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Dynamics 365 CommunityForums Supply chain | Supply Chain Management, Commerce Send sales offer with ...

Supply chain | Supply Chain Management, Commerce

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Send sales offer with and terms of agreeemnet as an attachment with outlook directly from F&O

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Posted on by SK-05031823-0

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Hi,

Is it possible to set up a workflow or something else to send a sales offer and terms of agreement as attachments in a template email directly from F&O?

E.g.

standard heading+sales offer number
sales offer pdf as an attachment
our terms of agreement as an attachment

Email template FO.jpg

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Dynamics 365 Supply Chain Management

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CU26051041-0 4 on at

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Thanks for raising this question. This seems to be a common challenge when working with Dynamics configurations and integrations. Checking permissions, field mappings, and recent system changes is often a good starting point for troubleshooting. Hopefully someone from the community who has encountered the same issue can share a working solution.

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