Improved Email Templates

In D365FO 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 D365FO.
  • Pick a placeholder from a list of available placeholders for the current email, if you need to create a dynamic email body.
  • From 3.4.1 version you can configure which Attachments to be added to Alert or Workflow emails. Document management attachments with Attachment tags specified in the email template are used for attachment selection. You can support even more complex business requirements by implementing your specific rules in the corresponding ETH (Email Template Hanlder) class – on the Email templates form called Class for placeholders).

    Attachments are supported through the setup for Alerts and Workflows but not for Retail notifications. However, you can support them by using the helper method DocGlobalHelper::containsTags().
    You can tag any Attachment in D365FO once you install Free Edition due to an extension of the DocuView form.
    Learn more >>

See also

Improved Email Templates: Introduction >>
Improved Email Templates: Creating Email Body with Dynamic Table >>
Improved Alert Emails >>
Improved Workflow Emails >>