Sent Email History Made Easy: Tips for Business Central


   Clients often ask how to view all sent emails from within Business Central. Dynamics 365 sends emails through the associated Outlook account, or the account set up in email scenarios, and these emails can be accessed in the sent mailbox of either account. However, clients may not always have access to these accounts to troubleshoot email issues or verify whether an email was sent. Fortunately, this can be resolved in Business Central with a few easy steps.

To solve this problem, here are the steps to follow to grant permissions to view all sent emails in Business Central:

  1.   As an admin user, or by being granted permission to the table, search for "Email User Policies" inside Business Central. 

  2.  Add the user who needs to view the emails and their policy by selecting "new" and a user from the available options.   Here are the options available: 
  • View own emails: The user can view only their own email messages.
  • View all emails: The user can view all email messages, including emails sent by other users.  
  • View if access to all related records: A user can view email messages sent by other users if they have access to the record that was sent and all related records.
  • View if access to any related records: A user can view email messages sent by other users if they have access to at least one related record.                                                                                3.    Navigate to the "Sent Emails" window to view all sent emails.   

           4.     Click on any line in the description field to drill into the invoice. Use the "show source" button to view the source document.               

           5.     If you need to see the earlier sent email, set the date filter to the earlier date as per the screenshot below. If you need to resend an email, use the "Resend" button or select "Edit and Send" to make changes to the email and resend it with the source documents.





Hope you find it helpful.

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