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Still writing order and delivery emails by hand every time something happens in Business Central? OmniConnect by Codeunit connects Dynamics 365 Business Central with Rule to send transactional emails automatically — the moment the event occurs in your ERP.

Built for sales operations, customer service and marketing teams, the connector keeps customer communication timely and consistent without manual work.

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What It Does

• Event-Driven Transactional Emails — Business Central events are handed straight to Rule for delivery, with the event itself deciding which transactional message is triggered. Subject line, sender name and sender address follow the document being sent, and content is delivered in both HTML and plain text so it renders correctly in every inbox.
• Design in Rule, Trigger from Business Central — Your marketing team maintains the look and wording of each message in Rule, while Business Central supplies only the trigger and the data.
• Individual Recipient Handling — Every recipient receives their own personal send, so no customer sees another recipient's address. Duplicate addresses are removed automatically, so nobody receives the same message twice.
• Configurable Bcc Handling — Because Rule treats blind copies differently from a traditional mail server, you decide how Bcc recipients are handled — include them as regular transactional recipients, skip them silently, or have the message flagged so nothing is sent unnoticed.
• Send Confirmation and Traceability — Each successful delivery is confirmed back into Business Central, where the Rule transaction reference is stored on the originating record. Use that reference to verify delivery or investigate a customer query without leaving the ERP.
• Error Reporting on the Document — If Rule rejects a message, the response is reported back on the originating document so the problem surfaces immediately instead of disappearing silently.

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Key Benefits

• Automated Customer Communication — Emails are sent the moment the business event occurs in Business Central, removing manual send tasks entirely.
• Content Owned by Marketing — Message design and wording stay in Rule's visual editor, while the ERP only supplies the trigger and the data.
• Full Traceability — The Rule transaction reference is written back onto the Business Central record, giving a verifiable link between document and delivered message.
• Bcc Handling That Fits Your Process — Blind-copy recipients can be included, ignored or explicitly flagged, so internal copy requirements are handled the way your business expects.
• Reliable Error Visibility — Rejections are reported straight back to the originating document, so failed communication never goes unnoticed.
• One Platform for Email, SMS and RCS — Transactional messaging runs on the same GDPR-compliant Rule platform you already use for marketing automation.

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OmniConnect Portal — included with your integration

Every integration comes with access to the OmniConnect Portal — giving you full insight into everything flowing between your connected systems. Get notified when something requires your attention, and correct data or resubmit failed transactions on the fly — all from a single interface.

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Built for your business

Need something more? OmniConnect connectors are continuously developed and extended based on customer feedback. If your workflow requires an integration or feature that isn't listed here, get in touch — we tailor our connectors to fit your business.