Email Automation for Business Central

Automate business emails in Microsoft Dynamics 365 Business Central—without writing code. Send personalized, data-driven emails for any process: approvals, notifications, reminders, and more.

All-in-one solution: Includes the complete Business Rules engine (all 10 action types) built-in—no need to buy Business Rules separately—PLUS advanced email automation, templates, and tracking.

Pricing: $10/user/month – Only users who work with email automation need licenses

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✓ Verified Microsoft AppSource Publisher | ✓ Compatible with BC v14-v25 | ✓ 30-Day Money-Back Guarantee

Key Benefits

• Automate any business email—approvals, notifications, reminders, alerts
• Personalize emails with BC data—customer, vendor, document fields
• Built-in Business Rules engine—10 action types for validation and automation
• Email templates—design once, reuse everywhere
• Real-time delivery tracking and audit trail
• No coding required—business analysts can configure
• Works with all BC tables (standard, ISV, custom)

The Email Automation Challenge

Business Central is great at managing data and transactions. But what about the emails that keep your business running?

Approvals, reminders, notifications, and alerts are often handled manually—copying and pasting information, sending emails from Outlook, and tracking responses in spreadsheets. This leads to missed communications, delays, and lack of audit trails.

You need automated, data-driven email workflows—without complex IT projects or coding.

The Solution: Automated, Personalized Email Workflows

0-Code Email Automation brings powerful, no-code email automation to Business Central. Trigger emails from any BC table or event, personalize content with live BC data, and track delivery—all from within Business Central.

• Configure email templates visually—insert BC fields, tables, and dynamic content • Trigger emails on any event: approvals, status changes, overdue tasks, new records • Personalize subject, body, recipients, and attachments for each scenario • Track delivery, opens, and responses for full auditability

How Business Central Email Automation Works

1. Define Email Template

Create reusable email templates with dynamic fields. Insert customer, vendor, document, or transaction data directly into subject and body. Save time and ensure consistency.

2. Set Triggers & Conditions

Choose when emails should be sent: record creation, status change, field update, approval, or any custom event. Add conditions to control who receives which emails and when.

3. Personalize Content

Use BC data to personalize every email. Greet recipients by name, include order details, attach relevant documents, and more.

4. Automate Delivery & Tracking

Emails are sent automatically when trigger conditions are met. Track delivery status, opens, and responses in real time. Maintain a complete audit trail for compliance.

Real-World Email Automation Scenarios

Scenario 1: Approval Notification

Trigger: Purchase requisition submitted for approval

Automated Email: Notify approver with requisition details, approval link, and deadline

Tracking: See when email is delivered and opened; follow up automatically if no response

Scenario 2: Overdue Task Reminder

Trigger: Task not completed by due date

Automated Email: Remind assigned user and escalate to manager if overdue by 2+ days

Tracking: Audit trail of reminders sent and responses received

Scenario 3: Customer Communication

Trigger: Sales order shipped

Automated Email: Send customer shipping confirmation with tracking number and invoice attached

Tracking: Confirm delivery and customer receipt

Scenario 4: Compliance Alert

Trigger: Document missing required field or approval

Automated Email: Alert responsible user to complete missing information

Tracking: Escalate if not resolved within defined timeframe

Works Everywhere: Universal BC Compatibility

Not just standard tables. Create email workflows for any Business Central table or extension.

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 everywhere.

Seamless Business Central Integration

Email Automation integrates natively with Business Central—no external systems, no middleware, no separate logins.

• Native BC extension—installs from AppSource in minutes • Uses live BC data—no duplication or sync issues • Honors BC security and permissions • Built-in Business Rules engine for validation and automation • Compatible with all BC deployments (Online, on-premises, hybrid)

Getting Started: From Installation to First Email Workflow

Step 1: Install from AppSource

Find "0-Code Email Automation" in Microsoft AppSource. Click "Get it now" and complete installation wizard.

Step 2: Create Email Template

Design your first email template—insert dynamic BC fields, set subject, body, and attachments.

Step 3: Set Triggers & Conditions

Choose when emails should be sent and to whom. Add conditions for personalized delivery.

Step 4: Test and Activate

Test your workflow with sample data. Activate when ready—emails will be sent automatically based on your configuration.

Why Choose 0-Code Email Automation

Simpler Than Custom Email Solutions

Business analysts configure email workflows—no IT or development required.

No need for custom code, Power Automate flows, or external email services. Everything runs within Business Central, using familiar tables and fields.

Visual Tracking & Auditability

See every email's status in real time. Track delivery, opens, and responses. Maintain a complete audit trail for compliance and quality assurance.

Comprehensive Personalization

Personalize every email with live BC data. Greet recipients by name, include transaction details, attach documents, and more.

Built-In Validation & Automation

Includes full Business Rules engine for validation and automation. Ensure emails are only sent when data is complete and accurate.

Dedicated BC Expertise

The 0-Code support team knows Business Central and email automation best practices. Regular updates ensure compatibility with the latest BC versions.

Value That Scales

Start with one workflow, expand to dozens. Pricing scales with usage. ROI realized quickly through reduced manual effort and improved communication.

Stop Manual Emailing, Start Automation

Stop copying and pasting, chasing responses, and tracking emails in spreadsheets. Automate business email workflows in Business Central—personalized, data-driven, and fully auditable.

Join hundreds of BC users who've improved communication and efficiency with 0-Code Email Automation.

Start Free Trial

30 days. Full features. No credit card. $10/user/month after trial.

Install from AppSource →

Schedule a Live Demo

See Business Central email automation in action. 30-minute personalized demo showing your specific process automation scenarios.

Request Demo →

Questions?

Talk to our Business Central automation specialists. We'll help you identify email automation opportunities and estimate efficiency improvements.

Business Rules • Advanced Work Flow • Email Automation • Power Automate Connector

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