Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

Electronic Reporting / Email with attachments for BOTH PDF and Excel file of Sales Invoice

(0) ShareShare
ReportReport
Posted on by 341

Good morning all

Wondering if anyone knows of a way (without development) to do the following:

  • Using Electronic reporting
  • When emailing Sales invoice it includes attachments for both PDF and also Excel of the Sales invoice in the same email

Regards

James

  • Suggested answer
    JamesT Profile Picture
    JamesT 341 on at
    RE: Electronic Reporting / Email with attachments for BOTH PDF and Excel file of Sales Invoice

    Found the answer - please ignore.

    There is a GROUP function in the Electronic reporting destinations that provides for this.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,971 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,846 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans