point, and preferred vendor—pulled from BC item card using dynamic placeholders.
Result: Production never stops due to material shortages. Purchasing receives actionable alerts immediately, orders placed proactively, inventory optimized without manual monitoring.
Distribution: Instant Order Confirmations
Challenge: Wholesale distributor processes 200+ orders daily. Manually emailing order confirmations takes 2 hours each day, causes delays, and creates customer service issues when confirmations are forgotten.
Solution: Email automation sends order confirmation instantly when sales order status changes to "Released." Email includes order details, expected delivery date, line items with descriptions, and order confirmation PDF attachment—all generated automatically.
Result: Every customer receives instant confirmation. Customer service inquiries drop 40%. Staff reallocated from email management to sales activities. Professional, consistent customer experience.
Professional Services: Automated Invoice Delivery
Challenge: Consulting firm manually emails 50-100 invoices monthly. Finance team spends half a day running invoice reports, exporting PDFs, composing emails, and sending individually.
Solution: When invoice posts, email automation triggers automatically. System emails customer contact with personalized message, invoice PDF attached, payment instructions included. Payment terms and due date pulled from customer card via placeholders.
Result: Invoice delivery time drops from 4 hours to zero. Customers receive invoices same day as posting. Faster payment collection (customers get invoices immediately). Finance team focuses on analysis instead of email admin.
Retail: Payment Reminder Automation
Challenge: Retail chain needs to send payment reminders for overdue accounts but lacks staff to manually track and email each customer. Overdue accounts growing due to inconsistent follow-up.
Solution: Email automation configured to trigger when invoice due date passes without payment. Escalating reminders: friendly reminder at 7 days overdue, firmer notice at 14 days, final notice at 30 days. Each email pulls current balance, original invoice, and days overdue from BC.
Result: Days sales outstanding (DSO) reduced by 12 days. Collection rate improves without adding staff. Consistent, professional reminder process. Customer relationships maintained through polite, automated communication.
E-commerce: Shipment Tracking Notifications
Challenge: Online retailer ships 300+ packages daily. Customers constantly call asking "where's my order?" Customer service overwhelmed with tracking inquiries.
Solution: Email automation triggers when shipment posts in BC. Email includes tracking number, carrier information, estimated delivery date, and link to tracking website. Order details and customer name populated via placeholders.
Result: Customer service calls drop 60%. Customers proactively track own shipments. Positive reviews mention "great communication." Shipping team focuses on fulfillment instead of answering emails.
Seamless Business Central Integration
Business Central email automation integrates natively with your existing BC environment—no separate systems to learn or manage.
Native BC Extension: Installs like any BC app from AppSource. Uses standard BC extension framework. Follows Microsoft development best practices. Updates automatically with BC version releases.
Uses Your Email Accounts: Leverages SMTP accounts already configured in Business Central. No duplicate email setup. Works with Office 365, Gmail, Exchange, or any email provider BC supports.
Respects BC Security: Honors user permissions and company security policies. Email sending follows BC role-based access control. Integrates with BC's standard audit logging.
Data Stays in BC: Email templates, logs, and configuration stored in Business Central tables. No external database. Data protected by your BC security model. Backup covered by BC backup procedures.
Works with All BC Deployments: Compatible with Business Central Online (SaaS), on-premises installations, and hybrid environments. Supports BC version 22.0 and higher. Regular updates maintain compatibility with latest BC releases.
Microsoft Ecosystem Integration: Fully compatible with Dynamics 365 ecosystem. Works alongside other BC extensions. Integrates with Power Platform when needed (optional, not required).
Learn more about Business Central email setup in Microsoft's official documentation.
Getting Started: From Installation to First Automated Email
Step 1: Install from AppSource
Find "Email Automation" in Microsoft AppSource. Click "Get it now" and follow the installation wizard. The app installs as a standard BC extension—takes 5-10 minutes.
Step 2: Create Your First Email Template
Navigate to 0-Code Email Automation in Business Central. Create a new template for "Order Confirmation." Use the rich text editor to design the email. Add placeholders for customer name, order number, amount, and delivery date. Preview to see how it looks.
Step 3: Configure the Trigger
Set up trigger conditions: "When Sales Order Status = Released." Add optional conditions: "AND Amount > $100" if you only want to email larger orders. Specify recipient: use customer email from BC customer card.
Step 4: Attach BC Report
Select which Business Central report to attach. Choose "Order Confirmation" from BC reports, use placeholders to setup report filters. System will generate PDF automatically when email sends.
Step 5: Test and Activate
Send a sample email to yourself. Verify placeholders populate correctly, formatting looks good, attachments work. When satisfied, activate the trigger. Your first automated email is live!
From this point forward, every sales order triggers automatic email. Zero manual intervention. Complete automation.
Most organizations set up 3-5 email automations in the first week: order confirmations, invoice delivery, payment reminders, low stock alerts, shipment notifications. Once configured, emails run automatically forever.
Why Choose Our Email Automation Solution
Purpose-Built for Business Central
Unlike generic email marketing tools, 0-Code Email Automation is designed specifically for Business Central users. Native BC integration, automatic placeholder syntax for BC fields, direct access to BC reports, and seamless workflow with your existing BC processes.
We understand BC tables, field structures, and business logic. No awkward integrations or middleware. The app knows BC intimately and works the way BC users think.
Simple Setup, Enterprise Power
No coding required, yet powerful enough for complex scenarios. Business analysts configure automation using familiar BC interfaces. Formula-based conditions use standard BC filter syntax you already know.
But simple doesn't mean limited: cross-table data access, conditional logic, multiple attachment support, HTML templates, and comprehensive audit logging deliver enterprise-grade capabilities without enterprise-grade complexity.
Proven Reliability
Built on robust automation engine used by hundreds of Business Central customers. Transaction-level execution ensures emails only send when BC data successfully commits—no orphaned emails from failed transactions.
Comprehensive validation logging tracks every email, enabling audit compliance and troubleshooting. Automatic retry logic handles temporary email server issues. Battle-tested in high-volume environments processing thousands of automated emails daily.
Dedicated BC Expertise
The 0-Code support team knows Business Central inside and out. We speak your language—tables, fields, posting routines, not just generic "email marketing" terminology.
Regular updates maintain compatibility with latest BC versions. We monitor Microsoft BC release schedules and test thoroughly before each update. Your email automation keeps working seamlessly as BC evolves.
Future-Proof Technology
Built using Microsoft's recommended BC extension framework. Follows AL development best practices. Compatible with BC's long-term roadmap.
As Microsoft enhances Business Central's email capabilities, our app incorporates improvements automatically. You benefit from BC platform advances without migration headaches.
Value That Scales
Start with one automation, expand to dozens. Pricing scales with users. ROI typically realized within first month through time savings alone.
Time savings example: If your team spends just 30 minutes daily on manual emails (conservative estimate), automation saves 180+ hours annually. At $50/hour loaded cost, that's $9,000+ in productivity gains—far exceeding app cost.
Start Automating Business Central Emails Today
Stop wasting time on manual emails. Transform your Business Central communication with trigger-based automation, dynamic placeholders, automatic report attachments, and complete audit trails.
Join hundreds of BC users who've eliminated manual email work and improved customer communication through automation.
Ready to Get Started?
Full functionality during trial period
No credit card required
Install from AppSource in minutes
Expert setup support included
See email automation in action. 30-minute personalized demo showing your specific use cases. Ask questions, see real BC integration, understand exactly how automation works for your business.
Questions about your specific scenario? Talk to our Business Central consultants. We'll help you identify automation opportunities and estimate ROI for your organization.
0-Code Business Central Email Automation | Automatic order confirmations, invoice delivery, payment reminders & alerts | Native BC integration | No coding required | Start free trial today
Email Automation for Microsoft Dynamics 365 Business Central
Stop spending hours manually emailing customers. Business Central email automation transforms how you communicate with customers and vendors. Send order confirmations, invoices, payment reminders, and alerts automatically—triggered by data changes in your BC system. No coding required, just simple setup and powerful results.
Manual Email Communication: Problem Every BC User Faces
If you're using Business Central, you know the pain of manual email communication:
Hours wasted every week copying customer data, order numbers, and amounts into emails. Your team manually sends order confirmations, invoice notifications, and payment reminders—one at a time, every single day.
Costly mistakes happen frequently. Copy-paste errors lead to wrong amounts, incorrect customer names, or missing order details in emails. Different team members write different emails for the same scenarios, creating inconsistent customer experiences.
Critical notifications get forgotten. Low stock alerts, shipment confirmations, and payment reminders slip through the cracks because someone forgot to send them. You discover errors too late—after the customer complains or the order ships incorrectly.
No audit trail exists. When a customer says "I never received that email," you have no proof. There's no central record of what emails were sent, when, or to whom.
This manual approach doesn't scale. As your business grows, email workload grows faster. You need Business Central email automation.
Automate Business Central Emails in Minutes
0-Code Email Automation eliminates manual email work entirely. It connects directly to your Business Central system and sends emails automatically when your data changes.
Trigger-based automation means emails send themselves. Create a new sales order? The system automatically emails the customer an order confirmation with a PDF attachment. Invoice posts? Payment reminder email goes out automatically. Inventory drops below reorder point? Your purchasing team gets an alert.
Dynamic placeholders pull live BC data into every email. No more copy-paste. Your email templates use simple placeholders like [Customer Name], [Order Number], or [Amount Due] that automatically fill with real data from Business Central—including data from related tables like customer payment terms or item descriptions.
