Useful things I've learned along the way
I recently used M365 Copilot with SQL and I continue to be amazed with how helpful it is. I used it to help me write SQL statements. It's ability to figure out context and provide me with what I need with less prompting is astonishing. I wanted to share what I did as just one... Continue Reading →
There are times when writing X++ code that a D365 Macro makes the code easier to read, update later, and write. Essentially, a developer will specify a value in code that the precompiler will replace with other text. Therefore, the compiled code's output does not change. However, it gives the developer more flexibility to make... Continue Reading →
Many base Microsoft events send an email. In this article, learn how to add a new D365 email notification type. Then associate the event with an email template so an email is sent when that event occurs. While a developer could add code to a process to send an email, adding an event leverages helpful... Continue Reading →
Almost every business has to handle returned merchandise. In this article, learn the steps for processing a return order in D365. When a customer contacts a company to return a defective or unwanted product, the return process begins. A return order is created with lines that either reference the original invoice or do not. Additionally,... Continue Reading →
In Microsoft Dynamics 365 for Finance and Supply Chain, the system sends out emails when certain transactional events occur. For example, when a sales order is placed, shipped, or read for pick up. Businesses will often have custom fields that require them to extend a D365 email template. In this article, learn how to extend... Continue Reading →
Most of the time, it is best to use the event email functionality within Microsoft Dynamics 365 for Finance and Supply Chain. Other times, it is helpful to send D365 emails directly. In this article, learn how to send D365 emails using X++ code. Notably, the system can create and send an email. Or, an... Continue Reading →
Timely confirmations and details are essential for building customer trust. In this article, learn how to send D365 event emails. After a customer or business takes an action, an email confirmation of that action is often expected. Learn how to associate an email template with a predefined event, such as an order being placed, shipped,... Continue Reading →
Sales orders in D365 can follow several different flows. In this article, learn how to create a call center order in D365. Unlike business-to-business scenarios, call center orders are ideal for orders with retail customers. These orders include default logic from channel setup, a specific step for completing an order, and advanced pricing and payment... Continue Reading →
Communication with customers is very important. After something progresses with their order, it is helpful to send the customer an email. In this article, learn how to set up a D365 email template. Email templates allow businesses to format the emails to match their brand. Additionally, context-specific information, such as the order ID, delivery address,... Continue Reading →
There are several different ways to configure email in D365. Microsoft Graph is now the recommended email provider, replacing the deprecated Exchange email provider. Additionally, you can set up a connection to an SMTP email server. Lastly, the system can generate an .eml file that the user can download. Then the user can use an... Continue Reading →
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