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Dynamics 365 Business Central: Automatically add default attachments in email sent (Email Editor) – Customization

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#attachments

#customization

#default

#email

Dynamics 365 Business Central

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Dec 25, 2024

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AI Summary

  • The article discusses the possibility of automatically adding attachments to emails in Business Central when sending posted sales invoices.
  • Manual attachment addition in the Email Editor page is explained, including choosing from source documents, adding new documents, or default selections.
  • Automation is deemed necessary for handling large document volumes, which can be achieved through customization.
  • The investigation process involving specific tables and codeunits is outlined, leading up to a solution at the end of the article.
  • A codeunit example for handling email attachments is provided, showcasing the use of event subscribers and relevant procedures.
  • A test video is mentioned, encouraging readers to try out the demonstrated email attachment automation.
  • The source code for reference on GitHub is shared, with a note that it can be improved as per individual requirements.
  • A PS section references another article on adding a user signature when sending mail from Business Central, providing additional information for readers.

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