How email addresses are retrieved
Collect supports two methods for retrieving email addresses from Business Central:
Customer Contact Card (default)
Document Layouts (alternative)
Default method: Customer Contact Card
By default, Collect retrieves email addresses from the Customer Contact Card in Business Central.
This follows Microsoft Dynamics public API specifications
The email address on the Customer Contact Card automatically syncs to Collect once the integration is connected
Use this method when the contact email address is the correct recipient for payment reminders.
Alternative method: Document Layouts
You can configure Collect to retrieve email addresses from Document Layouts instead.
Use this option when:
The Customer Contact Card email address is used for a different contact (for example, a key relationship contact)
Payment reminders need to be sent to a different person or team
Different communication types in Business Central use different email addresses
Enable email retrieval from Document Layouts
Follow these steps to switch from the Customer Contact Card to Document Layouts.
Step 1: Configure Web Services in Business Central
Navigate to Web Services in Business Central
Either:
Update your existing Document Layout Object service name to CollectDocumentLayouts, or
Create a new object with the following details:
Object Type: Page
Object ID: 9658
Object Name: Document Layouts
Service Name: CollectDocumentLayouts
Select the Publish checkbox
Step 2: Update settings in Collect
Go to Settings > Integrations
Click Update Settings
Select Use Contact details from Document Layouts
Use the Select Usage Type dropdown to choose the report type (usage type) in Dynamics
What happens next
Once configured:
Collect uses email addresses from your selected Document Layout
The Customer Contact Card is no longer used for email retrieval
Need Help? If you're unsure which email source is right for your setup, contact our support team.