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Finance | Project Oper...
Add A D365 Email Notification Type
Peter Ramer 65
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Finance | Project Oper...
Create A Return Order in D365
Peter Ramer 65
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Finance | Project Oper...
How To Extend A D365 Email Template
Peter Ramer 65
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Finance | Project Oper...
How To Send D365 Emails
Peter Ramer 65
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Add A D365 Email Notification Type

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 proce...

Peter Ramer 65
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Create A Return Order in D365

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 ord...

Peter Ramer 65
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How To Extend A D365 Email Template

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 req...

Peter Ramer 65
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How To Send D365 Emails

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. N...

Peter Ramer 65
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How To Send D365 Event Emails

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 as...

Peter Ramer 65
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Create A Call Center Order In D365

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 d...

Peter Ramer 65
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Set Up A D365 Email Template

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 em...

Peter Ramer 65
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How To Configure Email In D365

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 sy...

Peter Ramer 65