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Business Central Hacks- Reviewing Sent Emails from Business Central

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#documentation

#emails

#permissions

#troubleshooting

Dynamics 365 Business Central

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Sep 26, 2022

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  • The article discusses a customer support case where the IT team faced difficulty in reviewing emails sent from within Business Central for individual and service account users.
  • Dynamics 365 sends emails via the associated Outlook account or the account set up in email scenarios, and these emails can be viewed from the sent mailbox of either account.
  • However, IT may not always have access to these accounts, so they need an easy way to track and review all sent emails.
  • The article provides steps to grant permissions to view all sent emails in Business Central.
  • Admin users or users with appropriate permissions can search for "Email User Policies" inside Business Central and add the user who needs to view the emails and their policy.
  • The article explains the different policy options available, including "View own emails," "View all emails," "View if access to all related records," and "View if access to any related records."
  • The article also mentions the availability of the "Sent Emails" window in Business Central, where users can navigate to view sent emails and perform actions like resending and editing emails.
  • The article concludes by inviting IT users to provide feedback on other email or system views they may need.

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