Configure in minutes, not days. You don't need developers or AL coding knowledge. Just specify: when to send (trigger event), who to send to (recipient logic), and what to say (email template with placeholders). The system handles the rest, executing at the transaction level before data commits to ensure accuracy.
Built on proven automation technology, our app integrates seamlessly with BC's native email infrastructure, works across all Business Central tables, and maintains a complete validation log for compliance.
Key Features That Transform Your Email Communication
Automatic Trigger-Based Sending
Emails send automatically when Business Central records change. Set it once, forget it forever.
Configure triggers for any BC table event: when records insert, modify, or delete. Create conditional triggers: send email only if order amount exceeds $1,000, or customer type equals "VIP," or status changes to "Shipped."
The system monitors your BC data in real-time and fires emails the moment conditions are met. No batch processing delays. No manual intervention. Just instant, automatic communication with customers and vendors.
Real example: Set up "Order Confirmation" email to trigger when Sales Order Status = Released AND Amount > $500. Every qualifying order automatically emails the customer—24/7, even when you're not at your desk.
Dynamic Placeholders for Any BC Data
Pull data from any Business Central table into your emails using simple placeholder syntax.
Use [TableID:FieldID] format to reference any field: [18:2] for customer name, [36:3] for order amount, [27:5] for item description. The system automatically looks up the current value and inserts it into your email.
Cross-table data access means one email can include customer information, order details, item descriptions, and payment terms—all pulled automatically from related BC tables. Build rich, informative emails without manual data gathering.
Example email template:
Dear [18:2], Your order #[36:3] for $[36:11] has been confirmed. Expected delivery: [36:15] Payment terms: [18:21]
Every placeholder automatically fills with live BC data when the email sends.
Professional HTML Email Templates
Create beautiful, branded emails with our built-in HTML editor.
Design professional-looking emails with your company logo, colors, and formatting. Use rich text, tables, bullet points, and images. Preview exactly how emails will look before sending.
Templates save time—create once, use forever. Build a library of templates for common scenarios: order confirmations, invoice notifications, payment reminders, shipment alerts, quote follow-ups.
No HTML knowledge required. Our visual editor lets you design emails like editing a Word document. For power users, switch to HTML source view for advanced customization.
Automatic Report Attachments
Attach Business Central reports (PDFs) to emails automatically—no manual export needed.
Configure which BC report to attach: order confirmation report, invoice document, statement, packing slip, any standard or custom BC report. The system generates the PDF and attaches it to the outbound email automatically.
Multiple attachments supported. Send invoice + payment reminders + account statement all in one email. Each attachment generated fresh from current BC data at send time.
This eliminates the painful workflow of: run report → export to PDF → manually attach to email → send. Now it's automatic: email sends with current report attached.
Example use case: When invoice posts, automatically email customer with invoice document PDF attached. Customer receives professional invoice immediately—zero manual work for your team.
Complete Email History & Audit Trail
Every email tracked in a validation log with full audit details.
See exactly what emails were sent, when, to whom, with what content. Search by customer, date range, email type, or trigger event. Prove compliance for audits or customer disputes.
Track email success and failures. If email delivery fails, the log shows the error and timestamp. Resend failed emails with one click.
No more "I never got that email" disputes. Your log proves the email sent, shows the exact content, and timestamps delivery. Essential for regulated industries and customer service accountability.
Access complete history from Business Central's interface. Export logs for reporting or compliance documentation.
Works Across All Business Central Tables
Not just sales orders. Automate emails for any BC table or process.
Sales & Customers: Order confirmations, quote follow-ups, invoice notifications, payment reminders, shipment alerts
Purchasing & Vendors: Purchase order confirmations, receiving notifications, vendor payment notices
Inventory: Low stock alerts, reorder notifications, stockout warnings, bin transfers
Finance: Journal posting notifications, bank reconciliation alerts, month-end reminders
Service: Service order notifications, maintenance alerts, warranty expiration notices
Jobs/Projects: Milestone notifications, budget alerts, time tracking reminders
Any table in Business Central can trigger automated emails. If it's in BC, you can automate email communication about it.
Works Everywhere: Compatible with all standard Business Central tables, ISV extension tables, and custom tables or fields you've created. Whether you're using Microsoft's standard functionality, third-party apps, or custom modifications—email automation works seamlessly across your entire BC environment.
Conditional Email Logic
Send different emails based on business rules. Not every customer gets the same message.
Configure conditional logic: if order amount > $10,000, send to sales manager for review. If customer type = "wholesale," use wholesale pricing email template. If payment method = "COD," skip payment reminder emails.
Scenario-based automation means the right email goes to the right person at the right time, with the right content. No more one-size-fits-all email blasts.
Combine multiple conditions with AND/OR logic. Example: Send expedited shipping notice if (Order Priority = High) AND (Requested Delivery Date < 3 days from today).
Integration with BC Email Infrastructure
Leverages Business Central's native email accounts—no separate email system needed.
Uses the SMTP accounts you've already configured in BC. Works with Office 365, Gmail, on-premises Exchange, or any SMTP provider BC supports.
Respects BC security and permissions. Email sending obeys user permissions and company security policies. Integrates with BC's standard email logging.
Compatible with BC Online and On-Premises (version 22.0+). Works as a standard BC extension following Microsoft best practices. No external database or cloud dependencies.
Real-World Use Cases: Automation in Action
Manufacturing: Automated Production Notifications
Challenge: Production manager needs instant alerts when raw material inventory hits reorder points, but manually checking stock levels multiple times daily wastes hours.
Solution: Email automation triggers low stock alerts automatically when item quantity falls below minimum threshold. Email includes item number, current quantity, reorder point, and preferred vendor—pulled from BC item card using dynamic placeholders.
Result: Production never stops due to material shortages. Purchasing receives actionable alerts immediately, orders placed proactively, inventory optimized without manual monitoring.
Distribution: Instant Order Confirmations
Challenge: Wholesale distributor processes 200+ orders daily. Manually emailing order confirmations takes 2 hours each day, causes delays, and creates customer service issues when confirmations are forgotten.
Solution: Email automation sends order confirmation instantly when sales order status changes to "Released." Email includes order details, expected delivery date, line items with descriptions, and order confirmation PDF attachment—all generated automatically.
Result: Every customer receives instant confirmation. Customer service inquiries drop 40%. Staff reallocated from email management to sales activities. Professional, consistent customer experience.
Professional Services: Automated Invoice Delivery
Challenge: Consulting firm manually emails 50-100 invoices monthly. Finance team spends half a day running invoice reports, exporting PDFs, composing emails, and sending individually.
Solution: When invoice posts, email automation triggers automatically. System emails customer contact with personalized message, invoice PDF attached, payment instructions included. Payment terms and due date pulled from customer card via placeholders.
Result: Invoice delivery time drops from 4 hours to zero. Customers receive invoices same day as posting. Faster payment collection (customers get invoices immediately). Finance team focuses on analysis instead of email admin.
Retail: Payment Reminder Automation
Challenge: Retail chain needs to send payment reminders for overdue accounts but lacks staff to manually track and email each customer. Overdue accounts growing due to inconsistent follow-up.
Solution: Email automation configured to trigger when invoice due date passes without payment. Escalating reminders: friendly reminder at 7 days overdue, firmer notice at 14 days, final notice at 30 days. Each email pulls current balance, original invoice, and days overdue from BC.
Result: Days sales outstanding (DSO) reduced by 12 days. Collection rate improves without adding staff. Consistent, professional reminder process. Customer relationships maintained through polite, automated communication.
E-commerce: Shipment Tracking Notifications
Challenge: Online retailer ships 300+ packages daily. Customers constantly call asking "where's my order?" Customer service overwhelmed with tracking inquiries.
Solution: Email automation triggers when shipment posts in BC. Email includes tracking number, carrier information, estimated delivery date, and link to tracking website. Order details and customer name populated via placeholders.
Result: Customer service calls drop 60%. Customers proactively track own shipments. Positive reviews mention "great communication." Shipping team focuses on fulfillment instead of answering emails.
Seamless Business Central Integration
Business Central email automation integrates natively with your existing BC environment—no separate systems to learn or manage.
Native BC Extension: Installs like any BC app from AppSource. Uses standard BC extension framework. Follows Microsoft development best practices. Updates automatically with BC version releases.
Uses Your Email Accounts: Leverages SMTP accounts already configured in Business Central. No duplicate email setup. Works with Office 365, Gmail, Exchange, or any email provider BC supports.
Respects BC Security: Honors user permissions and company security policies. Email sending follows BC role-based access control. Integrates with BC's standard audit logging.
Data Stays in BC: Email templates, logs, and configuration stored in Business Central tables. No external database. Data protected by your BC security model. Backup covered by BC backup procedures.
Works with All BC Deployments: Compatible with Business Central Online (SaaS), on-premises installations, and hybrid environments. Supports BC version 22.0 and higher. Regular updates maintain compatibility with latest BC releases.
Microsoft Ecosystem Integration: Fully compatible with Dynamics 365 ecosystem. Works alongside other BC extensions. Integrates with Power Platform when needed (optional, not required).
Learn more about Business Central email setup in Microsoft's official documentation.
Getting Started: From Installation to First Automated Email
Step 1: Install from AppSource
Find "Email Automation" in Microsoft AppSource. Click "Get it now" and follow the installation wizard. The app installs as a standard BC extension—takes 5-10 minutes.
Step 2: Create Your First Email Template
Navigate to 0-Code Email Automation in Business Central. Create a new template for "Order Confirmation." Use the rich text editor to design the email. Add placeholders for customer name, order number, amount, and delivery date. Preview to see how it looks.
