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Dynamics 365 Community / Forums / Finance forum / Automatic email to a c...
Finance forum

Automatic email to a customer from D365FO lacks proper subject and body

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Posted on by 1,461

Currently the email that D365FO sends to a customer has no subject line that indicates what the document is that is emailed. It also has no proper wording in the body. So the customers will get an email with an invoice attached or an AR statement attached but the subject line doesn't include for which invoice it is for example. So the AR team gets a lot of calls from customers asking what the email is for.

Where can one set up the subject line and the body? There must be somewhere wher this is set up.

Thank you

I have the same question (0)
  • Retha Profile Picture
    1,461 on at

    I just found this link: community.dynamics.com/.../251281

    Seems that I will get the answer there for the body. Most probably the subject line too. It is AX2012 but should be similar in D365

  • Suggested answer
    udaY-ch Profile Picture
    5,173 on at

    Hi,

    Try following the link and let us know, if this helps you out

    www.linkedin.com/.../dynamics-365-finance-operations-workflows-e-mails-michael-winther

    Best,

    Uday.

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