BC Tip #13 - Email Scenario Attachments
- Ben Cole
- Jan 26
- 3 min read
A client needed updated banking information attached to every invoice that sends from Business Central.
Manually attaching the same PDF to each outbound invoice felt inefficient, so I set up an automated solution using Email Scenario Attachments.
The result: a banking PDF is now included automatically with every Sales Invoice that goes out.
Table of Contents
What this solves
Instead of manually attaching the same supplemental file to each invoice, you can configure Business Central to include that file automatically whenever a specific email scenario runs. This saves time, reduces human error, and ensures every customer receives consistent information — for example, new banking details, remittance instructions, or a standard terms and conditions PDF.
Where to find it
The feature lives under Email Scenario Attachments, which works together with Email Scenario Assignments. Attachments are tied to a scenario (like Sales Invoice) so they travel with the email generated by that scenario.
For more information on these topics, check out the following links:
Step-by-step: Adding Email Scenario Attachments
Open Email Scenario Attachments.
Click New → Add File to Scenario.
Select the scenario you want to target (for example, Sales Invoice).
Drag and drop the document you want attached automatically.
Check Attach by Default so the file is included on every run of that scenario.
Confirm Email Scenario Assignments to verify the sending account and behavior.
For more information on setting up email accounts and scenario assignments, check out my blog and video below:
Testing it
Create a sales order, choose Post and Send, and confirm the email generated by Business Central includes:
The individual invoice PDF.
The standard attachment you uploaded (for example, a banking info PDF).
The email preview in Business Central shows all attached documents prior to sending.
Check your mail client (Outlook or similar) to confirm delivery and verify both attachments arrived as expected.
Common uses and ideas
Standard banking information or updated payment instructions.
Terms and conditions on service invoices.
New mailing address updates for Customers or Vendors.
Updated vendor communications alongside vendor remittances.
Quick checklist before enabling
File format and size: Ensure the PDF or file format is appropriate and not too large for typical email sending scenarios.
Attach by Default: Enable this only if the file should always go out with the scenario.
Sender account: Confirm Email Scenario Assignments so the correct “from” address is used.
Test thoroughly: Post & Send a few test invoices to internal addresses before going live.
Frequently Asked Questions
Can I attach multiple files to the same scenario?
Yes. You can add multiple documents to a scenario. Each attachment will be listed in the attachments grid and can be set to attach by default or left optional.
Does this work for scenarios other than Sales Invoice?
Absolutely. This was just an example. Any item in the scenario list can have attachments. Common examples include Customer Statements, Sales Invoices, Sales Quotes, and Vendor Remittances.
What if I only want the attachment sent to specific customers?
If the file should not go to every recipient, do not set Attach by Default. Instead control attachment inclusion with logic or manual selection at send time. For more advanced filtering you may need a customization or workflow depending on your specific requirements.
Will the attachment change automatically if my banking info updates?
The attachment is a file stored in Business Central. If your banking information changes, replace the file in Email Scenario Attachments with the updated version so future sends include the new document.
Final notes
Email Scenario Attachments is a simple but powerful way to standardize outbound communications from Business Central. It reduces repetitive manual work and keeps recipient communications consistent. Give it a test run in your sandbox or to an internal mailbox, confirm sender settings, and then roll it out once you’re comfortable.
If you try this setup, consider testing a few scenarios (statements, remittances) to see where else it can save time.
Ready to optimize your Business Central environment with guidance from a BC expert?
Contact Ben Cole at Ben@BenColeBC.com or (214) 433-0923.
Ben Cole is passionate about making Microsoft Dynamics 365 Business Central work smarter for real people—users and partners alike. With roots in public accounting, Ben’s seen firsthand how automation and clever solutions can transform the Business Central experience. He’s known for breaking down complex topics with a dash of wit and plenty of practical advice. If you want to get more out of Business Central (and maybe even enjoy the process), Ben’s your go-to guide.
(214) 433-0923
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