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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.
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
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/.../
Thanks Judy
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.
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