Set Up Dynamic Ship Email

Set Up Dynamic Ship Email

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Dynamic Ship can use Business Central Enhanced Email to send the tracking information for a shipment starting in Business Central 20 and higher.

  1. Navigate to Email Accounts in Business Central.
  2. Fill in the email server settings using either O365 or SMTP (see Microsoft’s Set Up Email page).
  3. Select Send Test Email to verify the account is set up correctly.
  4. Search for Dynamic Ship Setup and choose your preferences for the tracking email.
  5. Set the email trigger for during the Get Label process or after posting the document (After Post trigger only works from within Dynamic Ship).
  6. Define a minimum of one email template to use.
  7. Choose where the email is retrieved from in relation to the order (e.g., which field on the Sales Order to use to look up the Customer).
  8. Search for Dynamic Ship E-mail Template List to edit an email template.
  9. See the stock template named EXAMPLE to see how to format an email template with HTML content and attachments.
  10. Click Parameter Help to see what variable text can be added to the email.
  11. Click the Send Test Email button to verify that the template is setup correctly.
  12. Search for Dynamic Ship Customer Options to set individual customers to use an alternate email address or template. Modify the following email related fields:
    • Customer No.
    • Ship-To Code
    • Shipping Agent Code (optional)
    • Service (optional)
    • E-Mail Template Code (optional)
    • Customer E-mail Source (optional)
    • Manual E-mail (optional)

SMTP Setup for Prior Versions

When using Dynamic Ship on Business Central 19 or lower, SMTP is used to email the tracking information for a shipment.

  1. Search for SMTP Mail Setup to fill in email server settings or select Apply Office 365 Server Settings (if available).
  1. Click the Test Email Setup button.
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  1. Gina Kupec
    Gina Kupec March 21, 2024 at 1:31 pm

    Can the clients Business Central invoice be attached to the tracking email that is sent by Dynamic Ship when the package is processed by Dynamic Ship?

    • Terri Vaive March 22, 2024 at 11:58 am

      Hello Gina,
      Yes, an invoice can be attached to the Tracking Email sent by Dynamic Ship, provided the steps in the Knowledge Base article have been followed to set up Dynamic Ship Email. Once that has been completed, a Dynamic Ship Email Template Card can be built, with the Email Template Report Selection chosen, depending on which report you will be using for the Invoice attachment.

  2. Elizabeth Kim
    Elizabeth Kim January 30, 2024 at 10:17 am

    I have a discount% to show up in my invoices but when I go through DSHIP email,, it doesn’t show that column (as if the discount option is turned off). I was wondering where the default option (to show my discount) can be updated since I am having trouble finding the place for it.

  3. Calvin Quigley
    Calvin Quigley April 23, 2022 at 12:04 pm

    Any timeline on the availability of BC Enhanced email capabilities?

    • Travis Plett
      Travis Plett July 18, 2022 at 2:54 pm

      The documentation has been update for Enhanced Email now that it is built into Business Central 20.

  4. Drew Kipfer
    Drew Kipfer May 19, 2021 at 7:22 am

    Will this feature be migrated to the new BC e-mail capabilities in an upcoming release?

    • Brian Neufeld May 25, 2021 at 7:24 am

      Drew, this feature is part of the Dynamic Ship development roadmap and will be released in a future update.

      • Paulette Enfante
        Paulette Enfante September 13, 2021 at 1:45 pm

        Is there a timeline for availability of this feature to use Dynamic Ship email with the current BC Enhanced email capabilities?

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