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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Collections process au...
Finance | Project Operations, Human Resources, ...
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Collections process automation

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Posted on by ISMAEL SOUZA
I'd like to make reference to invoice in the e-mail sent to addressee, but I don't found where do this.
 
For while the e-mail is sent just with information of subject and the body is empty (cause i want).
 
Someone knows if this is possible?
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 11,925 Super User 2024 Season 2 on at
    Collections process automation
    Hi Community User,
    If you apply business document (like Collection letter note (Excel)), you have possibility to use "Electronic Reporting destination" and define subject and body based on your ER configuration model:



    When it applies to Process automation for customer collections, while you follow wizard on "Collection process automation" , you can define "Business document email template details" and add template that you have already provided with body and then try to edit the map setup. For more info, please check following TechTalks by Microsoft:
    The email template needs to have Html body:
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Collections process automation
    Hi,
    You can refer to this blog: Email an invoice with additional attachments from D365FO (docentric.com), it shows a step-by-step configuration which enables you to email an invoice with Terms & Conditions and product specification as additional attachments from D365FO.
    Or you can refer to this old thread: Solved: Email Freetext invoice via X++ (dynamics.com), it describes that how to email Freetext invoice via X++.
    Best regards,
    Kevin

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