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 […]
Tag: Email tokens (3)
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 […]
Using Email tokens with SSRS Email print destination
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 […]
Tags: Email tokens, Emailing, Full Edition, Print destinations, Print management

