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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 […]
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 […]
Use Multilingual Email Templates When Emailing Invoices in D365FO
Do you email invoices from D365FO to customers in multiple languages? Do you find it a bit cumbersome to set up multiple Print management settings for different languages? So far, you were able to use D365FO labels and Docentric User-defined labels in all print settings, […]
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 […]
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 […]
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 […]
Testing email functionality in Dynamics 365 for Finance and Operation takes time and might not be so fun. There is an overwhelming number of email testing scenarios. Imagine that you are testing emailing of invoices or collection letters in D365FO that is constantly filling up […]
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 […]
In the previous article, we explained a utility class that helps you generate SSRS and Docentric reports from X++ in memory instead of distributing them to a print destination such as Email or File. Using the same helper class, DocSrsReportGenerator, we will now demonstrate how […]
In Dynamics 365 for Finance and Operations you can automatically generate and email invoices to your customers. What if there is a demand to secure the emailed invoices with passwords, for example the customer VAT number? D365FO doesn’t offer such a possibility OOTB, but fortunately […]
Tags: D365FO, Emailing, Free Edition, Report Email templates, Video 