Step 3: Configure the Trigger
Set up trigger conditions: "When Sales Order Status = Released." Add optional conditions: "AND Amount > $100" if you only want to email larger orders. Specify recipient: use customer email from BC customer card.
Step 4: Attach BC Report
Select which Business Central report to attach. Choose "Order Confirmation" from BC reports, use placeholders to setup report filters. System will generate PDF automatically when email sends.
Step 5: Test and Activate
Send a sample email to yourself. Verify placeholders populate correctly, formatting looks good, attachments work. When satisfied, activate the trigger. Your first automated email is live!
From this point forward, every sales order triggers automatic email. Zero manual intervention. Complete automation.
Most organizations set up 3-5 email automations in the first week: order confirmations, invoice delivery, payment reminders, low stock alerts, shipment notifications. Once configured, emails run automatically forever.
Why Choose Our Email Automation Solution
Purpose-Built for Business Central
Unlike generic email marketing tools, 0-Code Email Automation is designed specifically for Business Central users. Native BC integration, automatic placeholder syntax for BC fields, direct access to BC reports, and seamless workflow with your existing BC processes.
We understand BC tables, field structures, and business logic. No awkward integrations or middleware. The app knows BC intimately and works the way BC users think.
Simple Setup, Enterprise Power
No coding required, yet powerful enough for complex scenarios. Business analysts configure automation using familiar BC interfaces. Formula-based conditions use standard BC filter syntax you already know.
But simple doesn't mean limited: cross-table data access, conditional logic, multiple attachment support, HTML templates, and comprehensive audit logging deliver enterprise-grade capabilities without enterprise-grade complexity.
Proven Reliability
Built on robust automation engine used by hundreds of Business Central customers. Transaction-level execution ensures emails only send when BC data successfully commits—no orphaned emails from failed transactions.
Comprehensive validation logging tracks every email, enabling audit compliance and troubleshooting. Automatic retry logic handles temporary email server issues. Battle-tested in high-volume environments processing thousands of automated emails daily.
Dedicated BC Expertise
The 0-Code support team knows Business Central inside and out. We speak your language—tables, fields, posting routines, not just generic "email marketing" terminology.
Regular updates maintain compatibility with latest BC versions. We monitor Microsoft BC release schedules and test thoroughly before each update. Your email automation keeps working seamlessly as BC evolves.
Future-Proof Technology
Built using Microsoft's recommended BC extension framework. Follows AL development best practices. Compatible with BC's long-term roadmap.
As Microsoft enhances Business Central's email capabilities, our app incorporates improvements automatically. You benefit from BC platform advances without migration headaches.
Value That Scales
Start with one automation, expand to dozens. Pricing scales with users. ROI typically realized within first month through time savings alone.
Time savings example: If your team spends just 30 minutes daily on manual emails (conservative estimate), automation saves 180+ hours annually. At $50/hour loaded cost, that's $9,000+ in productivity gains—far exceeding app cost.
Start Automating Business Central Emails Today
Stop wasting time on manual emails. Transform your Business Central communication with trigger-based automation, dynamic placeholders, automatic report attachments, and complete audit trails.
Join hundreds of BC users who've eliminated manual email work and improved customer communication through automation.
Ready to Get Started?
Full functionality during trial period
No credit card required
Install from AppSource in minutes
Expert setup support included
See email automation in action. 30-minute personalized demo showing your specific use cases. Ask questions, see real BC integration, understand exactly how automation works for your business.
Questions about your specific scenario? Talk to our Business Central consultants. We'll help you identify automation opportunities and estimate ROI for your organization.
0-Code Business Central Email Automation | Automatic order confirmations, invoice delivery, payment reminders & alerts | Native BC integration | No coding required | Start free trial today
Email Automation for Microsoft Dynamics 365 Business Central
Stop spending hours manually emailing customers. Business Central email automation transforms how you communicate with customers and vendors. Send order confirmations, invoices, payment reminders, and alerts automatically—triggered by data changes in your BC system. No coding required, just simple setup and powerful results.
Manual Email Communication: Problem Every BC User Faces
If you're using Business Central, you know the pain of manual email communication:
Hours wasted every week copying customer data, order numbers, and amounts into emails. Your team manually sends order confirmations, invoice notifications, and payment reminders—one at a time, every single day.
Costly mistakes happen frequently. Copy-paste errors lead to wrong amounts, incorrect customer names, or missing order details in emails. Different team members write different emails for the same scenarios, creating inconsistent customer experiences.
Critical notifications get forgotten. Low stock alerts, shipment confirmations, and payment reminders slip through the cracks because someone forgot to send them. You discover errors too late—after the customer complains or the order ships incorrectly.
No audit trail exists. When a customer says "I never received that email," you have no proof. There's no central record of what emails were sent, when, or to whom.
This manual approach doesn't scale. As your business grows, email workload grows faster. You need Business Central email automation.
Automate Business Central Emails in Minutes
0-Code Email Automation eliminates manual email work entirely. It connects directly to your Business Central system and sends emails automatically when your data changes.
Trigger-based automation means emails send themselves. Create a new sales order? The system automatically emails the customer an order confirmation with a PDF attachment. Invoice posts? Payment reminder email goes out automatically. Inventory drops below reorder point? Your purchasing team gets an alert.
Dynamic placeholders pull live BC data into every email. No more copy-paste. Your email templates use simple placeholders like [Customer Name], [Order Number], or [Amount Due] that automatically fill with real data from Business Central—including data from related tables like customer payment terms or item descriptions.
Configure in minutes, not days. You don't need developers or AL coding knowledge. Just specify: when to send (trigger event), who to send to (recipient logic), and what to say (email template with placeholders). The system handles the rest, executing at the transaction level before data commits to ensure accuracy.
Built on proven automation technology, our app integrates seamlessly with BC's native email infrastructure, works across all Business Central tables, and maintains a complete validation log for compliance.
Key Features That Transform Your Email Communication
Automatic Trigger-Based Sending
Emails send automatically when Business Central records change. Set it once, forget it forever.
Configure triggers for any BC table event: when records insert, modify, or delete. Create conditional triggers: send email only if order amount exceeds $1,000, or customer type equals "VIP," or status changes to "Shipped."
The system monitors your BC data in real-time and fires emails the moment conditions are met. No batch processing delays. No manual intervention. Just instant, automatic communication with customers and vendors.
Real example: Set up "Order Confirmation" email to trigger when Sales Order Status = Released AND Amount > $500. Every qualifying order automatically emails the customer—24/7, even when you're not at your desk.
Dynamic Placeholders for Any BC Data
Pull data from any Business Central table into your emails using simple placeholder syntax.
Use [TableID:FieldID] format to reference any field: [18:2] for customer name, [36:3] for order amount, [27:5] for item description. The system automatically looks up the current value and inserts it into your email.
Cross-table data access means one email can include customer information, order details, item descriptions, and payment terms—all pulled automatically from related BC tables. Build rich, informative emails without manual data gathering.
Example email template:
Dear [18:2], Your order #[36:3] for $[36:11] has been confirmed. Expected delivery: [36:15] Payment terms: [18:21]
Every placeholder automatically fills with live BC data when the email sends.
Professional HTML Email Templates
Create beautiful, branded emails with our built-in HTML editor.
Design professional-looking emails with your company logo, colors, and formatting. Use rich text, tables, bullet points, and images. Preview exactly how emails will look before sending.
Templates save time—create once, use forever. Build a library of templates for common scenarios: order confirmations, invoice notifications, payment reminders, shipment alerts, quote follow-ups.
No HTML knowledge required. Our visual editor lets you design emails like editing a Word document. For power users, switch to HTML source view for advanced customization.
Automatic Report Attachments
Attach Business Central reports (PDFs) to emails automatically—no manual export needed.
Configure which BC report to attach: order confirmation report, invoice document, statement, packing slip, any standard or custom BC report. The system generates the PDF and attaches it to the outbound email automatically.
Multiple attachments supported. Send invoice + payment reminders + account statement all in one email. Each attachment generated fresh from current BC data at send time.
This eliminates the painful workflow of: run report → export to PDF → manually attach to email → send. Now it's automatic: email sends with current report attached.
Example use case: When invoice posts, automatically email customer with invoice document PDF attached. Customer receives professional invoice immediately—zero manual work for your team.
Complete Email History & Audit Trail
Every email tracked in a validation log with full audit details.
See exactly what emails were sent, when, to whom, with what content. Search by customer, date range, email type, or trigger event. Prove compliance for audits or customer disputes.
Track email success and failures. If email delivery fails, the log shows the error and timestamp. Resend failed emails with one click.
No more "I never got that email" disputes. Your log proves the email sent, shows the exact content, and timestamps delivery. Essential for regulated industries and customer service accountability.
Access complete history from Business Central's interface. Export logs for reporting or compliance documentation.
Works Across All Business Central Tables
Not just sales orders. Automate emails for any BC table or process.
Sales & Customers: Order confirmations, quote follow-ups, invoice notifications, payment reminders, shipment alerts
Purchasing & Vendors: Purchase order confirmations, receiving notifications, vendor payment notices
Inventory: Low stock alerts, reorder notifications, stockout warnings, bin transfers
Finance: Journal posting notifications, bank reconciliation alerts, month-end reminders
Service: Service order notifications, maintenance alerts, warranty expiration notices
Jobs/Projects: Milestone notifications, budget alerts, time tracking reminders
Any table in Business Central can trigger automated emails. If it's in BC, you can automate email communication about it.
