Email to all customers

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Posted on by @Lupita

Hi! I´m triying to send the customer statement to all my customers, but i need send in a email with some data like 'customer_name' and 'date'. Can you help me? it ´s for 1000 customers. (Finance and operations 365)

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Financial Management

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Community Member on at

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Hi Lupita,

You can use the print management to send the customer account statement to your customers

https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/print-periodic-customer-account-statements

Thanks,

Vy

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Here is a blog post that illustrates the required setup.

dynamicsaxtipoftheday.com/.../use-print-management-to-automatically-email-documents-to-customers-vendors

The post is for AX2012 but things are basically setup in the same way in D365FO.

Best regards,

Ludwig

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