📄️ Installation and Activation
This quick start is aimed to get you up and going with EasyDox in your Cloud hosted Virtual machine with D365 Finance and Operations.
📄️ Create an Email template
We will create a Sales invoice Email template. This will be used to send out the Sales invoice to the customer.
📄️ Configure Print management
Now we will enable EasyDox in Print management.
📄️ Configure user security
The following security roles are available for EasyDox:
📄️ Send your first email
Create a Sales order with an invoice customer where the email has the purpose of Invoice.