Useful things I've learned along the way
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 →
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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