Sending email from Dynamics 365 Financials

Sending email from Dynamics 365 Financials

sharing steps to enable sending email

1) Setup 'Email parameters'

2) Ensure username/account specified in O365 is allowed  to send on 'behalf of' permission

3) Use outgoing email server as 'smtp.office365.com' for O365 accounts

4) Setup email distributor batch

5) Send test email

6) On user account settings, under account tab, specify sender email; again ensure in O365 is allowed  to send on 'behalf of' permission

7) Setup print management in module specific form setup e.g. in Accounts receivable, for SO confirmation, choose printer setup as 'Email'

8) Specify email subject and attachment type and in the 'to' field could select one of customer contact channel for a specific purpose type