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email quote pdf -- to whom?

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Posted on by Community Member

The button on the quote does everything it's supposed to as far as the document goes. However, the email is addressed to the company rather than the contact. I believe the address comes from the potential customer field. We would rather not change that to the contact instead of the account.

Is there any way to reconfigure this to pull the/a contact lookup into the activity party rather than potential customer?

TIA

-md

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CU03051010-0 2 on at

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email quote pdf -- to whom?

If you set up a business rule, to set Potential Customer to contact, if there is a contact on the opportunint.

Then the PDF will put the contact in the email and not the account.

I think this is what you want.
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RE: email quote pdf -- to whom?

I will pass along your findings.

thanks!
Matt Collins-Jones 230 User Group Leader on at

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RE: email quote pdf -- to whom?

I think bandwidth is more of an issue with collaboration tools like Teams, I would be surprised if there was an issue with Power Automate and if it's not been announced by Microsoft (like they did with Teams with reducing polling on status' and video calls quality) I would not believe it.

Testing it out in my own D365 environments, it's running instantly so I don't know why your colleague thinks this, but my testing it not pointing towards any issues.
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RE: email quote pdf -- to whom?

I believe it falls under the general category of bandwidth. There has been a dramatic increase in remote working for obvious reasons. Maybe it has something to do with departing from real digital programming in favor of string representations of everything in web api.
Matt Collins-Jones 230 User Group Leader on at

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RE: email quote pdf -- to whom?

I have not heard that and I don't know why there would be a higher demand now than any other time so I wouldn't take that as the truth unless you see an announcement from Microsoft. It's not instant for CDS/D365 but it's within a few minutes, usually under 1 minute to trigger. Similar to Classic Workflows.
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RE: email quote pdf -- to whom?

Kind of what I figure. Again, the document is fine.

One of my guys just announced that Power Automate has been throttled back by Microsoft because of high demand. Polling has been set at every two hours. So, if I have to go there to build an email record I could have users waiting up to two hours to send a quote.

Anyone else want to confirm what Matt and I believe?
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Matt Collins-Jones 230 User Group Leader on at

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RE: email quote pdf -- to whom?

Hi Tally,

As far as i know, this is not configurable, it goes to the potential customer, be it the account or contact's email address.

You can convert any word template to a PDF using Power Automate. This is an old blog i wrote showing how to convert using OneDrive for Business but there are other methods.

www.d365geek.co.uk/.../Word-Templates---Advanced-Features

You can also use Power Automate to create an email record and add the attachment to the email instead of in the notes.

Hope this helps.

Matt