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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Email PDF Quote

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Posted on by

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

I have the same question (0)
  • Mahendar Pal Profile Picture
    45,095 on at

    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.

  • AshleyD Profile Picture
    on at

    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

  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    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?

  • AshleyD Profile Picture
    on at

    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

    Screenshot-2023_2D00_02_2D00_08-131648.png

    Thanks

  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

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

  • Haig Liu Profile Picture
    Microsoft Employee on at

    Hi AshleyD,

    Please try this in system setting:

    pastedimage1675907068349v2.png

  • AshleyD Profile Picture
    on at

    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.

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    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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