Set up export/import customer item catalog via email

To send the Customer Item Catalog via email, the following configuration steps must be performed.

Set up email accounts

To send and receive emails within Dynamics 365 Business Central, you can set up the required settings on the Email Accounts page.

1. Select the Search icon , enter Email Accounts, and then choose the related link.
   The Email Accounts list page opens.
2. To create a new sender account:
   1. On the action bar, select New > Add an email account.
      Alternatively, select the Search icon , enter Set Up Email, and then choose the related link.
      The Set Up Email page opens.
   2. Click Next.
   3. Navigate to the desired line from the list to specify the type of email account that must be added.
   4. Click Next.
   5. Fill in the required fields.
   6. Click Next.
      The new sender account is created.
3. To send email from an existing list:

   1. Navigate to the Email Accounts page.

   2. On the action bar, select Navigate > Email Scenarios.
      The Email Scenario Assignment page opens. It displays the list of email IDs configured to the Email Accounts.

   3. Navigate and select the desired record.

   4. On the action bar, select Assign Scenarios.
      It displays all the Email Scenarios associated with Email Accounts.

   5. Select Customer Item Catalog.

   6. Click OK.
      It assigns the selected email ID to the Customer Item Catalog.

      Note

      Only one Email ID can be assigned to one scenario.

   All the Email sent from Customer Item Catalog is sent from the assigned Email ID only.

Set up outgoing email through assisted setup

When you are setting up email configuration for the first time, you have to follow the below steps:

1. Select the Search icon , enter Assisted Setup, and then choose the related link.
   The Assisted Setup page opens.
2. Select Setup outgoing email from the list.
   The Email Accounts list page opens.

Follow the instructions provided in the Set up email accounts from step 2.

Set up email address for a customer

To send an email to a customer with the attached file containing Customer Item Catalog, you must fill in the fields on the customer card page.

1. Navigate to the desired Customer Card page.
2. On the Address & Contact FastTab, in the Email field, enter the customer’s email address.

Set up email subject and body text for a customer

You can specify the subject and body text when sending an email to the customer with the Customer Item Catalog attached.

1. Navigate to the desired Customer Card page.
2. On the action bar, select Related > Customer > Email Text Item Catalog.
3. In the Email Text Code field, select the drop-down.
4. Select + New.
   The Email Text Customer Item Catalog page opens.
5. In the Code field, enter a code to identify the textual content of the email that contains the customer item catalog and that is sent to the customer.
6. In the Description field, enter the information.
7. In the Subject Description field, enter the details.
8. In the Body Description field, enter the description.
9. Select OK.
   If the email text customer item catalog is not set up, a notification, Email Text Customer Item Catalog isn’t set up, will appear. Since the email text is not mandatory, the notification can be disabled.