Send Email with invoice as attachment using Electronic Reporting – Microsoft Dynamics 365 for Finance and Operation

Scenario:

Send Email with invoice as attachment thru electronic reporting

Solution:

Follow the below steps:

  1. Go to Electronic reporting workspace
  2. Click on the Electronic reporting destination

Screen Shot 2020-04-15 at 12.37.06 pm.png

3. Add new record in file destination grid settings type Émail’

Screen Shot 2020-04-15 at 12.38.33 pm.png

4.  Do the settings on the destination screen as below

Screen Shot 2020-04-15 at 12.41.05 pm.png

 

5. On To Field click Edit , click  and select print Management Email

Screen Shot 2020-04-15 at 12.42.43 pm

6. For above settings of Email Source account , click on link button before delete button ,it will open the formula designer , you need to select the field AccountNum (customer account number)

It will select the customer email defined on the customer Master contact details as primary

Screen Shot 2020-04-15 at 12.46.24 pm.png

 

7. click Save and close the formula designer form

8. click on the next two forms and now you can test the email by running the invoice print using print management

 

 

Leave your comments below  if you are facing any issue.

 

To send SSRS report in Email as attachment, please check below link

 

Send email thru code with Report as attachment – Dynamics 365 Finance and Operations

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