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 […]
Tag: Emailing (51)
Use Multiple Gmail Accounts for Sending Emails from D365FO
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 […]
Email Invoice and T&Cs with Electronic Signature in D365FO
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 […]
Configure Invoice Email Settings Faster by Using Email Body Snippets
In this video, we will demonstrate how Email templates from Docentric report setup can be used as snippets when configuring the email body for the Sales invoice report. Email templates are designed using the same rich HTML editor and placeholders, and can be configured per report and company but also per […]
Send emails from D365FO using SendGrid
When sending emails from D365FO with an email service provider such as Exchange Online, receiving and sending limits normally apply. This can cause nasty problems when doing high-volume emailing, for example, emailing invoices in batch. Learn about Exchange online sending limits >> The known limitation […]
Send Sales Order Confirmation Emails with Item Attachments
One of the frequent business requirements for emailing public facing documents, like purchase orders, sales order confirmations, invoices, etc., is adding additional attachments to the outgoing D365FO emails. As you will see, Docentric offers strong support for this functionality. You will find a flexible rule-based […]
Email testing in UAT environments
UAT environments are used for User acceptance testing (UAT) and usually operate with the production data, i.e. with the database copied from the production environment. Consequently, all email addresses from Global address book and email print settings from Print management setup are copied from the […]
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 […]