Dynamics Community Forum Thread Details

E-Mail notification for a purchase order (workflow)

I am trying to get E-Mail notifications when my submitted purchase order workflow has been approved, but I get no E-Mail messages.

1) Setup on User level:

- my user has an E-Mail (SystemAdministration -> User -> Users)

- if I go to User Options, I have to setup the "E-Mail provider" and my "Account". The Email provider ID is SMTP and the Sender E-Mail is a generic E-Mail.

- I have set the paramater "Send notifications in EMail" to YES.

2) Setup for EMail parameters in the SystemAdministration module

- SMTP as the EMail provider has been "enabled." SMTP is also my batch email provider

- Outgoing mail server and User name have been setup.

- When I test the connection via Test Email I get an generic Email in my Outlook EMail box.

- The Batch E-Mail sending status shows to me the status "Sent." So if the PO Workflow has been approved an E-Mail has been sent.

- In the E-Mail Hirstory, I can see that E-Mail recipient and E-Mail sender have the same generic E-Mail. Should that be the case and if no, how can I change this?

- I have of course setup an E-Mail distributor batch - for every one minute. Do I need a Monitoring category?

So E-Mails can be sent according to the screenshots above, but I receive nothing. And that should not be the case. I do not see the mistake

3) EMail template

- I have setup an E-Mail template in the Organization administration module. I typed in a random EMail ID. The SenderEmail is the same as above (the generic EMail in the User options and in the SMTP settings.
For the E-Mail templates I have uploaded an html file.

4) Setup for the PO Workflows

- In the Workflow, under "Basic settings" I have setup my EMail template from (3)

- Setup when notifications should be sent -> basically my name is under recipient for the status "Completed"

- In the workflow element approve purchase order I have also setup that I am a recipient of messages when the PO workflow has been approved, rejected or delegated