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Finance | Project Operations, Human Resources, ...
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Workflow Email Template

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Posted on by 25

i would like to get standard email template for PO & PR workflow. can somebody assist me to get this template. where I need PO or PR details and URL for the specific form.

  • Aslam aslzzzz Profile Picture
    Aslam aslzzzz 25 on at
    RE: Workflow Email Template

    Hi Saurabh,

    Thanks for the details,

    I have been searching for the template only. Anyway thanks for your time to post this setup note here. someone will benefit from it one day.

  • Aslam aslzzzz Profile Picture
    Aslam aslzzzz 25 on at
    RE: Workflow Email Template

    Thanks Judy

  • Verified answer
    saurabh bharti Profile Picture
    saurabh bharti 15,029 Super User 2024 Season 2 on at
    RE: Workflow Email Template

    Hi Aslam,

    1. Navigate to System Admin > Email > Email Parameters (Configure this and test with sending test email)

    2. Navigate to System Admin > Email > System email Template (Define template which you want to attach to PR ,PO workflow

    3. Go To System Admin > Users > Select users > User option > Work flow > Enable email notification

    4. Navigate to workflow navigator PR or PO > Notification > Mapp Email template

    5. Navigate to every stem of Workflow > Notification > enable notification for which you want to receive notification

    Done

    You can view System admin > Email > Email history to check email status sent or not

    Note: Make sure email distribution batch job is running

    d365tour.com/.../

  • Verified answer
    huijij Profile Picture
    huijij 19,811 on at
    RE: Workflow Email Template

    Hi Aslam,

    You may customize workflow email notifications for Purchase order email notifications following  the blog:

    https://ax.docentric.com/deep-links-in-workflow-email-notifications-in-dynamics-365-for-finance-and-operations/

    and for Purchase requisition email notifications:

    https://ax.docentric.com/send-nicely-designed-emails-from-workflows-in-dynamics-365-for-finance-and-operations/

    regards

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