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Microsoft Dynamics NAV (Archived)

How to send a auto email based on customer

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Posted on by Community Member

Hi friends,

please tell me how to send a auto email based on different customer using job queue in nav 2016.

thank you

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Stefano Demiliani 37,166 Most Valuable Professional on at

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Use Mail codeunit from NAV for creating the mail message, write your process (codeunit) that loops through customers, create the message and send the email. After creating the final process in NAV, you can schedule it via job queue.

Start from here:

community.dynamics.com/.../microsoft-dynamics-nav-2017-email-from-nav-part-1

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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Can you please elaborate your requirement are you planning to send email only for specific customers? If so you need to add some field on the customer to identify which customer or using any of the existing field like Customer Posting Group and then create a codeunit to loop through those customers and create email and send to them. Check Codeunit 10145 for example of sending email

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Community Member on at

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Hi Suresh

Thank you for reply i want to send a report automatically using job queue based on given customer id in my form and report need to get filter based on chosen customer id in form.

this is job queue.

Thank you

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CDsilva 4,188 on at

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Hi,

You can follow my blog and code on similar lines

chrisdsilvablog.wordpress.com/.../how-to-setup-a-batch-to-run-daily-and-send-an-email-on-validation-of-a-field-in-microsoft-dynamics-nav

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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What errors are you facing? Does your codeunit has that logic placed to filter the customer on the report and use the email id ? Send us the code you have in the codeunit.

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Community Member on at

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Hi suresh,

this is my code

PdfDocPath :='ABC.pdf';

pdf2 := 'ABS.pdf';

PATH2 :=TEMPORARYPATH+PdfDocPath;

Path := TEMPORARYPATH+pdf2;

CLEAR(ABC); // ABC is a Report 50088

ABC.USEREQUESTPAGE(FALSE);

//// for filteration

IF NOT ABC.SAVEASPDF(Path) THEN

ERROR('PDF Creating Failed!\\ERROR:\\' + GETLASTERRORTEXT);

//SMTP.CreateMessage('Jonas Wood','ashwini.e@sharpsyssoft.com','','Outstanding Amount','',TRUE) ;

//try

usersetuptable.RESET;

useremail.RESET;

REPEAT

IF useremail.Branch = 'BGL' THEN BEGIN

usersetuptable.SETRANGE("User ID",useremail.Branch);

IF usersetuptable.FINDSET THEN

Mail1 := usersetuptable."E-Mail";

usersetuptable.SETRANGE("User ID",useremail."Sales To");

IF usersetuptable.FINDSET THEN

SalesTo:= usersetuptable."E-Mail";

MESSAGE('%1',SalesTo);

usersetuptable.SETRANGE("User ID",useremail."Sales CC");

IF usersetuptable.FINDSET THEN

SalesCC := usersetuptable."E-Mail";

MESSAGE('%1',SalesCC);

usersetuptable.SETRANGE("User ID",useremail."Sales BCC");

IF usersetuptable.FINDSET THEN

SalesBCC := usersetuptable."E-Mail";

MESSAGE('%1',SalesBCC);

usersetuptable.SETRANGE("User ID",useremail."Purchase To");

IF usersetuptable.FINDSET THEN

PurchaseTo := usersetuptable."E-Mail";

MESSAGE('%1',PurchaseTo);

usersetuptable.SETRANGE("User ID",useremail."Purchase CC");

IF usersetuptable.FINDSET THEN

PurchaseCC := usersetuptable."E-Mail";

MESSAGE('%1',PurchaseCC);

usersetuptable.SETRANGE("User ID",useremail."Purchase BCC");

IF usersetuptable.FINDSET THEN

PurchaseBCC := usersetuptable."E-Mail";

MESSAGE('%1',PurchaseBCC);

usersetuptable.SETRANGE("User ID",useremail."Finance To");

IF usersetuptable.FINDSET THEN

FinanceTo := usersetuptable."E-Mail";

MESSAGE('%1',FinanceTo);

usersetuptable.SETRANGE("User ID",useremail."Finance CC");

IF usersetuptable.FINDSET THEN

FinanceCC := usersetuptable."E-Mail";

MESSAGE('%1',FinanceCC);

usersetuptable.SETRANGE("User ID",useremail."Finance BCC");

IF usersetuptable.FINDSET THEN

FinanceBCC := usersetuptable."E-Mail";

MESSAGE('%1',FinanceBCC);

END;

SMTP.CreateMessage('jonas Wood','ashwini.e@sharpsyssoft.com','','outstanding amount','',TRUE);

//BGL

IF SalesTo <> '' THEN

BEGIN

SMTP.AddTo(SalesTo);

END;

IF SalesCC <> '' THEN BEGIN

SMTP.AddCC(SalesCC);

END;

IF SalesBCC <> '' THEN BEGIN

SMTP.AddBCC(SalesBCC);

END;

IF PurchaseTo <> '' THEN BEGIN

SMTP.AddTo(PurchaseTo);

END;

IF PurchaseCC <> '' THEN BEGIN

SMTP.AddCC(PurchaseCC);

END;

IF PurchaseBCC <> '' THEN BEGIN

SMTP.AddBCC(PurchaseBCC);

END;

IF FinanceTo <> '' THEN BEGIN

SMTP.AddTo(FinanceTo);

END;

IF FinanceCC <> '' THEN BEGIN

SMTP.AddCC(FinanceCC);

END;

IF FinanceBCC <> '' THEN BEGIN

SMTP.AddBCC(FinanceBCC);

END;

UNTIL useremail.NEXT =0;

SMTP.AppendBody('Dear Sir / Madam,');

SMTP.AppendBody('<br><br>');

SMTP.AppendBody('Please find the Customer Outstading Amount in PDF Format:');

SMTP.AppendBody('<br><br>');

SMTP.AppendBody('Regards');

SMTP.AppendBody('<br>');

SMTP.AppendBody('Company Accounts Departments ');

SMTP.AddAttachment(Path,PdfDocPath);

SMTP.AddAttachment(PATH2,pdf2);

SMTP.Send;

MESSAGE('Mail Sended');

Thank you

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