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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Email account for Work...
Finance | Project Operations, Human Resources, ...
Suggested answer

Email account for Workflow

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Posted on by KerryB 5

My client is creating a new email address for use with Workflow.  We are going to be using the email functionality to approve payments.  Their IT department is asking me whether this email account will be a "Do Not Reply" account or standard email account.  Normally, I would tell them a "Do Not Reply" account as exampled with sending out EFT remittance advises.  But I am not sure about Workflow, when the recipient of the email will be approving within the email.

I have checked out both manuals but cannot find an answer.  Any help will be greatly appreciated!

Many Thanks.

Categories:
Microsoft Dynamics GP
  • Kerry Brooks Profile Picture
    Kerry Brooks 50 on at
    RE: Email account for Workflow

    Thanks All!  This helps.

  • Suggested answer
    Derek Albaugh Profile Picture
    Derek Albaugh on at
    RE: Email account for Workflow

    As mentioned, it depends on the account being used to send emails out for Workflow, via the Workflow Setup window. By default, it isn't a true 'Do Not Reply' account, but there's ways to set that up like Joseph mentioned.

    If using modern authentication, i.e. Application Client ID in the Company Email Settings window, which will be required to email Exchange after October 2022, the Workflow emails will no longer be sending from the account/server setup in the Workflow Setup window, but will prompt the submitter/approver for their email account, similar to when emailing in Dynamics GP and getting the Exchange Log On window, and send the emails through that submitter/approver's email account they authenticate with.  The exception to this, is if approving through the email links/Web Services, which will default to what is in the Workflow Setup window regardless.

    Thanks

  • Joseph Markovich Profile Picture
    Joseph Markovich 3,910 on at
    RE: Email account for Workflow

    The answer is "it depends."

    For the email setups I've done, I make sure there is a static IP from the ISP and set up routing through Exchange Online. Then you can send all of the workflow emails anonymously and not have to worry about email accounts, mailboxes, MFA, etc.

    You just need to set up a shared mailbox and then enter that information in the Workflow Setup window in GP along with the SMTP server of the MS365 tenant -- domain-com.mail.protection.outlook.com and port 25.

    Have been using this method since GP 2015 R2 and has been rock solid.

    I hope this helps.

    Joe

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