Interacting with business partners in Dynamics 365 Business Central
In this feature overview video series, we highlight new capabilities included in the latest update to Dynamics 365 Business Central. Within Business Central, the user can communicate via emails with the relevant business parties and generate these mails in a structured and professional way using Word templates to combine the Word text with information from Business Central. The Send Email action is now available on the Business Central entities that have an email address, such as customers, contacts, vendors, salesperson/purchasers, employee, users, and bank accounts pages. You can now compose and send emails from any page that displays the entity. When you do, Business Central keeps the link between the entity to which the email is sent and the email itself, giving you a record of the emails that were sent to each entity.
When you compose an email for an entity—for example, on the Vendor Card page—you can use Word templates to apply standard and personalized content to the business communication, without having to re-enter the content. The Word template will create the content of the email, and can personalize it by using the mail merge features in Word to add data from the entity in Business Central. Additionally, you can attach the finished document to the email. Attaching the document provides additional flexibility, because the auto-generated content from the template speeds up the process of creating the email, while allowing you to manually personalize the content of the message. Get the most out of Dynamics 365 Release plan
View all capabilities included in this release: https://aka.ms/Plan/2021RW2/BusinessCentral Product updates
Stay up to date on latest product updates: https://aka.ms/Updates/BusinessCentral Release calendar
Know important release milestones: https://aka.ms/Updates/Calendar/BusinessCentral Licensing
Improve your understanding of how to license Dynamics 365: https://aka.ms/Licensing/BusinessCentral Product documentation
Find documentation for Dynamics 365: https://aka.ms/Documentation/BusinessCentral User community
Engage with Dynamics 365 experts and peers in the community: https://aka.ms/Community/BusinessCentral Upcoming events
Find and register for in person and online events: https://aka.ms/Events/BusinessCentral Product trials
Get started with Dynamics 365: https://aka.ms/Trials/BusinessCentral Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Content Library: https://explore.dynamics.com/h/ Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en #Microsoft #MSFTDyn365 https://www.youtube.com/watch?v=FXqSfLJ0EfA