In the dynamic business environment, efficient and effective communication is key to success. Dynamics 365 Business Central (BC) offers various emailing capabilities, allowing businesses to optimize their communication processes. However, to further improve this functionality, integrating Business Central with Outlook through the Edit in Outlook (EiO) app provides additional benefits and capabilities. This article explores the standard mail functionality in Business Central, the EIO app’s integration with Outlook, and the types of documents that can be emailed both via standard and EIO app functionalities.
Standard Mail Functionality in Business Central
Business Central’s standard mail functionality enables users to send documents such as invoices, sales, and purchase orders, directly from the platform. This feature supports sending documents as PDFs or electronic documents. Additionally, Business Central allows for the creation of custom email templates that reflect the company’s branding and style, ensuring professionalism in communications.
E-mailing with the Edit in Outlook App
The EiO app improves the emailing possibilities of Business Central by integrating with Outlook. It allows users to send orders, invoices, sales and purchase quotes, and warehouse shipments right from Business Central while using Outlook. The EIO app utilizes the email templates from Business Central, providing a personalized communication experience. After sending an email, it is stored in the user’s personal outbox in Outlook as well, ensuring that sent emails are easily accessible.
Documents That Can Be Emailed
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Via Standard Functionality: Business Central supports the direct emailing of almost all document types as attachments from the document window. This includes sales and purchase documents, invoices, and shipments, which can be sent as PDFs or electronic documents.
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Via the EIO App: The EIO app extends the emailing capabilities of Business Central, allowing users to send a wider range of documents directly from Business Central to Outlook. This includes sales and purchase quotes, orders, invoices, and warehouse shipments, providing a comprehensive solution for document communication. Unlike with standard functionality, Edit in Outlook also enables users to change the content of the emails, making it more personalized. So they can add more attachments, text or even a personal signature for example.
In conclusion, integrating Dynamics 365 Business Central with Outlook through the EIO app improves email communication capabilities, offering a more personalized and efficient way to communicate with customers, partners, and employees. By using the key features and benefits of this integration, businesses can arrange their communication processes, refine efficiency, and drive their business forward.
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