Email invoices to the customers - individually.

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Posted on by lmai

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Hi everyone,

I wonder if I need to set up the Print Management or a link to Microsoft outlook to link customers' invoices to their email addresses. My goal is, when I click on the customer's invoice, it gives me an option to email that invoice to the customer without going to my email, create a new email, then attach the invoice, and then send. I want to email directly from D365.

Thanks so much!

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Mea_ 60,284 on at

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Hi Kim Johnson,

First of all you need to setup email parameter to specify exchange server or SMTP

https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/organization-administration/configure-email

then you need to setup print management

https://dyntips.com/2016/08/30/e-mail-invoices-with-a-smarter-dynamic-print-management-setup/

this blog talks about 2012 but it still valid for d365.

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lmai 2,438 on at

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Thank you Ievgen for the link!

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lmai 2,438 on at

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Hi Ievgen,

Under the EMAIL section, I cant' seem to find this step. Users > Active users > User > Edit mailbox permissions > Send email from this mailbox. Is it in Outlook or D365 Office?

Apparently, I'm missing something. The Statement to contact is not active. Could somebody please shed light on this process? Thanks so much!

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Mea_ 60,284 on at

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It says " You can configure Send As permissions in the Office 365 admin center " so you need to go to Office 365 admin center

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