Works Everywhere: Compatible with all standard Business Central tables, ISV extension tables, and custom tables or fields you've created. Whether you're using Microsoft's standard functionality, third-party apps, or custom modifications—email automation works seamlessly across your entire BC environment.
Conditional Email Logic
Send different emails based on business rules. Not every customer gets the same message.
Configure conditional logic: if order amount > $10,000, send to sales manager for review. If customer type = "wholesale," use wholesale pricing email template. If payment method = "COD," skip payment reminder emails.
Scenario-based automation means the right email goes to the right person at the right time, with the right content. No more one-size-fits-all email blasts.
Combine multiple conditions with AND/OR logic. Example: Send expedited shipping notice if (Order Priority = High) AND (Requested Delivery Date < 3 days from today).
Integration with BC Email Infrastructure
Leverages Business Central's native email accounts—no separate email system needed.
Uses the SMTP accounts you've already configured in BC. Works with Office 365, Gmail, on-premises Exchange, or any SMTP provider BC supports.
Respects BC security and permissions. Email sending obeys user permissions and company security policies. Integrates with BC's standard email logging.
Compatible with BC Online and On-Premises (version 22.0+). Works as a standard BC extension following Microsoft best practices. No external database or cloud dependencies.
Real-World Use Cases: Automation in Action
Manufacturing: Automated Production Notifications
Challenge: Production manager needs instant alerts when raw material inventory hits reorder points, but manually checking stock levels multiple times daily wastes hours.
Solution: Email automation triggers low stock alerts automatically when item quantity falls below minimum threshold. Email includes item number, current quantity, reorder point, and preferred vendor—pulled from BC item card using dynamic placeholders.
Result: Production never stops due to material shortages. Purchasing receives actionable alerts immediately, orders placed proactively, inventory optimized without manual monitoring.
Distribution: Instant Order Confirmations
Challenge: Wholesale distributor processes 200+ orders daily. Manually emailing order confirmations takes 2 hours each day, causes delays, and creates customer service issues when confirmations are forgotten.
Solution: Email automation sends order confirmation instantly when sales order status changes to "Released." Email includes order details, expected delivery date, line items with descriptions, and order confirmation PDF attachment—all generated automatically.
Result: Every customer receives instant confirmation. Customer service inquiries drop 40%. Staff reallocated from email management to sales activities. Professional, consistent customer experience.
Professional Services: Automated Invoice Delivery
Challenge: Consulting firm manually emails 50-100 invoices monthly. Finance team spends half a day running invoice reports, exporting PDFs, composing emails, and sending individually.
Solution: When invoice posts, email automation triggers automatically. System emails customer contact with personalized message, invoice PDF attached, payment instructions included. Payment terms and due date pulled from customer card via placeholders.
Result: Invoice delivery time drops from 4 hours to zero. Customers receive invoices same day as posting. Faster payment collection (customers get invoices immediately). Finance team focuses on analysis instead of email admin.
Retail: Payment Reminder Automation
Challenge: Retail chain needs to send payment reminders for overdue accounts but lacks staff to manually track and email each customer. Overdue accounts growing due to inconsistent follow-up.
Solution: Email automation configured to trigger when invoice due date passes without payment. Escalating reminders: friendly reminder at 7 days overdue, firmer notice at 14 days, final notice at 30 days. Each email pulls current balance, original invoice, and days overdue from BC.
Result: Days sales outstanding (DSO) reduced by 12 days. Collection rate improves without adding staff. Consistent, professional reminder process. Customer relationships maintained through polite, automated communication.
E-commerce: Shipment Tracking Notifications
Challenge: Online retailer ships 300+ packages daily. Customers constantly call asking "where's my order?" Customer service overwhelmed with tracking inquiries.
Solution: Email automation triggers when shipment posts in BC. Email includes tracking number, carrier information, estimated delivery date, and link to tracking website. Order details and customer name populated via placeholders.
Result: Customer service calls drop 60%. Customers proactively track own shipments. Positive reviews mention "great communication." Shipping team focuses on fulfillment instead of answering emails.
Seamless Business Central Integration
Business Central email automation integrates natively with your existing BC environment—no separate systems to learn or manage.
Native BC Extension: Installs like any BC app from AppSource. Uses standard BC extension framework. Follows Microsoft development best practices. Updates automatically with BC version releases.
Uses Your Email Accounts: Leverages SMTP accounts already configured in Business Central. No duplicate email setup. Works with Office 365, Gmail, Exchange, or any email provider BC supports.
Respects BC Security: Honors user permissions and company security policies. Email sending follows BC role-based access control. Integrates with BC's standard audit logging.
Data Stays in BC: Email templates, logs, and configuration stored in Business Central tables. No external database. Data protected by your BC security model. Backup covered by BC backup procedures.
Works with All BC Deployments: Compatible with Business Central Online (SaaS), on-premises installations, and hybrid environments. Supports BC version 22.0 and higher. Regular updates maintain compatibility with latest BC releases.
Microsoft Ecosystem Integration: Fully compatible with Dynamics 365 ecosystem. Works alongside other BC extensions. Integrates with Power Platform when needed (optional, not required).
Learn more about Business Central email setup in Microsoft's official documentation.
Getting Started: From Installation to First Automated Email
Step 1: Install from AppSource
Find "Email Automation" in Microsoft AppSource. Click "Get it now" and follow the installation wizard. The app installs as a standard BC extension—takes 5-10 minutes.
Step 2: Create Your First Email Template
Navigate to 0-Code Email Automation in Business Central. Create a new template for "Order Confirmation." Use the rich text editor to design the email. Add placeholders for customer name, order number, amount, and delivery date. Preview to see how it looks.
Step 3: Configure the Trigger
Set up trigger conditions: "When Sales Order Status = Released." Add optional conditions: "AND Amount > $100" if you only want to email larger orders. Specify recipient: use customer email from BC customer card.
Step 4: Attach BC Report
Select which Business Central report to attach. Choose "Order Confirmation" from BC reports, use placeholders to setup report filters. System will generate PDF automatically when email sends.
Step 5: Test and Activate
Send a sample email to yourself. Verify placeholders populate correctly, formatting looks good, attachments work. When satisfied, activate the trigger. Your first automated email is live!
From this point forward, every sales order triggers automatic email. Zero manual intervention. Complete automation.
Most organizations set up 3-5 email automations in the first week: order confirmations, invoice delivery, payment reminders, low stock alerts, shipment notifications. Once configured, emails run automatically forever.
Why Choose Our Email Automation Solution
Purpose-Built for Business Central
Unlike generic email marketing tools, 0-Code Email Automation is designed specifically for Business Central users. Native BC integration, automatic placeholder syntax for BC fields, direct access to BC reports, and seamless workflow with your existing BC processes.
We understand BC tables, field structures, and business logic. No awkward integrations or middleware. The app knows BC intimately and works the way BC users think.
Simple Setup, Enterprise Power
No coding required, yet powerful enough for complex scenarios. Business analysts configure automation using familiar BC interfaces. Formula-based conditions use standard BC filter syntax you already know.
But simple doesn't mean limited: cross-table data access, conditional logic, multiple attachment support, HTML templates, and comprehensive audit logging deliver enterprise-grade capabilities without enterprise-grade complexity.
Proven Reliability
Built on robust automation engine used by hundreds of Business Central customers. Transaction-level execution ensures emails only send when BC data successfully commits—no orphaned emails from failed transactions.
Comprehensive validation logging tracks every email, enabling audit compliance and troubleshooting. Automatic retry logic handles temporary email server issues. Battle-tested in high-volume environments processing thousands of automated emails daily.
Dedicated BC Expertise
The 0-Code support team knows Business Central inside and out. We speak your language—tables, fields, posting routines, not just generic "email marketing" terminology.
Regular updates maintain compatibility with latest BC versions. We monitor Microsoft BC release schedules and test thoroughly before each update. Your email automation keeps working seamlessly as BC evolves.
Future-Proof Technology
Built using Microsoft's recommended BC extension framework. Follows AL development best practices. Compatible with BC's long-term roadmap.
As Microsoft enhances Business Central's email capabilities, our app incorporates improvements automatically. You benefit from BC platform advances without migration headaches.
Value That Scales
Start with one automation, expand to dozens. Pricing scales with users. ROI typically realized within first month through time savings alone.
Time savings example: If your team spends just 30 minutes daily on manual emails (conservative estimate), automation saves 180+ hours annually. At $50/hour loaded cost, that's $9,000+ in productivity gains—far exceeding app cost.
Start Automating Business Central Emails Today
Stop wasting time on manual emails. Transform your Business Central communication with trigger-based automation, dynamic placeholders, automatic report attachments, and complete audit trails.
Join hundreds of BC users who've eliminated manual email work and improved customer communication through automation.
Ready to Get Started?
Full functionality during trial period
No credit card required
Install from AppSource in minutes
Expert setup support included
See email automation in action. 30-minute personalized demo showing your specific use cases. Ask questions, see real BC integration, understand exactly how automation works for your business.
Questions about your specific scenario? Talk to our Business Central consultants. We'll help you identify automation opportunities and estimate ROI for your organization.
0-Code Business Central Email Automation | Automatic order confirmations, invoice delivery, payment reminders & alerts | Native BC integration | No coding required | Start free trial today
Email Automation for Microsoft Dynamics 365 Business Central
Stop spending hours manually emailing customers. Business Central email automation transforms how you communicate with customers and vendors. Send order confirmations, invoices, payment reminders, and alerts automatically—triggered by data changes in your BC system. No coding required, just simple setup and powerful results.
