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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Electronic Reporting /...
Finance | Project Operations, Human Resources, ...
Suggested Answer

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

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Posted on by JamesT 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

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    JamesT Profile Picture
    JamesT 341 on at

    Found the answer - please ignore.

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

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