Adding default attachments per report

Default attachments are a great way to save time when adding files to your emails. If you use the same attachment in every email, just add it as a default and it will be automatically attached to every email.

Start by opening the report selection of the report you want, in this example we will use Sales and Invoices. If you are not sure where to find the report selector, you can always use the Dynamics 365 Business Central search feature.

As you can see in the screenshot above, there is also a new Attachments field in this window. The process of adding new default attachments works like adding attachments to your regular mail. Start by clicking on the 0 to open the attachment dialog and add your files via “New” and “Add attachment”.

Setting a up attachments for a certain date

After adding the file(s), you may have noticed the “From Date” and “To Date” fields. These two fields allow you to set a default attachment for a specific time period only. This can be used, for example, to add an advertisement to your mails that is only valid for a certain period of time. Before setting the date, you must first click on “Edit list” in the menu, otherwise the date fields cannot be edited

The date set for the installation does not use the system date to determine the day, but the working date of your Business Central environment.

Once the attachments are set, a mail can be sent as usual, instructions on how to do this can be found in “Working with Mail Attachment Plus” under Report Default Attachments