Manual Email Communication: Problem Every BC User Faces
If you're using Business Central, you know the pain of manual email communication:
Hours wasted every week copying customer data, order numbers, and amounts into emails. Your team manually sends order confirmations, invoice notifications, and payment reminders—one at a time, every single day.
Costly mistakes happen frequently. Copy-paste errors lead to wrong amounts, incorrect customer names, or missing order details in emails. Different team members write different emails for the same scenarios, creating inconsistent customer experiences.
Critical notifications get forgotten. Low stock alerts, shipment confirmations, and payment reminders slip through the cracks because someone forgot to send them. You discover errors too late—after the customer complains or the order ships incorrectly.
No audit trail exists. When a customer says "I never received that email," you have no proof. There's no central record of what emails were sent, when, or to whom.
This manual approach doesn't scale. As your business grows, email workload grows faster. You need Business Central email automation.
Automate Business Central Emails in Minutes
0-Code Email Automation eliminates manual email work entirely. It connects directly to your Business Central system and sends emails automatically when your data changes.
Trigger-based automation means emails send themselves. Create a new sales order? The system automatically emails the customer an order confirmation with a PDF attachment. Invoice posts? Payment reminder email goes out automatically. Inventory drops below reorder point? Your purchasing team gets an alert.
Dynamic placeholders pull live BC data into every email. No more copy-paste. Your email templates use simple placeholders like [Customer Name], [Order Number], or [Amount Due] that automatically fill with real data from Business Central—including data from related tables like customer payment terms or item descriptions.
Configure in minutes, not days. You don't need developers or AL coding knowledge. Just specify: when to send (trigger event), who to send to (recipient logic), and what to say (email template with placeholders). The system handles the rest, executing at the transaction level before data commits to ensure accuracy.
Built on proven automation technology, our app integrates seamlessly with BC's native email infrastructure, works across all Business Central tables, and maintains a complete validation log for compliance.
Key Features That Transform Your Email Communication
Automatic Trigger-Based Sending
Emails send automatically when Business Central records change. Set it once, forget it forever.
Configure triggers for any BC table event: when records insert, modify, or delete. Create conditional triggers: send email only if order amount exceeds $1,000, or customer type equals "VIP," or status changes to "Shipped."
The system monitors your BC data in real-time and fires emails the moment conditions are met. No batch processing delays. No manual intervention. Just instant, automatic communication with customers and vendors.
Real example: Set up "Order Confirmation" email to trigger when Sales Order Status = Released AND Amount > $500. Every qualifying order automatically emails the customer—24/7, even when you're not at your desk.
Dynamic Placeholders for Any BC Data
Pull data from any Business Central table into your emails using simple placeholder syntax.
Use [TableID:FieldID] format to reference any field: [18:2] for customer name, [36:3] for order amount, [27:5] for item description. The system automatically looks up the current value and inserts it into your email.
Cross-table data access means one email can include customer information, order details, item descriptions, and payment terms—all pulled automatically from related BC tables. Build rich, informative emails without manual data gathering.
Example email template:
Dear [18:2], Your order #[36:3] for $[36:11] has been confirmed. Expected delivery: [36:15] Payment terms: [18:21]
Every placeholder automatically fills with live BC data when the email sends.
Professional HTML Email Templates
Create beautiful, branded emails with our built-in HTML editor.
Design professional-looking emails with your company logo, colors, and formatting. Use rich text, tables, bullet points, and images. Preview exactly how emails will look before sending.
Templates save time—create once, use forever. Build a library of templates for common scenarios: order confirmations, invoice notifications, payment reminders, shipment alerts, quote follow-ups.
No HTML knowledge required. Our visual editor lets you design emails like editing a Word document. For power users, switch to HTML source view for advanced customization.
Automatic Report Attachments
Attach Business Central reports (PDFs) to emails automatically—no manual export needed.
Configure which BC report to attach: order confirmation report, invoice document, statement, packing slip, any standard or custom BC report. The system generates the PDF and attaches it to the outbound email automatically.
Multiple attachments supported. Send invoice + payment reminders + account statement all in one email. Each attachment generated fresh from current BC data at send time.
This eliminates the painful workflow of: run report → export to PDF → manually attach to email → send. Now it's automatic: email sends with current report attached.
Example use case: When invoice posts, automatically email customer with invoice document PDF attached. Customer receives professional invoice immediately—zero manual work for your team.
Complete Email History & Audit Trail
Every email tracked in a validation log with full audit details.
See exactly what emails were sent, when, to whom, with what content. Search by customer, date range, email type, or trigger event. Prove compliance for audits or customer disputes.
Track email success and failures. If email delivery fails, the log shows the error and timestamp. Resend failed emails with one click.
No more "I never got that email" disputes. Your log proves the email sent, shows the exact content, and timestamps delivery. Essential for regulated industries and customer service accountability.
Access complete history from Business Central's interface. Export logs for reporting or compliance documentation.
Works Across All Business Central Tables
Not just sales orders. Automate emails for any BC table or process.
Sales & Customers: Order confirmations, quote follow-ups, invoice notifications, payment reminders, shipment alerts
Purchasing & Vendors: Purchase order confirmations, receiving notifications, vendor payment notices
Inventory: Low stock alerts, reorder notifications, stockout warnings, bin transfers
Finance: Journal posting notifications, bank reconciliation alerts, month-end reminders
Service: Service order notifications, maintenance alerts, warranty expiration notices
Jobs/Projects: Milestone notifications, budget alerts, time tracking reminders
Any table in Business Central can trigger automated emails. If it's in BC, you can automate email communication about it.
Works Everywhere: Compatible with all standard Business Central tables, ISV extension tables, and custom tables or fields you've created. Whether you're using Microsoft's standard functionality, third-party apps, or custom modifications—email automation works seamlessly across your entire BC environment.
Conditional Email Logic
Send different emails based on business rules. Not every customer gets the same message.
Configure conditional logic: if order amount > $10,000, send to sales manager for review. If customer type = "wholesale," use wholesale pricing email template. If payment method = "COD," skip payment reminder emails.
Scenario-based automation means the right email goes to the right person at the right time, with the right content. No more one-size-fits-all email blasts.
Combine multiple conditions with AND/OR logic. Example: Send expedited shipping notice if (Order Priority = High) AND (Requested Delivery Date < 3 days from today).
Integration with BC Email Infrastructure
Leverages Business Central's native email accounts—no separate email system needed.
Uses the SMTP accounts you've already configured in BC. Works with Office 365, Gmail, on-premises Exchange, or any SMTP provider BC supports.
Respects BC security and permissions. Email sending obeys user permissions and company security policies. Integrates with BC's standard email logging.
Compatible with BC Online and On-Premises (version 22.0+). Works as a standard BC extension following Microsoft best practices. No external database or cloud dependencies.
Real-World Use Cases: Automation in Action
Manufacturing: Automated Production Notifications
Challenge: Production manager needs instant alerts when raw material inventory hits reorder points, but manually checking stock levels multiple times daily wastes hours.
Solution: Email automation triggers low stock alerts automatically when item quantity falls below minimum threshold. Email includes item number, current quantity, reorder point, and preferred vendor—pulled from BC item card using dynamic placeholders.
Result: Production never stops due to material shortages. Purchasing receives actionable alerts immediately, orders placed proactively, inventory optimized without manual monitoring.
Distribution: Instant Order Confirmations
Challenge: Wholesale distributor processes 200+ orders daily. Manually emailing order confirmations takes 2 hours each day, causes delays, and creates customer service issues when confirmations are forgotten.
Solution: Email automation sends order confirmation instantly when sales order status changes to "Released." Email includes order details, expected delivery date, line items with descriptions, and order confirmation PDF attachment—all generated automatically.
Result: Every customer receives instant confirmation. Customer service inquiries drop 40%. Staff reallocated from email management to sales activities. Professional, consistent customer experience.
Professional Services: Automated Invoice Delivery
Challenge: Consulting firm manually emails 50-100 invoices monthly. Finance team spends half a day running invoice reports, exporting PDFs, composing emails, and sending individually.
Solution: When invoice posts, email automation triggers automatically. System emails customer contact with personalized message, invoice PDF attached, payment instructions included. Payment terms and due date pulled from customer card via placeholders.
Result: Invoice delivery time drops from 4 hours to zero. Customers receive invoices same day as posting. Faster payment collection (customers get invoices immediately). Finance team focuses on analysis instead of email admin.
Retail: Payment Reminder Automation
Challenge: Retail chain needs to send payment reminders for overdue accounts but lacks staff to manually track and email each customer. Overdue accounts growing due to inconsistent follow-up.
Solution: Email automation configured to trigger when invoice due date passes without payment. Escalating reminders: friendly reminder at 7 days overdue, firmer notice at 14 days, final notice at 30 days. Each email pulls current balance, original invoice, and days overdue from BC.
Result: Days sales outstanding (DSO) reduced by 12 days. Collection rate improves without adding staff. Consistent, professional reminder process. Customer relationships maintained through polite, automated communication.
E-commerce: Shipment Tracking Notifications
Challenge: Online retailer ships 300+ packages daily. Customers constantly call asking "where's my order?" Customer service overwhelmed with tracking inquiries.
Solution: Email automation triggers when shipment posts in BC. Email includes tracking number, carrier information, estimated delivery date, and link to tracking website. Order details and customer name populated via placeholders.
