Is it possible to have multiple distribution lists for one customer?

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Posted on by mstallone

We send free text invoices to customers through e-mail. We have one customer who has two agreements with us and would like to be invoiced separately for those agreements. He would also like those agreements to go to separate distribution lists. Is there a way to set up multiple e-mail distribution lists in Dynamics so that the invoices can be appropriately routed?

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Satish Panwar 14,651 Moderator on at

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RE: Is it possible to have multiple distribution lists for one customer?

Hi mstallone,

You can setup multiple emails on the customer master, however you don't have an option to use 1 in some cases and others in few others. it's a consistent setup unless you do it specifically on the free text invoice. Check print management on the Free Text invoice.

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Satish Panwar

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RE: Is it possible to have multiple distribution lists for one customer?

some options exists in OOB D365FO

For advanced distribution and formatting, there is free version of DocCentric which would fit the purpose