Locate all customers with no primary email set in Dynamics 365 for Finance and Operations

The quickest way to locate those customers or vendors, which don’t have Primary email address set, is to personalize the Customers or Vendors forms by adding the Email address column from the related party, i.e. the corresponding field of the related record from the Global address book table. Usually we want to locate such customers […]

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 […]

Email reports from multiple sender addresses in Dynamics 365 for Finance and Operations

When it comes to emailing reports from DYN365FO, we are all facing the same problem: it’s simply too limited. For example, we cannot set up the email body or additional email attachments nor we can use placeholders to make the email subject and output filename dynamic (e.g. Invoice <Invoice ID>.pdf). This is where Docentric AX […]

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 […]

Email reports with images from database in the email body in Dynamics 365 for Finance and Operations

Let’s say that we want to email reports from Dynamics 365 for Finance and Operations with some attractive content in the email body including images. Beside static content, some email parts can be dynamic and specific for every report execution. Standard Dynamics 365 for Finance and Operations supports sending emails with attached reports, but without […]

Email invoices with company logo in the email body in Dynamics 365 for Finance and Operations

Let’s say that we want to email invoices to our customers from Dynamics 365 for Finance and Operations with some useful information in the email body such as billing period and due date. Moreover, we want to have this information nicely designed, using the styles of our company. Of course, we also want to have […]

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 […]

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 contact and Contact purpose email tokens for a customer (Accounts […]

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 […]