Result: Customer service calls drop 60%. Customers proactively track own shipments. Positive reviews mention "great communication." Shipping team focuses on fulfillment instead of answering emails.
Seamless Business Central Integration
Business Central email automation integrates natively with your existing BC environment—no separate systems to learn or manage.
Native BC Extension: Installs like any BC app from AppSource. Uses standard BC extension framework. Follows Microsoft development best practices. Updates automatically with BC version releases.
Uses Your Email Accounts: Leverages SMTP accounts already configured in Business Central. No duplicate email setup. Works with Office 365, Gmail, Exchange, or any email provider BC supports.
Respects BC Security: Honors user permissions and company security policies. Email sending follows BC role-based access control. Integrates with BC's standard audit logging.
Data Stays in BC: Email templates, logs, and configuration stored in Business Central tables. No external database. Data protected by your BC security model. Backup covered by BC backup procedures.
Works with All BC Deployments: Compatible with Business Central Online (SaaS), on-premises installations, and hybrid environments. Supports BC version 22.0 and higher. Regular updates maintain compatibility with latest BC releases.
Microsoft Ecosystem Integration: Fully compatible with Dynamics 365 ecosystem. Works alongside other BC extensions. Integrates with Power Platform when needed (optional, not required).
Learn more about Business Central email setup in Microsoft's official documentation.
Getting Started: From Installation to First Automated Email
Step 1: Install from AppSource
Find "Email Automation" in Microsoft AppSource. Click "Get it now" and follow the installation wizard. The app installs as a standard BC extension—takes 5-10 minutes.
Step 2: Create Your First Email Template
Navigate to 0-Code Email Automation in Business Central. Create a new template for "Order Confirmation." Use the rich text editor to design the email. Add placeholders for customer name, order number, amount, and delivery date. Preview to see how it looks.
Step 3: Configure the Trigger
Set up trigger conditions: "When Sales Order Status = Released." Add optional conditions: "AND Amount > $100" if you only want to email larger orders. Specify recipient: use customer email from BC customer card.
Step 4: Attach BC Report
Select which Business Central report to attach. Choose "Order Confirmation" from BC reports, use placeholders to setup report filters. System will generate PDF automatically when email sends.
Step 5: Test and Activate
Send a sample email to yourself. Verify placeholders populate correctly, formatting looks good, attachments work. When satisfied, activate the trigger. Your first automated email is live!
From this point forward, every sales order triggers automatic email. Zero manual intervention. Complete automation.
Most organizations set up 3-5 email automations in the first week: order confirmations, invoice delivery, payment reminders, low stock alerts, shipment notifications. Once configured, emails run automatically forever.
Why Choose Our Email Automation Solution
Purpose-Built for Business Central
Unlike generic email marketing tools, 0-Code Email Automation is designed specifically for Business Central users. Native BC integration, automatic placeholder syntax for BC fields, direct access to BC reports, and seamless workflow with your existing BC processes.
We understand BC tables, field structures, and business logic. No awkward integrations or middleware. The app knows BC intimately and works the way BC users think.
Simple Setup, Enterprise Power
No coding required, yet powerful enough for complex scenarios. Business analysts configure automation using familiar BC interfaces. Formula-based conditions use standard BC filter syntax you already know.
But simple doesn't mean limited: cross-table data access, conditional logic, multiple attachment support, HTML templates, and comprehensive audit logging deliver enterprise-grade capabilities without enterprise-grade complexity.
Proven Reliability
Built on robust automation engine used by hundreds of Business Central customers. Transaction-level execution ensures emails only send when BC data successfully commits—no orphaned emails from failed transactions.
Comprehensive validation logging tracks every email, enabling audit compliance and troubleshooting. Automatic retry logic handles temporary email server issues. Battle-tested in high-volume environments processing thousands of automated emails daily.
Dedicated BC Expertise
The 0-Code support team knows Business Central inside and out. We speak your language—tables, fields, posting routines, not just generic "email marketing" terminology.
Regular updates maintain compatibility with latest BC versions. We monitor Microsoft BC release schedules and test thoroughly before each update. Your email automation keeps working seamlessly as BC evolves.
Future-Proof Technology
Built using Microsoft's recommended BC extension framework. Follows AL development best practices. Compatible with BC's long-term roadmap.
As Microsoft enhances Business Central's email capabilities, our app incorporates improvements automatically. You benefit from BC platform advances without migration headaches.
Value That Scales
Start with one automation, expand to dozens. Pricing scales with users. ROI typically realized within first month through time savings alone.
Time savings example: If your team spends just 30 minutes daily on manual emails (conservative estimate), automation saves 180+ hours annually. At $50/hour loaded cost, that's $9,000+ in productivity gains—far exceeding app cost.
Start Automating Business Central Emails Today
Stop wasting time on manual emails. Transform your Business Central communication with trigger-based automation, dynamic placeholders, automatic report attachments, and complete audit trails.
Join hundreds of BC users who've eliminated manual email work and improved customer communication through automation.
Ready to Get Started?
Full functionality during trial period
No credit card required
Install from AppSource in minutes
Expert setup support included
See email automation in action. 30-minute personalized demo showing your specific use cases. Ask questions, see real BC integration, understand exactly how automation works for your business.
Questions about your specific scenario? Talk to our Business Central consultants. We'll help you identify automation opportunities and estimate ROI for your organization.
0-Code Business Central Email Automation | Automatic order confirmations, invoice delivery, payment reminders & alerts | Native BC integration | No coding required | Start free trial today
Email Automation for Microsoft Dynamics 365 Business Central
Stop spending hours manually emailing customers. Business Central email automation transforms how you communicate with customers and vendors. Send order confirmations, invoices, payment reminders, and alerts automatically—triggered by data changes in your BC system. No coding required, just simple setup and powerful results.
Manual Email Communication: Problem Every BC User Faces
If you're using Business Central, you know the pain of manual email communication:
Hours wasted every week copying customer data, order numbers, and amounts into emails. Your team manually sends order confirmations, invoice notifications, and payment reminders—one at a time, every single day.
Costly mistakes happen frequently. Copy-paste errors lead to wrong amounts, incorrect customer names, or missing order details in emails. Different team members write different emails for the same scenarios, creating inconsistent customer experiences.
Critical notifications get forgotten. Low stock alerts, shipment confirmations, and payment reminders slip through the cracks because someone forgot to send them. You discover errors too late—after the customer complains or the order ships incorrectly.
No audit trail exists. When a customer says "I never received that email," you have no proof. There's no central record of what emails were sent, when, or to whom.
This manual approach doesn't scale. As your business grows, email workload grows faster. You need Business Central email automation.
Automate Business Central Emails in Minutes
0-Code Email Automation eliminates manual email work entirely. It connects directly to your Business Central system and sends emails automatically when your data changes.
Trigger-based automation means emails send themselves. Create a new sales order? The system automatically emails the customer an order confirmation with a PDF attachment. Invoice posts? Payment reminder email goes out automatically. Inventory drops below reorder point? Your purchasing team gets an alert.
Dynamic placeholders pull live BC data into every email. No more copy-paste. Your email templates use simple placeholders like [Customer Name], [Order Number], or [Amount Due] that automatically fill with real data from Business Central—including data from related tables like customer payment terms or item descriptions.
Configure in minutes, not days. You don't need developers or AL coding knowledge. Just specify: when to send (trigger event), who to send to (recipient logic), and what to say (email template with placeholders). The system handles the rest, executing at the transaction level before data commits to ensure accuracy.
Built on proven automation technology, our app integrates seamlessly with BC's native email infrastructure, works across all Business Central tables, and maintains a complete validation log for compliance.
Key Features That Transform Your Email Communication
Automatic Trigger-Based Sending
Emails send automatically when Business Central records change. Set it once, forget it forever.
Configure triggers for any BC table event: when records insert, modify, or delete. Create conditional triggers: send email only if order amount exceeds $1,000, or customer type equals "VIP," or status changes to "Shipped."
The system monitors your BC data in real-time and fires emails the moment conditions are met. No batch processing delays. No manual intervention. Just instant, automatic communication with customers and vendors.
Real example: Set up "Order Confirmation" email to trigger when Sales Order Status = Released AND Amount > $500. Every qualifying order automatically emails the customer—24/7, even when you're not at your desk.
Dynamic Placeholders for Any BC Data
Pull data from any Business Central table into your emails using simple placeholder syntax.
Use [TableID:FieldID] format to reference any field: [18:2] for customer name, [36:3] for order amount, [27:5] for item description. The system automatically looks up the current value and inserts it into your email.
Cross-table data access means one email can include customer information, order details, item descriptions, and payment terms—all pulled automatically from related BC tables. Build rich, informative emails without manual data gathering.
Example email template:
Dear [18:2], Your order #[36:3] for $[36:11] has been confirmed. Expected delivery: [36:15] Payment terms: [18:21]
Every placeholder automatically fills with live BC data when the email sends.
Professional HTML Email Templates
Create beautiful, branded emails with our built-in HTML editor.
Design professional-looking emails with your company logo, colors, and formatting. Use rich text, tables, bullet points, and images. Preview exactly how emails will look before sending.
Templates save time—create once, use forever. Build a library of templates for common scenarios: order confirmations, invoice notifications, payment reminders, shipment alerts, quote follow-ups.
No HTML knowledge required. Our visual editor lets you design emails like editing a Word document. For power users, switch to HTML source view for advanced customization.
Automatic Report Attachments
Attach Business Central reports (PDFs) to emails automatically—no manual export needed.
