Email Sales Quotation to Quotation Contact from D365FO

Advanced Email Tokens in Action: Email Sales Quotation to Quotation Contact from D365FO.
Advanced Email Tokens in Action: Email Sales Quotation to Quotation Contact from D365FO.

Introduction A Sales quotation is usually sent to the person who requested it. In Dynamics 365 Finance & Operations (D365FO), you select that person as a Contact on the Quotation header. A Contact person can have multiple email addresses, each with a different Purpose. We'll […]

Email Customer Account Statements to Contact Persons in D365FO

Introduction Emailing Customer-facing reports to Contact persons related to Customer in D365FO is not supported by standard email tokens. In this article you will learn how Docentric Advanced email tokens support this scenario without any customization. Many companies store communication email addresses on Customer Contact […]