Set Up Email Manually or Using the Assisted Setup

To send and receive emails from within Business Central, you must fill in the fields on the SMTP Mail Setup page.

Note

Instead of entering the SMTP server details, you can use a function to enter them with information from your Office 365 subscription.

You can either set email up manually or you can get help by using the Email Setup assisted setup guide. For more information, see Getting Ready for Doing Business.

To set up email

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter SMTP Email Setup, and then choose the related link.
  2. Fill in the fields as necessary. Hover over a field to read a short description.
  3. Alternatively, choose the Apply Office 365 Server Settings action to insert any information that is already defined for your Office 365 subscription.
  4. When all the fields are correctly filled in, choose the Test Email Setup action.
  5. When the test succeeds, close the page.

Using a Substitute Sender Address on Outbound Email Messages

All outgoing email messages from Business Central will use the default address for the account that you specified on the SMTP Email Setup page, as described above. You can, however, use the Send As or Send on Behalf capabilities on your Exchange server to change the sender address on outbound messages. Business Central will use the default account to authenticate to Exchange, but will either substitute the sender address with the one you specify, or amend it with "on behalf of."

The following are examples of how Send As and Send on Behalf are used in Business Central.:

  • When you send documents such as purchase or sales orders to vendors and customers, you might want them to appear to come from a _noreply@yourcompanyname.com_ address.
  • When your workflow sends an approval request by email using the email address of the requestor.

Note

You can only use one account to substitute sender addresses. That is, you cannot have one substitute address for purchasing processes, and another for sales processes.

To set up the substitute sender address for all outbound email messages

  1. In the Exchange admin center for your Office 365 account, find the mailbox to use as the substitute address, and then copy or make a note of the address. If you need a new address, go to your Microsoft 365 admin center to create a new user and set up their mailbox.
  2. In Business Central choose the Lightbulb that opens the Tell Me feature icon, enter SMTP Email Setup, and then choose the related link.
  3. In the Send As field, enter the substitute address.
  4. Copy or make a note of the address in the User ID field.
  5. In the Exchange admin center, find the mailbox to use as the substitute address, and then enter the address from the User ID field in the Send As field. For more information, see Manage permissions for recipients.

To use the substitute address in approval workflows

  1. In Business Central choose the Lightbulb that opens the Tell Me feature icon, enter SMTP Email Setup, and then choose the related link.
  2. Copy or make a note of the address in the User ID field.
  3. Choose the Lightbulb that opens the Tell Me feature icon, enter Approval User Setup, and then choose the related link.
  4. In the Exchange admin center, find the mailboxes for each user listed in the Approval User Setup page, and in the Send As field enter the address from the User ID field of the SMTP Email Setup page in Business Central. For more information, see Manage permissions for recipients.
  5. In Business Central choose the Lightbulb that opens the Tell Me feature icon, enter SMTP Email Setup, and then choose the related link.
  6. To enable substitution, turn on the Allow Sender Substitution toggle.

Note

Business Central will determine which address to display in the following order:

1. The address specified in the E-Mail field on the Approval User Setup page for messages in a workflow.
2. The address specified in the Send As field in the SMTP Email Setup page.
3. The address specified in the User ID field in the SMTP Email Setup page.

See Also

Working with Business Central
Setting Up Business Central
Send Documents by Email
Customizing Business Central Using Extensions
Using Business Central as Your Business Inbox in Outlook
Getting Business Central on My Mobile Device