Configure which BC report to attach: order confirmation report, invoice document, statement, packing slip, any standard or custom BC report. The system generates the PDF and attaches it to the outbound email automatically.
Multiple attachments supported. Send invoice + payment reminders + account statement all in one email. Each attachment generated fresh from current BC data at send time.
This eliminates the painful workflow of: run report → export to PDF → manually attach to email → send. Now it's automatic: email sends with current report attached.
Example use case: When invoice posts, automatically email customer with invoice document PDF attached. Customer receives professional invoice immediately—zero manual work for your team.
Complete Email History & Audit Trail
Every email tracked in a validation log with full audit details.
See exactly what emails were sent, when, to whom, with what content. Search by customer, date range, email type, or trigger event. Prove compliance for audits or customer disputes.
Track email success and failures. If email delivery fails, the log shows the error and timestamp. Resend failed emails with one click.
No more "I never got that email" disputes. Your log proves the email sent, shows the exact content, and timestamps delivery. Essential for regulated industries and customer service accountability.
Access complete history from Business Central's interface. Export logs for reporting or compliance documentation.
Works Across All Business Central Tables
Not just sales orders. Automate emails for any BC table or process.
Sales & Customers: Order confirmations, quote follow-ups, invoice notifications, payment reminders, shipment alerts
Purchasing & Vendors: Purchase order confirmations, receiving notifications, vendor payment notices
Inventory: Low stock alerts, reorder notifications, stockout warnings, bin transfers
Finance: Journal posting notifications, bank reconciliation alerts, month-end reminders
Service: Service order notifications, maintenance alerts, warranty expiration notices
Jobs/Projects: Milestone notifications, budget alerts, time tracking reminders
Any table in Business Central can trigger automated emails. If it's in BC, you can automate email communication about it.
Works Everywhere: Compatible with all standard Business Central tables, ISV extension tables, and custom tables or fields you've created. Whether you're using Microsoft's standard functionality, third-party apps, or custom modifications—email automation works seamlessly across your entire BC environment.
Conditional Email Logic
Send different emails based on business rules. Not every customer gets the same message.
Configure conditional logic: if order amount > $10,000, send to sales manager for review. If customer type = "wholesale," use wholesale pricing email template. If payment method = "COD," skip payment reminder emails.
Scenario-based automation means the right email goes to the right person at the right time, with the right content. No more one-size-fits-all email blasts.
Combine multiple conditions with AND/OR logic. Example: Send expedited shipping notice if (Order Priority = High) AND (Requested Delivery Date < 3 days from today).
Integration with BC Email Infrastructure
Leverages Business Central's native email accounts—no separate email system needed.
Uses the SMTP accounts you've already configured in BC. Works with Office 365, Gmail, on-premises Exchange, or any SMTP provider BC supports.
Respects BC security and permissions. Email sending obeys user permissions and company security policies. Integrates with BC's standard email logging.
Compatible with BC Online and On-Premises (version 22.0+). Works as a standard BC extension following Microsoft best practices. No external database or cloud dependencies.
Real-World Use Cases: Automation in Action
Manufacturing: Automated Production Notifications
Challenge: Production manager needs instant alerts when raw material inventory hits reorder points, but manually checking stock levels multiple times daily wastes hours.
Solution: Email automation triggers low stock alerts automatically when item quantity falls below minimum threshold. Email includes item number, current quantity, reorder point, and preferred vendor—pulled from BC item card using dynamic placeholders.
Result: Production never stops due to material shortages. Purchasing receives actionable alerts immediately, orders placed proactively, inventory optimized without manual monitoring.
Distribution: Instant Order Confirmations
Challenge: Wholesale distributor processes 200+ orders daily. Manually emailing order confirmations takes 2 hours each day, causes delays, and creates customer service issues when confirmations are forgotten.
Solution: Email automation sends order confirmation instantly when sales order status changes to "Released." Email includes order details, expected delivery date, line items with descriptions, and order confirmation PDF attachment—all generated automatically.
Result: Every customer receives instant confirmation. Customer service inquiries drop 40%. Staff reallocated from email management to sales activities. Professional, consistent customer experience.
Professional Services: Automated Invoice Delivery
Challenge: Consulting firm manually emails 50-100 invoices monthly. Finance team spends half a day running invoice reports, exporting PDFs, composing emails, and sending individually.
Solution: When invoice posts, email automation triggers automatically. System emails customer contact with personalized message, invoice PDF attached, payment instructions included. Payment terms and due date pulled from customer card via placeholders.
Result: Invoice delivery time drops from 4 hours to zero. Customers receive invoices same day as posting. Faster payment collection (customers get invoices immediately). Finance team focuses on analysis instead of email admin.
Retail: Payment Reminder Automation
Challenge: Retail chain needs to send payment reminders for overdue accounts but lacks staff to manually track and email each customer. Overdue accounts growing due to inconsistent follow-up.
Solution: Email automation configured to trigger when invoice due date passes without payment. Escalating reminders: friendly reminder at 7 days overdue, firmer notice at 14 days, final notice at 30 days. Each email pulls current balance, original invoice, and days overdue from BC.
Result: Days sales outstanding (DSO) reduced by 12 days. Collection rate improves without adding staff. Consistent, professional reminder process. Customer relationships maintained through polite, automated communication.
E-commerce: Shipment Tracking Notifications
Challenge: Online retailer ships 300+ packages daily. Customers constantly call asking "where's my order?" Customer service overwhelmed with tracking inquiries.
Solution: Email automation triggers when shipment posts in BC. Email includes tracking number, carrier information, estimated delivery date, and link to tracking website. Order details and customer name populated via placeholders.
Result: Customer service calls drop 60%. Customers proactively track own shipments. Positive reviews mention "great communication." Shipping team focuses on fulfillment instead of answering emails.
Seamless Business Central Integration
Business Central email automation integrates natively with your existing BC environment—no separate systems to learn or manage.
Native BC Extension: Installs like any BC app from AppSource. Uses standard BC extension framework. Follows Microsoft development best practices. Updates automatically with BC version releases.
Uses Your Email Accounts: Leverages SMTP accounts already configured in Business Central. No duplicate email setup. Works with Office 365, Gmail, Exchange, or any email provider BC supports.
Respects BC Security: Honors user permissions and company security policies. Email sending follows BC role-based access control. Integrates with BC's standard audit logging.
Data Stays in BC: Email templates, logs, and configuration stored in Business Central tables. No external database. Data protected by your BC security model. Backup covered by BC backup procedures.
Works with All BC Deployments: Compatible with Business Central Online (SaaS), on-premises installations, and hybrid environments. Supports BC version 22.0 and higher. Regular updates maintain compatibility with latest BC releases.
Microsoft Ecosystem Integration: Fully compatible with Dynamics 365 ecosystem. Works alongside other BC extensions. Integrates with Power Platform when needed (optional, not required).
Learn more about Business Central email setup in Microsoft's official documentation.
Getting Started: From Installation to First Automated Email
Step 1: Install from AppSource
Find "Email Automation" in Microsoft AppSource. Click "Get it now" and follow the installation wizard. The app installs as a standard BC extension—takes 5-10 minutes.
Step 2: Create Your First Email Template
Navigate to 0-Code Email Automation in Business Central. Create a new template for "Order Confirmation." Use the rich text editor to design the email. Add placeholders for customer name, order number, amount, and delivery date. Preview to see how it looks.
Step 3: Configure the Trigger
Set up trigger conditions: "When Sales Order Status = Released." Add optional conditions: "AND Amount > $100" if you only want to email larger orders. Specify recipient: use customer email from BC customer card.
Step 4: Attach BC Report
Select which Business Central report to attach. Choose "Order Confirmation" from BC reports, use placeholders to setup report filters. System will generate PDF automatically when email sends.
Step 5: Test and Activate
Send a sample email to yourself. Verify placeholders populate correctly, formatting looks good, attachments work. When satisfied, activate the trigger. Your first automated email is live!
From this point forward, every sales order triggers automatic email. Zero manual intervention. Complete automation.
Most organizations set up 3-5 email automations in the first week: order confirmations, invoice delivery, payment reminders, low stock alerts, shipment notifications. Once configured, emails run automatically forever.
Why Choose Our Email Automation Solution
Purpose-Built for Business Central
Unlike generic email marketing tools, 0-Code Email Automation is designed specifically for Business Central users. Native BC integration, automatic placeholder syntax for BC fields, direct access to BC reports, and seamless workflow with your existing BC processes.
We understand BC tables, field structures, and business logic. No awkward integrations or middleware. The app knows BC intimately and works the way BC users think.
Simple Setup, Enterprise Power
No coding required, yet powerful enough for complex scenarios. Business analysts configure automation using familiar BC interfaces. Formula-based conditions use standard BC filter syntax you already know.
But simple doesn't mean limited: cross-table data access, conditional logic, multiple attachment support, HTML templates, and comprehensive audit logging deliver enterprise-grade capabilities without enterprise-grade complexity.
Proven Reliability
Built on robust automation engine used by hundreds of Business Central customers. Transaction-level execution ensures emails only send when BC data successfully commits—no orphaned emails from failed transactions.
Comprehensive validation logging tracks every email, enabling audit compliance and troubleshooting. Automatic retry logic handles temporary email server issues. Battle-tested in high-volume environments processing thousands of automated emails daily.
Dedicated BC Expertise
The 0-Code support team knows Business Central inside and out. We speak your language—tables, fields, posting routines, not just generic "email marketing" terminology.
Regular updates maintain compatibility with latest BC versions. We monitor Microsoft BC release schedules and test thoroughly before each update. Your email automation keeps working seamlessly as BC evolves.
