Useful things I've learned along the way
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 →
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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