Finance | Project Operations, Human Resources, ...

Customer account statement sent via batch job- is there an email history?

(1) Share

Report

Posted on by Sha02

181

Hi, when customer account statements were sent via batch job, how to check which customers received it?

Is there an email history where I can find the status per customer?

Thank you.

Categories:

Dynamics 365 Finance

Microsoft Dynamics AX

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

Bharath jain 1,422 Super User 2025 Season 2 on at

Like (1)

Report
Customer account statement sent via batch job- is there an email history?

Hi Sha02,

Check Email Sending Status

Navigate to System administration > Periodic tasks > Email processing > Batch Email Sending Status.

On this page, you will see a list of all emails sent from D365 F&O via batch jobs, including the customer statements.

You can use filters to narrow down the list to the specific batch job and time frame for which the statements were sent

The list will show the Status for each email:

Sent: The email was successfully sent from D365 F&O.

Failed: The email failed to send. You can click on the failed line and select Restart Send to reattempt sending.

Regards,

Bharath Jain

Was this reply helpful? Yes No
Sohaib Cheema 49,066 User Group Leader on at

Like (0)

Report

Customer account statement sent via batch job- is there an email history?

Hi,

There is no good control in the standard Dynamics for the customer account statements, in terms of reviewing history(tracing) of sent statements. You have to dig into the batch jobs and sent emails history.

I have seen people having customization in this area for better control.

Was this reply helpful? Yes No
André Arnaud de Cal... 300,021 Super User 2025 Season 2 on at

Like (0)

Report

Customer account statement sent via batch job- is there an email history?

Hi Sha02,

Is your question related to Dynamics 365 or Dynamics AX, or both? You now used to contradicting tags in your question.

Was this reply helpful? Yes No
Suggested answer

Navneeth Nagrajan 2,215 Super User 2025 Season 2 on at

Like (0)

Report

Customer account statement sent via batch job- is there an email history?

Hi Sha02,

For checking whether the customer statements have been sent successfully, you can refer to the SysEmailHistory table or navigate to the screen mentioned below System Administration -> Setup -> Email -> Email history. If there is an entry in this table and if the Email status is marked as Sent it means the email has been sent successfully, however, there is no mechanism to track if customers have received that email.
Sample screen clip.

Hops it helps. Happy to answer questions, if any.

Was this reply helpful? Yes No