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, including the email body and subject, and this way achieve multilingual outgoing emails. However, this approach is tedious and not quite user-friendly in terms of formatting and readability; the better solution would be to have different email templates for different languages, each of them nicely designed and with placeholders to support dynamic data.
Starting with Docentric 3.3.9, when emailing reports, Full Edition users can take advantage of Report Email templates that support multilingual outgoing emails with dynamic body and subject. In other words, you can configure multiple Email templates per report in different languages and format them as needed, while using placeholders for dynamic information such as Document ID, Document Date, Account Contact Name, etc.
On the other hand, Free Edition users can use Report Email templates as Email body snippets, i.e. as a snippet repository for different languages or email body parts. This way you can still keep and maintain the email bodies for all needed languages in one centralized location (the setup), and then use them as snippets when configuring multilingual emailing settings in Print management. Learn more >>
Watch the video below to see how a single Print management setting combined with Report Email templates can cover multilingual requirements.
Watch Video
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Can it be setup using different templates for Sales Invoice for different customers in same legal entity with the same language. I know this is possible if it is different language and different legal entities to use different templates.
Ex. customer numbers start with M should use one template for sales order invoice and all other customers should use default template for sales order invoice.
Hello Dorthe,
The scenario you are describing isn’t directly supported within the Email templates section of the Report Setup form.
However, you can achieve the desired result by defining separate email templates — one for customers whose names start with M* and another for those that don’t (!M*). Then, apply conditional Print Management settings.
We explain this approach in detail in the following article: Using Financial dimensions in Print management in D365FO
If you need further assistance, feel free to contact us at support@docentric.com – we will be happy to help you set it up.