In Business Central, you can establish a default Cc and Bcc email addresses when it comes to sending emails from sales records. This will be a very short post showing you how. Make sure to read our recent blog on email setup in Business Central if you’re unfamiliar with how it works.
Accessing the setup page
To access the page where you can establish the Cc and Bcc email addresses, use the URL: https://businesscentral.dynamics.com/?&page=2128
By pressing enter, you’ll be taken to a page which you can’t access in the traditional sense. By that, I mean navigating there by the search bar or through the ‘explore all roles’ action.
When you reach the page, you can add email addresses to both the CC and BCC List:
You can add multiple email addresses in each section. The system will default each on every email you create from posted sales invoices.
Besides exporting the records to Excel, there’s very little you can do on this screen besides adding accounts.
Cc and Bcc on an email
To demonstrate this functionality, I am going to go to the Posted Sales Invoices page. Here, I click on a record, press ‘Print’ and ‘Send by Email’. This loads up the email which I can amend prior to sending. What we are interested in are the Cc and Bcc values, which have defaulted in automatically. See below:
When it comes to sending emails from Posted Sales Invoices, this enables you to quickly address other correspondents. Unfortunately you can’t vary who it is that’s being Cc’d, depending on the Customer No. This leads me to believe this functionality is for internal use. To explain, you might want another email address in the business to receive all outbound sales correspondence. This could be for auditing or general transparency.
Closing remarks
As always, thanks very much for reading. A very short post today but hopefully that comes in handy for you. To keep up to date with when we post, make sure to follow us on LinkedIn.