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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / E-mail template for co...
Finance | Project Operations, Human Resources, ...
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E-mail template for collection letter

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Posted on by Tino 144
Hello,
 
we want to send collection letters via e-mail and have successfully finished the configuration to send mails to the business e-mail addresses.
But the standard e-mail destination only allows to insert a subject to the mal, but no body.
 
We tried to create a e-mail template in the organization e-mail templates, but the template somehow can't be used, although we added it in the accounts receivable parameters in the Collections tab /transactions to contact/. 
 
How can an organization e-mail template be used for the e-mail destination of a collection letter?
 
Kind regards
Tino
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 12,189 Super User 2024 Season 2 on at
    E-mail template for collection letter
    Hi Tino,
    You can define the message body via the ER configuration, you can define one or several lines.
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    E-mail template for collection letter
    Hello Tino,
     
     
    Not same but framework and code can be reused.
     
  • Tino Profile Picture
    Tino 144 on at
    E-mail template for collection letter
    Hi Ramit and Alireza,
     
    thank you for your answers. Unfortunately the forum won't let me mark Ramits reply as an answer or let me reply directly to your comments.
     
    Ramit, do you know of any examples online to solve it with custom code? Would you develop a new function for this or would you extend the standard e-mail destination functionality?
     
    Alireza, in the screenshot it seems that the body in the ER destination can only cover one line and no html at all. Can you confirm this?
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 12,189 Super User 2024 Season 2 on at
    E-mail template for collection letter
    Hi Tino,
    If you apply business document for collection letter, you can set subject and body from the configuration model designer in ER destination ;
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    E-mail template for collection letter
    Email template ideally works for Workflow emails, here in print destination template wont work, unless you do custom code.

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