June 7, 2023

#041 BC SMTP EMAIL: SETUP AND EMAIL SCENARIOS

BC SMTP EMAIL, D365BC, Email Accounts, Email Scenarios

In the newer versions of Business Central, the process of sending emails through SMTP differs from the one that was available in NAV due to the disappearance of codeunit 400 “SMTP Mail”. Instead, Microsoft provides the codeunits “Email” and “Email Message” and the enum “Email Scenarios”. Next, it will be shown how to code and configure a simple example of sending emails.

Firstly, it is made an extension to the enum “Email Scenario” in which are added all the scenarios intended. It should be taken into consideration that one must have as many scenarios as combinations of recipient/subject/body (although it is advised to have as many as combinations of recipient/subject/body/attachment).

Firstly, it is made an extension to the enum “Email Scenario”

Secondly, it is created the email sending process itself by instantiating the “Email Message” codeunit, by calling the Create procedure with the Recipient, Subject, Body and HtmlFormatted parameters respectively. Then, this email is sent by the “Email” codeunit in a chosen scenario.

Secondly, it is created the email sending process itself by instantiating the “Email Message” codeunit,

The next step is to set up the accounts from which the emails will be sent. To demonstrate it, two accounts were configured in the “Email Accounts” page. The steps are as follows:

Click the action “Add an email account”
Start the wizard
Select SMTP Account Type
Fill the credentials and Sender information.

The “Server Url”, “Server Port”, “Authentication”, “User Name” and “Password” are set as they were in NAV. The “Sender Name” and the “Email Address” identify the e-mail from which the e-mails will be sent.

Notice that, although both accounts are configured with the same SMTP credentials (namely the username noreply@arquiconsult.com and respective password) the emails are sent from the email set on the field “Email Address”.

In the “Email Accounts” page, the “Email Scenarios” are then assigned to a certain account by selecting “Email Scenarios” on the Navigate bar and then choosing “Assign Email Scenarios”. Take into consideration that a certain scenario can only be assigned to one “Email Account”.

As a result, in this simple example, the Vendors would receive an email from info@arquiconsult.com stating that their ‘Phone No.’ was missing.