This video post shows you how you can attach documents such as a dunning letters to Emails that you send out to customers. If no Email is provided a document is automatically printed and can be send by letter post. In case an invalid Email address was setup, the bouncing Emails are tracked through MS Flow and other products of the MS stack. All the things shown in the video can be achieved in the D365FO standard application in combination with products from the MS stack without making any system modification. Hope you enjoy and see you next time.
Note: If you run the latest MSDyn365FO version the Email transfer might not work in the way illustrated in the post because of a system bug. To overcome this bug, you need a hotfix installed. Details thereof can be found on LCS by searching for the issue ‘235081eMail source account setup on Electronic reporting destination setup is not stored’
Harald Nagel said:
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juan S Grijalba said:
Hello, thanks for sharing. I prefer the video format better. Seeing it visual makes things a lot more clear than just print and screenshots.
Hi, very well done and very helpful. Will it also work on older AX versions (e.g. AX2012R3)?
Ludwig Reinhard said:
Hello Tilman, The document attachment and print management settings work exactly the same as in AX2012R3. The email Setup is, however a bit different. What won’t work out of the box in an on-prem AX2012 R3 Environment is the MS Flow integration that I used for tracking bounced emails.
Many thanks. It’s very clear.