When setting up the Print Management settings for reports in Accounts Receivable and Accounts Payable module in Dynamics 365 for Finance and Operations, you can specify in the To and Cc email addresses fields so called email tokens. For example, you can use the Primary contact and Contact purpose email tokens for a customer (Accounts […]
If you need to send out a single email to every customer each month, and this email needs to have all the customer-belonging invoices for the current billing period attached, check out this article that will describe such a solution for Dynamics 365 for Finance and Operations. You can also download and use the described […]
If we’ve created multiple sales orders for the same customer during one month, he may want to receive a single invoice for all these sales orders at the end of the month (i.e. billing period). Or, he may want to receive a separate invoice for each of his sales orders at the end of the […]
If you have an existing form and you want to make it batchable in Dynamics 365 for Finance and Operations, you have several options at your disposal. Use your existing form as a dialog of your batch class First, you can redesign your form to add a new TabPage control with the Running in background […]
When we have a dialog form open in order to run some operation in Dynamics 365 for Finance and Operations, there are often some parameters to enter. Usually such forms are not bound to any data source so a user have to manually enter parameters on the form. It might be annoying if each time […]
It came as an unpleasant surprise: there is no viewer for SSRS reports shipped with Dynamics 365 for Finance and Operations On-Premises. Even worse, Microsoft has no plans to support it – ever! The following features are not intended for use in on-premises deployments. There are no plans to implement these features in on-premises deployments: […]
A remit address is used as a unique destination address to receive payment (e.g. a check) for a bill or invoice. This is used so payments can be processed more quickly than if it were sent to the general mail address of the company. In Dynamics 365 for Finance and Operations remit address can be […]
You can use Docentric File print destination to output reports to Attachments of the underlying entity, i.e. the context record of the executing report. Unlike the built-in File print destination, when using Docentric you can output reports in batch, e.g. save them to Azure storage, SharePoint or Attachments. What if saving to Attachments fails If […]
In D365FOE you can set up Email templates for sending email notifications for Retail orders, workflows, alerts, etc. With Docentric AX Free Edition you can: use an advanced HTML editor to format email bodies within D365FOE, pick a placeholder from a list of available placeholders for the current email, if you need to create a […]
Instead of using the built-in SysEmailTable::sendMail() method for replacing placeholders in an email’s body and subject before sending it, you can use the DocEmailTemplateManager::sendMail() method that offers you more options such as an email body with dynamic tables, multiple email attachments, using Cc and Bcc recipients, etc.
/// Use this method to send an email using the provided built-in email template
/// to the given recipient.
/// <param name = "_emailId">Email Template ID</param>
/// <param name = "_languageId">Language ID</param>
/// <param name = "_emailToAddr">Recipient e-mail address or list of e-mail addresses</param>
/// <param name = "_mappings">
/// Map(PlaceholderName (str) -> PlaceholderValue (str)).
/// This is a map of placeholders and their values used in the dynamic email body.
/// If null, it will be created and filled using the corresponding ETH (Email Template Handler) class.
/// <param name = "_lineMappings">
/// List of Map(PlaceholderName -> PlaceholderValue).
/// This is a list of mappings for each line of the dynamic table within the email body.
/// If null, it will be created and filled using the corresponding ETH class.
/// <param name = "_contextInfo">
/// Context info that can be provided for filling _mappings and _lineMappings
/// with placeholders' values.
/// <param name = "_emailCcAddr">Cc e-mail address(es)</param>
/// <param name = "_emailBccAddr">Bcc e-mail address(es)</param>
/// <param name = "_emailAttachmentFilename">Email attachment filename (optional)</param>
/// <param name = "_emailAttachmentContent">Email attachment file content (optional)</param>
/// <param name = "_emailAdditionalAttachments">
/// Additional email attachments in a form:
/// [ [attachmentName, [content]], [attachmentName, [content]], ...]
public static void sendMail(SysEmailId _emailId, LanguageId _languageId,
Map _mappings = null,
List _lineMappings = null,
container _contextInfo = conNull(),
str _emailCcAddr = '', str _emailBccAddr = '',
str _emailAttachmentFilename = '',
container _emailAttachmentContent = conNull(),
container _emailAdditionalAttachments = conNull())
Let’s see how it works on an […]