Dynamics-Emails-Help - SAN Business Solutions

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Dynamic Emails – Help & User Guide

Getting Started

After installing the extension:

1. Open Dynamic Email Setup from the Business Central search (Tell Me).

2. Enable the required business scenarios.

3. Open Dynamic Email Topics.

4. Create or review available topics.

5. Create email templates.

6. Generate merge fields.

7. Preview generated emails before use.

The extension works directly with standard Business Central data and email functionality.

Main Features

• Dynamic Email Templates

• Topic-Driven Email Scenarios

• Generated Merge Fields

• Repeatable Document Line Sections

• Email Preview and Testing

• Attachment Management

• Dynamic Subject Lines

• Sales, Purchase, Service, Customer, Vendor, and Contact Support

• Cloud and On-Premises Support

Demo Workbench

The Demo Workbench is the recommended starting point for evaluating the application.

The Dynamic Emails Demo Workbench provides a guided process for:

• Creating Topics
• Creating Templates
• Generating Merge Fields
• Managing Attachments
• Previewing Merged Emails
• Testing Email Scenarios

Supported Business Scenarios

Sales • Quotes • Orders • Invoices • Credit Memos • Return Orders • Blanket Orders	Purchase • Quotes • Orders • Invoices • Credit Memos • Return Orders • Blanket Orders
Service • Quotes • Orders • Invoices • Credit Memos	Master Data • Customers • Vendors • Contacts

Supported Languages

• English
• Dutch
• German
• French
• Spanish

Additional languages can be supported through standard Business Central localization.