Future-Proof Technology
Built using Microsoft's recommended BC extension framework. Follows AL development best practices. Compatible with BC's long-term roadmap.
As Microsoft enhances Business Central's email capabilities, our app incorporates improvements automatically. You benefit from BC platform advances without migration headaches.
Value That Scales
Start with one automation, expand to dozens. Pricing scales with users. ROI typically realized within first month through time savings alone.
Time savings example: If your team spends just 30 minutes daily on manual emails (conservative estimate), automation saves 180+ hours annually. At $50/hour loaded cost, that's $9,000+ in productivity gains—far exceeding app cost.
Start Automating Business Central Emails Today
Stop wasting time on manual emails. Transform your Business Central communication with trigger-based automation, dynamic placeholders, automatic report attachments, and complete audit trails.
Join hundreds of BC users who've eliminated manual email work and improved customer communication through automation.
Ready to Get Started?
Full functionality during trial period
No credit card required
Install from AppSource in minutes
Expert setup support included
See email automation in action. 30-minute personalized demo showing your specific use cases. Ask questions, see real BC integration, understand exactly how automation works for your business.
Questions about your specific scenario? Talk to our Business Central consultants. We'll help you identify automation opportunities and estimate ROI for your organization.
0-Code Business Central Email Automation | Automatic order confirmations, invoice delivery, payment reminders & alerts | Native BC integration | No coding required | Start free trial today
Chapter 01 : Introduction & Getting Started
QUALIA Advanced Email App is a streamlined extension of the QUALIA Core Rule Engine that makes creating and managing automated email notifications in Microsoft Dynamics 365 Business Central fast, intuitive, and accessible to business users. While the QUALIA Core Rule Engine provides comprehensive capabilities for implementing complex business rules, validations, and automated workflows across your entire Business Central environment, the Advanced Email App focuses specifically on one of the most common and valuable use cases: sending automated email notifications when important business events occur.
Chapter 02 : Creating and Managing Email Templates
Understanding email templates is fundamental to using the Advanced Email App effectively. An email template is a complete definition of an automated email notification, including what the email says, who receives it, when it sends, and what files are attached
Chapter 03 : Email Attachments
Email attachments enhance notifications by providing recipients with documents, reports, or files they need to review, process, or keep for their records. The Advanced Email App supports two fundamentally different types of attachments, each serving distinct purposes and configured in different ways. Understanding when to use each type and how they work ensures you create email notifications that provide recipients with the right information in the right format at the right time
Chapter 04 : Configuring Email Triggers and Rules
Email triggers are the foundation of automated email notifications. A trigger defines when an email should send by specifying which Business Central table to monitor, which field changes to respond to, and what type of data change (insert, modify, or delete) should activate the email notification. Understanding how triggers work and how to configure them correctly is essential to creating email notifications that send at the right moment with the right context.
Chapter 05 : Rule Groups and User Management
Rule groups provide a mechanism for controlling which users in your organization actually trigger email notifications when they make data changes in Business Central. Without rule groups, email notifications send every time any user performs the triggering action—if you configure an order confirmation email to send when orders are created, it sends regardless of who creates the order. Rule groups allow you to refine this behavior so emails only send when specific users or groups of users perform the triggering actions.
Chapter 06 : Template Management, Testing, and Troubleshooting
The Advanced Email App provides XML-based import and export functionality that allows you to transfer email templates between environments, share templates with other organizations, create backups, or deploy standardized templates across multiple Business Central installations.
Try Dynamics 365 Business Central
with QUALIA Technik GmbH
Start your 30‑day trial (extend to 60–90 days when needed) with expert help, sample data, or your own data.
What you get in your free Business Central trial
25 trial users, ready in minutes
We provision a CSP Premium Trial with 25 licenses for 30 days—you’re not billed during the trial, and you can convert at any time.Or choose the public trial path (up to 90 days)
Start a Microsoft “public/viral” trial with your work email, extend once yourself (+30 days) and once via partner (+30 days) for up to 90 days before you subscribe.Guided onboarding—built into the product
You’ll get in‑app tours, teaching tips, and a “Get Started” checklist the moment you sign in, so your team can explore finance, sales, inventory, and more with confidence.Your data or sample data—your choice
Start with a rich demo company or import starter files; you can also enable Premium capabilities for deeper scenarios during the trial.Secure, least‑privilege partner assistance (GDAP)
We help set up and support your trial using granular delegated admin (GDAP)Localized for your market
Trials are provisioned with the languages and regulatory localization for your country/region.
Try Dynamics 365 Business Central
with QUALIA Technik GmbH
Start your 30‑day trial (extend to 60–90 days when needed) with expert help, sample data, or your own data.
What you get in your free Business Central trial
25 trial users, ready in minutes
We provision a CSP Premium Trial with 25 licenses for 30 days—you’re not billed during the trial, and you can convert at any time.Or choose the public trial path (up to 90 days)
Start a Microsoft “public/viral” trial with your work email, extend once yourself (+30 days) and once via partner (+30 days) for up to 90 days before you subscribe.Guided onboarding—built into the product
You’ll get in‑app tours, teaching tips, and a “Get Started” checklist the moment you sign in, so your team can explore finance, sales, inventory, and more with confidence.Your data or sample data—your choice
Start with a rich demo company or import starter files; you can also enable Premium capabilities for deeper scenarios during the trial.Secure, least‑privilege partner assistance (GDAP)
We help set up and support your trial using granular delegated admin (GDAP)Localized for your market
Trials are provisioned with the languages and regulatory localization for your country/region.
Try Dynamics 365 Business Central
with QUALIA Technik GmbH
Start your 30‑day trial (extend to 60–90 days when needed) with expert help, sample data, or your own data.
What you get in your free Business Central trial
25 trial users, ready in minutes
We provision a CSP Premium Trial with 25 licenses for 30 days—you’re not billed during the trial, and you can convert at any time.Or choose the public trial path (up to 90 days)
Start a Microsoft “public/viral” trial with your work email, extend once yourself (+30 days) and once via partner (+30 days) for up to 90 days before you subscribe.Guided onboarding—built into the product
You’ll get in‑app tours, teaching tips, and a “Get Started” checklist the moment you sign in, so your team can explore finance, sales, inventory, and more with confidence.Your data or sample data—your choice
Start with a rich demo company or import starter files; you can also enable Premium capabilities for deeper scenarios during the trial.Secure, least‑privilege partner assistance (GDAP)
We help set up and support your trial using granular delegated admin (GDAP)Localized for your market
Trials are provisioned with the languages and regulatory localization for your country/region.
Try Dynamics 365 Business Central
with QUALIA Technik GmbH
Start your 30‑day trial (extend to 60–90 days when needed) with expert help, sample data, or your own data.
What you get in your free Business Central trial
25 trial users, ready in minutes
We provision a CSP Premium Trial with 25 licenses for 30 days—you’re not billed during the trial, and you can convert at any time.Or choose the public trial path (up to 90 days)
Start a Microsoft “public/viral” trial with your work email, extend once yourself (+30 days) and once via partner (+30 days) for up to 90 days before you subscribe.Guided onboarding—built into the product
You’ll get in‑app tours, teaching tips, and a “Get Started” checklist the moment you sign in, so your team can explore finance, sales, inventory, and more with confidence.Your data or sample data—your choice
Start with a rich demo company or import starter files; you can also enable Premium capabilities for deeper scenarios during the trial.Secure, least‑privilege partner assistance (GDAP)
We help set up and support your trial using granular delegated admin (GDAP)Localized for your market
Trials are provisioned with the languages and regulatory localization for your country/region.
Try Dynamics 365 Business Central
with QUALIA Technik GmbH
Start your 30‑day trial (extend to 60–90 days when needed) with expert help, sample data, or your own data.
What you get in your free Business Central trial
25 trial users, ready in minutes
We provision a CSP Premium Trial with 25 licenses for 30 days—you’re not billed during the trial, and you can convert at any time.Or choose the public trial path (up to 90 days)
Start a Microsoft “public/viral” trial with your work email, extend once yourself (+30 days) and once via partner (+30 days) for up to 90 days before you subscribe.Guided onboarding—built into the product
You’ll get in‑app tours, teaching tips, and a “Get Started” checklist the moment you sign in, so your team can explore finance, sales, inventory, and more with confidence.Your data or sample data—your choice
Start with a rich demo company or import starter files; you can also enable Premium capabilities for deeper scenarios during the trial.Secure, least‑privilege partner assistance (GDAP)
We help set up and support your trial using granular delegated admin (GDAP)Localized for your market
Trials are provisioned with the languages and regulatory localization for your country/region.
© 2024 Qualia. All rights reserved
QUALIA Technik GmbH
info@qualiatechnik.de
17, Heinrich-Erpenbach-Str. 50999 Köln
© 2024 Qualia. All rights reserved
QUALIA Technik GmbH
info@qualiatechnik.de
17, Heinrich-Erpenbach-Str. 50999 Köln
© 2024 Qualia. All rights reserved
QUALIA Technik GmbH
info@qualiatechnik.de
17, Heinrich-Erpenbach-Str. 50999 Köln
© 2024 Qualia. All rights reserved
QUALIA Technik GmbH
info@qualiatechnik.de
17, Heinrich-Erpenbach-Str. 50999 Köln
© 2024 Qualia. All rights reserved
QUALIA Technik GmbH
info@qualiatechnik.de
17, Heinrich-Erpenbach-Str. 50999 Köln