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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Print management setup
Finance | Project Operations, Human Resources, ...
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Print management setup

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Posted on by Phoenix123 145
Hello,
 
I want to use standard Print management option to send emails to Vendors with PO confirmation or inquiry.
 
On the print management setup I dont see any place where I can edit body of an email, make a template for it?
 
Does it mean the only way to send it is with Subject only, with attachment and without any content?
 
Also, is there an option to review email before it is sent or the only way is the automatic send?
 
Or is there any out of the box feature I should activate for this?
 
Kind regards,
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,215 Super User 2024 Season 2 on at
    Print management setup
    You might also want to explore the Advanced notes feature - Advanced notes management - Finance | Dynamics 365 | Microsoft Learn
  • Phoenix123 Profile Picture
    Phoenix123 145 on at
    Print management setup
    Hello all,
     
    I have revisited this topic and I see the form in my test environment looks like below now.
    I have not tested it yet but it does appear to allow entering email content.
    I cannot say if this is part of a new feature or not, but I am surprised it is there now.
     
  • Layan Jwei Profile Picture
    Layan Jwei 7,255 Super User 2024 Season 2 on at
    Print management setup
    Hi Phoneix,
     
    Yes in the thread I sent you it requires customizations
  • Suggested answer
    Abhishek Verma Profile Picture
    Abhishek Verma 47 on at
    Print management setup
    Hi Phonix, 
     
    There is currently no option in the print management setup to define the email body for purchase confirmations.

    However, I can suggest a workaround that doesn't require any customization, provided your customer agrees to it. You can create a workflow for purchase confirmations, set it to auto-approve, and define the email template with the body content. This way, an email will be triggered automatically once a purchase order is approved and confirmed.
     
     
    Best Regards, 
    Abhishek V
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 10,150 Super User 2024 Season 2 on at
    Print management setup
    Hi,
     
    Yes, I can confirm that you can't set a template for email in the print management. 
    so I suggest you make a few customizations and dev to meet the requirement.
     
    Also there are a solution has been developed docentric : 
     
     
    Best regards,
    Mohamed Amine MAHMOUDI
     
     
  • Phoenix123 Profile Picture
    Phoenix123 145 on at
    Print management setup
    Hi Layan,
     
    I have checked it but I am not sure if I understood the final solution.
    It looks like it requires customization, I would need a confirmation on this to be sure.
     
    Kind regards,
  • Suggested answer
    Layan Jwei Profile Picture
    Layan Jwei 7,255 Super User 2024 Season 2 on at
    Print management setup
    Hi,

    Check if this previous thread helps
    https://community.dynamics.com/forums/thread/details/?threadid=c6c59086-99cc-42cc-9aea-e8dc31dd8d64

    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

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