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Release notes

Version 3.66.2507.1​

Released July 2025

New features:

  • Upgrade package to support PU66/10.0.42

Bug fixes:

  • Performance and security fixes

Version 3.63.2504.1​

Released April 2025

New features:

  • Add entity placeholders for Vendor payment advice template: Vendor & Payment journal line entities.

Version 3.63.2501.1​

Released January 2025

Bug fixes:

  • Duplicate emails in the To and Cc field will be removed. No duplicate checks of emails is done between To and Cc fields.

Version 3.63.2411.1​

Released November 2024

New features:

  • New placeholders for Sales order Confirmation & Sales Delivery note: @DeliveryAddressEmail@ & @DeliveryAddressEmailName@. The email address comes from the Primary or first email address (non-private) against the delivery address selected for the order

Bug fixes:

  • Vendor payment print management fix for intercompany payments. Previously, the same email template had to be selected in the parent and child entity. Now this is not necessary and can be done at the child level.
  • Minor performace fixes

Version 3.63.2409.1​

Released September 2024

New features:

  • Upload Email template will now save the file as an attachment to the email message record
  • New placeholders for Sales order delivery note: @SalesLineCustRequisitions@ , @SalesLineConfirmedReceiptDates@

Bug fixes:

  • Minor fixes for UI

Version 3.63.2407.1​

Released June 2024

New features:

  • Updated to 10.0.39 (PU 63)
  • EasyDox template data entities included for data migration

Bug fixes:

  • None

Version 3.61.2404.1​

Released April 2024

New features:

  • Attachments on Purchase order lines now included in Emails

Bug fixes:

  • None

Version 3.61.2403.2​

Released March 2024

New features:

  • Placeholders for purchase order exposing the purchase requester and orderers email. (Orderer emails can be multiple if each purchase order lines have different orderers)
  • Placeholder @CreatedByUser@ added to Purchase order. However, this will only work if the CreatedBy is enabled on the PurchTable, else this wil always return Admin by standard MS design.
  • Project related placeholders on the purchase order: @ProjectControllerEmails@, @ProjectManagerEmails@, @ProjectSalesManagerEmails@. These are the emails of the respective people on the project related to the Purchase order header or lines.
  • Global placeholder @CurrentUserName@ now shows the User name of the user running the process.

Bug fixes:

  • None

Version 3.61.2403.1​

Released March 2024

New features:

  • Customer invoice document: added placeholder for invoice due date: InvoiceDueDate
  • Email history will now include the EasyDox template id used to send the email (if used)
  • New entity for Email history: Email history EasyDox
  • New entities for email templates and messages: EasyDox email template, EasyDox email message
  • To & Cc email addresses can take placeholders and Metatags. Wrap the placeholders like @%PlaceholderName%@

Bug fixes:

  • Deleting of users deleted the email template. Now a warning message will be displayed for the same.

Version 3.55.2308.1​

Released September 2023

New features:

  • Enable attachments in email template to be added to Emails. Check the parameters and EasyDox attachment form to see the tables supported
  • Added support for Project invoice report (Document type: Project invoice)
  • Added support for Free text invoice report (Document type: Free text invoice)
  • Added support for Sales Quotation report (Document type: Sales quotation)
  • Renamed the document type in the email template to Template type to remove ambiguity with the attachment document type
  • Open entity details from Placeholders to view the Entity filed list
  • File names are now configurable using placeholders and metatags. Navigate to the messages in Email templates.

Bug fixes:

  • Template drop down in print management is no longer filtered
  • Metatag for entity will now be shown with the placeholder format i.e. @CustAgingEntity.<FIELDNAME>@
  • Metatag renamed @CustCustomerV3Entity.<FIELDNAME>@ Renamed to @CustCustomerEntity.<FIELDNAME>@ i.e. removed the Version (V3) from the placeholder name

Known issues:

  • None

Version 2.55.2305.1​

Released May 2023

New features:

  • Metatags enabled for use in email templates to give more access to different fields

Bug fixes:

  • Best practice fixes

Known issues:

  • Template drop down in print management is filtered and needs to be cleared manually
  • Placeholder new line characters are ignored when generating emails

Version 1.51.2212.1​

New features:

  • None

Bug fixes:

  • Electronic reporting issues with EasyDox resolved
  • Performance fixes

Version 1.51.2211.3​

New features:

  • None

Bug fixes:

  • Fixed issue with extracting value for Global placeholders

Version 1.51.2211.2​

New features:

  • Customer account name & Invoice account name placeholders added to Customer Account statement (Invoice account name is not included) Sales confirmation Sales delivery note

Bug fixes:

  • Invoice account name placeholder: Renamed the description of the placeholder for the Customer Tax invoice document
  • Placeholders form refreshed with new data when placeholders are initialized

Version 1.51.2211.1​

New features:

  • New placeholders for Customer invoice document: Customer account name & Invoice account name

Bug fixes:

  • Fixed issue in EasyDox template form when selecting Send As user

Known issues:

  • Placeholders added for customer invoice to be applied to other customer related reports

Version 1.51.2210.1​

New features:

  • Ability to run the email as a specific user. Works to send email based on that D365 user email address. This helps with less configurations in the email server to allow the from address to be changed.

Known issues:

  • None