Business Functionality

Overview

Ready to learn more about Email720 and how to use it? Check out some of our resources, which include detailed documentation on documents and templates as well as many useful setup and user guides.

To	See
Get familiar with General basic features and functionality	Basic functionality
Get started with setup and configuration	Setup and configuration
How to setup your customers to use Email720 and receive documents from different email accounts	Email setup
Learn how easy it is to send a sales invoice with Email720	Send a document
Create your own email templates or change content in with specific parameters	Email templates

General basic functionality

With Email720 you can easily send sales document attatched in email templates from Business Central.

Usage

It is very easy to get advantage of the process comming with Email720.

1. Add Email720 as Document Sending Profile

To activite the usage of Email720 you should add it as the Default Document Sending Profile or assign it to your customers individually.

2. Create a sales document

You need to add a Email address on the Customer as well. It is the Sell-to Email that is used for sending the sales document.

3. Post and Send the sales document

When the document is fullfilled it is ready to be posted and send - use the action "Post and Send" and press Yes to confirm usages of the Electonic Document sending profile that is delivered by Email720.

4. Follow the sending process from the Rolecenter

From the Rolecenter you will be able to follow the sending process.

Ready: Before the documents is process from the Queue. In this state it is possible to edit the email content and make changes before it will be send.

Pending: The sales document is process from the Queue and should be send to the customer

Success: The sales document is delivered with success

Error: The document could not be delivered correct. Email720 is logging the sending process and the error could be investigated directly in Business Central