In Dynamics 365 for Finance and Operations and Dynamics AX 2102 you can set up Email templates for sending email notifications for Retail orders, workflows, alerts, etc. Often these emails need to include some dynamic information, and this can be achieved using placeholders. However, in […]
Tag: Emailing (45)
Report emailing settings
In this article we will first discuss the features of built-in report emailing, and then we will focus on how Docentric AX improves report emailing and the Email print destination. Built-in functionality: Use of E-mail parameters In SSRS framework, built-in email functionality works in the […]
Email and print Word documents
Let's say that we want to: 1) Generate and attach a Word document from its template, 2) Send it to specific email address at the same time, and 3) Print it to a specific printer at the same time. Also, it would be great if […]
Email reports with customized body and additional attachments
Let’s say that we want to email purchase orders with customized body and two additional attachments, which are arbitrary documents stored on file system, SharePoint or database. Instead of attaching documents with static content, we can also attach related reports, for example Purchase order product […]
Email purchase order to specific vendor contacts
Let’s say that we want to email purchase order to a vendor primary contact or to all vendor contacts which have a specific contact purpose assigned. First we have to create a Contact information purpose. Navigate to Company/Organization administration/Setup/Global address book and open the Address […]