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Posted on March 23, 2023March 23, 2023

Provide emails in Business Central with default attachments

Business Central email attachments

Many companies use templates for emails sent from Business Central, for example to add footers or disclaimers by default. Now it is also possible to add default attachments to messages for specific scenarios.

With the latest released version of Dynamics 365 Business Central, it is now also possible to add additional attachments (e.g. terms and conditions for sales scenarios) to each customer email sent.

For this purpose, on the “Email Scenario Assignment” page, the action “Set Scenario Attachments” can be used to define corresponding attachments for specific email scenarios.

Business Central email attachments
New action “Set Scenario Attachments” on the “Email Scenario Assignment” page (Source: Microsoft)

On the “Email Scenario Attachments” page, several files can also be selected as default attachments at the same time by selecting the “Add File” action.

Business Central email attachments
“Email Scenario Attachments” page with “Add File” action and “Attach by Default” column (Source: Microsoft)

Finally, if an email is sent for a scenario for which default attachments were previously defined, they are then automatically inserted into the corresponding email draft. So, for example, if a standard attachment containing the general terms and conditions has been defined for an email scenario for sales quotes, it will be automatically attached to every message in this scenario by activating the “Attach by Default” toggle.

Business Central email attachments
Email Editor page with default attachment automatically inserted into the email draft and “Add Files from Default Selection” action (Source: Microsoft)

In order to vary the use of default attachments in email scenarios, the action “Add Files from Default Selection” can be used. The action helps to specify whether the defined attachments should always be sent or only under certain conditions. It can be used to select from additional default attachments listed on the “Additional Attachments from Scenario ” page.

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Posted on March 17, 2023March 17, 2023

Qlik Sense Cloud: New design optimizations for visualizations

BI provider Qlik is always looking to offer the most comprehensive and modern design options for visualizations in Qlik Sense. For this purpose, the possibilities are regularly improved and equipped with new functionalities. In this context, some ...
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Posted on March 3, 2023March 3, 2023

Business Central: Optimized posting of item charges

A new field has been added in the latest Business Central release to provide more flexibility in how and when costs are registered in purchasing processes. For the most accurate tracking and valuation of costs, any additional costs incurred in the...
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Posted on February 24, 2023February 24, 2023

Qlik Sense February 2023 – What’s New?

BI provider Qlik has released the new version for Qlik Sense on Windows. Qlik Sense February 2023 again includes innovations in the areas of Augmented Analytics, visualization and connectivity in particular. The February release is the first clien...
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Posted on February 10, 2023February 10, 2023

Business Central 2022 Wave 2: Improved search of document lines

For more productivity in specific analyses in Dynamics 365 Business Central, the search and saving of pages with document lines has been optimized with the latest release. For specific analyses in Business Central, users often refer to various pag...
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Posted on February 2, 2023February 2, 2023

Prepare for crises: Important BI and Data Trends for 2023

We live in challenging times, with conflicts affecting almost all areas of society and economy. The impact of these crises on the Business Intelligence world is also reflected in the BI and data trends for 2023. We take a look at some of the most ...
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Posted on January 27, 2023January 27, 2023

Business Central: Minor improvements in service management

In an ERP system, sometimes not only physical items are processed, but also “non-inventory items” such as services. For their optimized management, the latest Business Central version has provided some minor but helpful innovations. Fo...
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Posted on January 20, 2023January 20, 2023

Qlik Sense Cloud: New features and optimizations for charts and worksheets

For the most comprehensive analyses and visually appealing visualizations possible, Qlik is continuously expanding and optimizing the design options in Qlik Sense charts. In recent weeks, the cloud version of Qlik Sense has therefore once again im...
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Posted on January 12, 2023January 12, 2023

Business Central 2022 Wave 2: Optimized Shopify Connection

In order to optimize the shopping experience and the sales processes behind it, Microsoft Dynamics 365 Business Central has offered a Shopify connector since spring 2022. This has been extended by several functions with the most recently released ...
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Posted on December 21, 2022December 19, 2022

Relaxing holidays and a healthy new year 2023

The year 2022 is already ending. The prisma group team wishes you a happy holiday season and says goodbye to a short Christmas break. The end of the year is an exciting time – reviewing the past and looking forward with curiosity to what is to com...
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