Introduction Batch job retries in Dynamics 365 Finance and Operations can mitigate some errors that can occur at batch job execution, but only for batch jobs that can handle repetitions. For batch jobs that also perform activities outside the database (e.g., send email or call […]
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 […]
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 […]
SSRS framework improved by Docentric offers powerful emailing capabilities, integrated in the process of report posting and printing, supporting execution in batch. There are scenarios such as emailing collection letters or return acknowledgments when you don't need to send an email to the customer with […]
I recently got a question about how to send a Sales Invoice, Sales Confirmation, and Sales Packing Slip all in one email. At first, I thought it might require changing some code, but a colleague shared an easier way to do it, and it worked […]
Invoices and emailing go hand in hand for the majority of companies using D365FO. They set up batch job for posting and printing invoices, configure the Print management as Email print destination and voila! Every invoice is e-mailed to the matching customer. But sometimes that's […]
Find Customers and Vendors With Invalid or Missing Email Addresses in D365FO
Are you emailing the public-facing documents, such as Sales invoices and Purchase orders, through Print management in D365FO? That means that you need to use Email tokens in the To field of your Email print destination. And if you don’t have perfect quality of your […]
In Dynamics 365 for Finance and Operations (D365FO), the standard Customer account statement report summarizes financial transactions for a customer over a specified period, providing a clear overview of the outstanding balance, payments, credits, and recent transactions to ensure transparency and facilitate timely payments. Usually, […]
Emailing seems straightforward, but there are many challenges related to it. In this session, we will dive deep into how to create rich, personalized emails and distribute them securely and reliably through various channels. We will learn about different email providers and authentications (including Graph […]
How to use images in outgoing emails In general, there are 3 ways to embed images in your emails: Inline embedded CID images Embed an image using CID (Content-ID) in the HTML email body, while attaching it to mail message (as Linked Resource). Pros: Does […]
Tags: Batch, D365FO, Emailing, X++ 