In this video you will learn how to add an image to an existing business document using Business document management in Microsoft Dynamics 365 Finance and Operations apps. https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-business-document-management #Microsoft ##MSFTdyn365 https://www.youtube.com/watch?v=sxgUPkAVJuc

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

This episode is sponsored by Formpipe. In this podcast, leaders of the team at Formpipe join us to discuss the challenges of viewing and accessing documents across the Microsoft Dynamics applications – and beyond. As organizations push for more automation, more data availability, and better customer experiences, the challenges of document management and visibility continue to grow. Businesses are asking tough questions of IT in a world where user roles blur, as do expectations for interacting with document data, from ERP and CRM interfaces to portals and beyond. As our guests explain, the future of documents is a reflection of the future of business more broadly in terms of data control, user experience, and business outcomes. Show Notes: 2:30 – The most pressing document management challenges for Dynamics customers 5:15 – What it takes to meet users where they are today in terms of systems, security, and past experiences 8:45 – Moving toward the world that uses core systems combined with new front-end interfaces that work in various industries 10:00 – Challenges behind the scenes in document management projects today 12:00 – The importance of properly indexing documents 14:15 – How different are each organization's document management needs today? 16:45 – How do organizations cope with the change management around modernizing document management? 19:00 – How cloud based deployments of document management are different from on-prem systems of the past 22:00 – The future of documents and data For more information on Formpipe or Autoform DM, please visit www.formpipe.com or contact them at sales@formpipe.com https://www.youtube.com/watch?v=44Wb6YAIJnk