Email Scenarios in Business Central: A Setup Guide
The email scenario feature in Business Central controls which account sends each document and auto-attaches files to outgoing emails.
Everyday Business Central tips: filters, personalization, reports, environments and setup.
The email scenario feature in Business Central controls which account sends each document and auto-attaches files to outgoing emails.
Manage contacts in Business Central to track people linked to customers, vendors, and bank accounts with job responsibilities and profiles.
Learn what a sandbox environment is in Business Central, how to identify which environment you are in, and when to use a sandbox.
Use field monitoring in Business Central to get email alerts whenever a sensitive field changes, helping admins track data in real time.
Learn how to use the page inspection tool in Business Central to view hidden fields, system fields, and table data without writing code.
Learn how to use page personalization in Business Central to add fields, show hidden columns, and restore default layouts without coding.
Learn how to use the date filter in Business Central with shortcuts like T and W, date ranges, and formulas to find records faster.
Learn how to use the work date in Business Central to set a default posting date for journal entries and prevent accidental date errors.
Learn how Search in Company Data works in Business Central – search any table field to find records instantly without knowing the exact page
Learn how to create and edit a custom layout in Business Central – copy a Word layout, edit it, import it back, and assign it to a report.
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