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Microsoft Dynamics 365 | Integration, Dataverse...
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Fundraising and Engagement - Email receipts

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Posted on by 5

How do we email a receipt from fundraising and engagement .?

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  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    The enhanced email experience in Fundraising and Engagement lets users write and send emails directly from the record they’re working on.

    The enhanced email experience requires system admins to enable it to make it available to users. For steps, go to Set Regarding and email tracking or Set up enhanced email.

    For more details about sending receipts, please refer to:

    Receipts in Fundraising and Engagement | Microsoft Docs

  • Charity Man Profile Picture
    5 on at

    Thanks Nya

    Once you produce the word file, how do you email.  The documentation is not clear.

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