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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Send RFQ to vendor thr...
Microsoft Dynamics AX (Archived)

Send RFQ to vendor through email

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Posted on by BKAX 55

Hi All,

We have configured email setup and configured outlook as well. we need to send RFQ to vendor through email. when we click "Send" button, there is provision to click "options" . in that, we entered email address in To and Cc part. later completed the process. 

but we email is not triggered to the mentioned mail id. 

In Sys adm, email parameters required setup is completed. 

Please let us know, is there any other thing which need to check,

Reference:

AX 2012 R3

Thanks 

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  • Suggested answer
    Chaitanya Golla Profile Picture
    Chaitanya Golla 17,225 on at

    Hi,

    Please check you have created and configured required Email template(s).

    (Path: Organization administration > Setup > E-mail templates)

    Refer link:

    (Create an e-mail template

    Create and send an RFQ in Microsoft Dynamics AX)

    technet.microsoft.com/.../Hh208450.aspx  

    Hope this helps you.

    Thanks,

    Chaitanya Golla

  • BKAX Profile Picture
    BKAX 55 on at

    Hi Chaitanya,

    I have created email template and also tried with send RFQ through email.

    Not able to achieve.

    Please let us know, if anything can be done.

    Thanks.

  • Punchili Profile Picture
    Punchili 70 on at

    Dear all, 

    by investigationg the same issue but within D365, where can the e-mai ltemplate be selected (as a parameter) to be send to the Vendor? It is important and standard in my opinion to create e-mail templates with different text content in the e-Mail (RFQ, Purchase Order, Sales Order, Agreements). How is this managed within D365? Is this done through placeholders?

    I found this and I think it is a pretty nice description. For me is just misisng the link to the different documents...

    https://community.dynamics.com/365/financeandoperations/b/elandaxdynamicsaxupgradesanddevelopment/posts/how-to-send-an-email-email-template-placeholders-and-email-processing-table

     Wil lbe happy to receive some answers and hints how others deal with the challenge.

    Thank you.

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