Email templates
Templates
Email templates allows you to define an email template for a specific report. This includes the subject, body and file name of the email. Optionally, you may also add language support by adding multiple versions of the template for different languages.
Navigate to EasyDox > Common > Email template
Create and email template and defines the Name, Description, Document type, Default language, Send as
| Field | Description |
|---|---|
| Name | This is the unique identifier of the email template. This is used to reference the template to use when generating the email. |
| Description | This is a description of the email template for your reference. |
| Document type | This is the document type that the email template is for. This allows to organize the email templates and filtering. |
| Default language | This is the default language of the email template. This is used when the language of the report is not available or the language specific body is not found. |
| Send as | This is the user under which the email will be sent as. This is useful if you want to send certain emails from a different email address. e.g. Sales invoices from a sales email address & Purchase invoices from a purchase email address. If left empty, then the user who is sending the email will be used which could be the batch user if running in batch mode, or the currently logged user if running in interactive mode. However, the batch and interactive user will need access to send as the user specified in the email settings. |
Send As email
Usually the emails generated from Dynamics 365 will be sent out using the executing users email address. However, you may want to send out emails from a different email address. This can be done by specifying the Send as user on the email template. This user will need to have the correct permissions to send as the user specified in the email settings.
Messages
Within each template you can specify multiple email messages each linking to a specific language. This also sets the Subject of the Email.
| Field | Description |
|---|---|
| Language | The language for the specific email message. This is used to determine which email message to use when sending the email. Note: always have an email message with the default language |
| Subject | The subject of the email that will appear in the email being sent |
| File name | The file name of the attachment without extension that will be sent with the email. This can be a static file name or a file name with placeholders. Note: if the file name is left empty, then the file name of the report will be used. |
| Has body | This defines if a body for the email has been entered. In order to add a body, upload the file using the Upload file button on the Email messages section. The following file formats are expected: Html, Docx |
To create an email body:
- Use Microsoft Word document to place the contents with Rich text editing and including images.
- Apply the correct report placeholders / metatags that you would like to see in the email body.
- Then save the document as a .docx file. Then upload the file using the Upload file button on the Email messages section.
- You can preview the email message by clicking on the Preview button on the Email messages section.
- Best practice: Upload the Word file as an attachment so that the document can be retrieved later for editing or review purposes