Microsoft Dynamics 365 | Integration, Dataverse...

Email PDF Quote

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Posted on by AshleyD

Hello

Is there away to change the To on an email PDF from Account to the contact as a default as it seems it always chooses the account name rather than the contatc you want to send it too.

Thanks

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Mahendar Pal 45,095 on at

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Hi,

Not sure which solution you are referring here "email PDF" but you should be able change email To before sending emails using custom code.

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AshleyD on at

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Hi

when we want to email a quote directly from print PDF Dynamics 365 it always shows the account details not the contact but we are not sure how this canbe done.

Thanks

Ash

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Can you please explain how to reproduce the steps in order to see why the account is used in "to" on emailing of the quote?

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AshleyD on at

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HI

Basicly when we open a quote and select the export to PDF select the Email button it always show the Account in the To rather than the contact or email address

Thanks

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Who's selected as customer in Quote - account or contact?

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Haig Liu Microsoft Employee on at

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Hi AshleyD,

Please try this in system setting:

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AshleyD on at

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Thanks will try that setting but the quote is set to potential account and then when the email pdf it selects the account rather than the contact.

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a33ik 84,331 Most Valuable Professional on at

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Hello Ashley,

That's the answer - you see the OOB behavior. If the quote is created for an account, an account is used in "t"o. One thing that I can recommend is to develop a script that will trigger onload of the quote, check that it was created from quote, query for the contact of the quote and populate to field with the value received.

Good luck.

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