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

Organization email template

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Posted on by

Hi,

I'm looking to set email template for AP invoice matching, AP journal approval, Cash advance workflow, Payment advice-PO workflow, etc.

Can you please explain the login in behind
Please share documentation related.

pastedimage1618454970145v1.png

Thank you !
Kamel.

I have the same question (0)
  • Suggested answer
    Michal Krejza Profile Picture
    on at

    Hello Kamel,

    I am not sure what is needed. Could you re-phrase your question ?

  • Finance and operations Profile Picture
    on at

    Hi Michal,

    We created a new entity and the email templates are not set yet. I am looking for documentation on how to do it and also how to test them to make sure they are correctly set..

    pastedimage1618528112306v1.png

    Thank you !

    Kamel.

  • Suggested answer
    Michal Krejza Profile Picture
    on at

    Morning Kamel,

    Thanks for response and clarification. Unfortunately we do not have clear guidance on Email templates. But I have found a useful link:

    Create email templates for transactional events

    It has been published for Dynamics 365 Commerce, but this is general approach used also in Dynamics 365 Finance. 

    Set up alert email templates in HTML

    Published for AX 2012, but has not changed in D365Finance. 

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