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Keeping customers updated on their unpaid invoices is key for timely payments and maintaining healthy relationships 😀. In Dynamics 365 for Finance and Operations (D365FO), the standard Customer account statement report helps by showing both settled and unsettled payments. Usually, these statements are emailed to […]
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 […]
We improved Batch email sending status by adding new email message and context information fields. Also, we made the form itself more user-friendly and functional. Learn in detail about these improvements >> On the other hand, to support new mail message fields such as Cc, Bcc and […]
Batch email sending status is a D365FO table acting as an outgoing emails queue. It supports monitoring and resending of outgoing emails which are created for Workflow, Alert and Retail notifications. After Microsoft redesigned the implementation of alerts, alert emails stopped to be sent out […]
By using this free solution, you will be able to send multiple customer invoices in a single email. You can include Sales and Free text invoices, Project invoices or both. You can also choose to send only Open invoices. Invoices for emailing can be selected […]
Improved Alert Email Notifications in D365FO
In this video article, we will demonstrate how Alert email notifications in D365FO are improved by Docentric. The best part? It's completely free! Download Free Edition and try it out right away 👍. Improved Alert emails features: Use Email templates for Alert emails. In Email […]
We have noticed that many organizations who use D365FO would like to send the reports from various Gmail accounts (e.g. sales, accounting, procurement, human resources) to their customers, vendors or employees. Unfortunately, D365FO enables you to create only one SMTP account, and Gmail does not […]
Docentric gives you the ability to generate electronically signed reports from D365FO. But what if you email your reports and use another feature provided by Docentric, sending the additional report attachments? The report document will be electronically signed, but the additional attachments won’t. What should […]
IMPORTANT NOTE The Docentric Emailing Multiple Invoices (DEMI) solution has been greatly improved comparing to the solution described in this article. Learn more >> Does it happen in your type of business that some customers have multiple sales orders in short period of time, for […]
Tags: Customer account statement, D365FO, Emailing, Free Edition, Invoice 