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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Setup in print managem...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Setup in print management of free text invoice to be sent by e-mail to customers email adress

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Posted on by Kristina K 270
Hello 

I am trying to find out the correct setup in print management for sending the created free text invoice buy mail to the customers email adress. 

I do not know what to put in here. 

Is there a good link or video to this specific setup?

 
 
Email destination is not properly configured as the ‘Email source account’ is not set. It will cause issues at runtime as there will be impossible to find a party to which a generated document must be delivered as an attachment of the electronic mail message
I have the same question (0)
  • Kristina K Profile Picture
    Kristina K 270 on at
    test
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    You can check out an old, verified thread about this issue which provides a link you can refer to.
    Solved: How to send Free Text Invoice to Customer by Email (dynamics.com)
    In addition, I also found a blog related to print management for you, which you can check out if needed.
    https://dynamics-tips.com/print-management/?expand_article=1
    Best Regards,
    Hana
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,803 Most Valuable Professional on at
    HI,
     
    The screen shot you posted here, thats not the correct navigation, you need to setup from AR module- form setup- print management setup.
     
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,841 Super User 2026 Season 1 on at
    Hi Kristina,
    You need to set Email to as follows:
     
    In the model mapping, email is binded to customer primary email :
     
    You can do the same process for Email from and bind to to legal entity email address
     
     
    I hope it provides you a solution for the issue.
     
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    Haven’t heard from you for a long time. If the answer is useful, please mark it as verified to help more people. Thanks in advance.
    Best Regards,
    Hana

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