Troubleshooting techniques for solving emailing issues in D365FO

In this article, we will explain how to troubleshoot emailing issues in D365FO. We will focus on troubleshooting issues you might encounter when emailing reports using Docentric Email print destination, or when sending outgoing email messages from Batch email sending status via Docentric email distributor […]

Send Workflow Email Notifications with Attachments in D365FO

In our previous article, we explained how to configure and design email notifications for the Purchase requisition review workflow. Using Docentric improvements, you can design Email templates used for workflow notifications in the advanced email body editor with placeholders. But there is more – you […]

Are You Ready to Collect More of Your Money?

Microsoft Dynamics 365 for Finance and Operations offers a robust credit and collections management functionality that enables you to manage the entire collection process – right from generating customer account statements, to being informed of balances as and when due, getting notifications on when collection […]

Ensure that your outgoing emails in D365FO don’t end up as SPAM

Dynamics 365 for Finance and Operations enables sending automated emails with printed business documents such as invoices, orders and statements to our customers and vendors. It is very important that these emails don’t end up in their spam folders. There are some general recommendations we […]

Email Purchase Order with Terms and Conditions in D365FO

In this article, we will explain how to set up the emailing process of purchase orders using Docentric to achieve the following scenario. We want our outgoing emails, which are automatically generated by D365FO, to have an additional document attached – Terms and Conditions (T&Cs). […]