Guidance on how to setup users to use Astral Send

This additional setup is ONLY required when installing the Astral Send extension in a sandbox environment.

These are the steps to setup the Astral Send extension in Microsoft Dynamics 365 Business Central.

Once you have done the Astral Send Setup, the email setup needs to be configured for Astral Send.

Each Report Setup relates to a specific report in Business Central. The Report Setup is where you define the type of report that is to be sent, which email address to be used to send it (Vendor, Customer or Contact), and also the subject and email message to send.

Even though all report types have already been setup by running the Quick Setup Wizard in Astral Send Setup, you can create a new Astral Send Report Setup.

On the Astral Send Report Setup Config Card in the Message Text and Message Setup FastTabs, you can set the text that is sent in the body of the email and in the subject of the email.

By default, Astral Send uses the email address configured on the Customer, Vendor or Contact cards. However, it is possible to configure additional or alternative addresses using Astral Send.

By default, Astral Send uses the email address configured on the Customer, Vendor or Contact cards. However, it is possible to configure additional or alternative addresses using Astral Send.

By default, Astral Send uses the email address configured on the Customer, Vendor or Contact cards. However, it is possible to configure additional or alternative addresses using Astral Send.

There are three options for sending documents using Astral Send.

There are three options for sending documents using Astral Send.

To schedule documents, you must first set up a background task to send out the emails.

You can schedule an individual document to be send in the future.

You can schedule an individual document to be sent in the future.

How to view the Astral Send scheduled list.

The Astral Send Log is the log of all documents sent using Astral Send.

If you require access to the sent documents via the Astral Send Log, you need to configure this on the “Astral Send Report Config” card for each report type.

This scenario outlines all the Astral Send Advanced Features that can be accessed on the Astral Send Report Config Card for each report.

When sending a document which requires options to be entered before the report is run, the standard Report Options page will need to open before the document(s) can be created and sent. The option to do this must be set on the Astral Send Report Config Card.

When sending documents in a batch, you can group documents on a single email. You will need to set this option on the Astral Send Report Config Card.

To send reports from different email addresses, some configuration needs to be done on the Astral Send Report Config Cards.

The “Internal CC Email Address” is the one to be used when sending cc emails inside your organisation.

The “External CC Email Address” is the one to be used when sending cc emails outside your organisation.

The “BCC Email Address” is the one to be used when sending bcc emails.

Adding an HTML Email footer for a particular report.

Add an HTML footer for outgoing emails.

How to attach additional files to emails of a particular report.

How to attach an additional file for all outgoing emails.

Instruction on how to update the Astral Reports extension and how to check your current version.

When you have finished testing the extension in the sandbox and are ready to purchase.

What to do when your trial period has finished and you would like to purchase an extension.