Send nicely designed emails from workflows in Dynamics 365 for Finance and Operations

If you want to have better designed emails for your workflow notifications, check out how our free Dynamics 365 for Finance and Operations Add-On – Docentric AX Free Edition – can help you. In this article we will demonstrate how to customize workflow email notifications for the Purchase requisition review workflow by adding WF specific […]

Configure Exchange to support multiple sender accounts for outgoing emails in Dynamics 365 for Finance and Operations

Sometimes we would like to send emails using different sender email addresses, but standard DYN365FO supports just one set of SMTP settings in Email parameters. You can still provide any sender email address you want per template in Organization email templates, but sending such an email usually fails. Similar requirement for multiple sender email addresses […]

Deep links in Workflow Email Notifications in Dynamics 365 for Finance and Operations

When using workflows in Dynamics 365 for Finance and Operations, you can enable email notifications. This means that each time when a workflow notification is sent, an email is delivered as well. Which email and to whom is specified within a particular workflow. Let’s say that you want to use a deep link within a […]

Sending multiple customer invoices in a single email in Dynamics 365 for Finance and Operations

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 […]

Invoice posting and printing of multiple sales orders in Dynamics 365 for Finance and Operations

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 […]

Improved Email Templates – Creating Email Body with Dynamic Table

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 […]

Sending Emails Using Docentric APIs

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.

Let’s see how it works on an […]

Improved Email Templates in D365FO

In Dynamics 365 for Finance and Operations and Dynamics AX 2102 you can set up Email templates for sending email notifications for Retail orders, workflows, alerts, etc. Often these emails need to include some dynamic information, and this can be achieved using placeholders. However, in order to use placeholders in the built-in editor you need […]