Send Emails in Dynamics 365 Finance and Operations | SMTP, Email Templates, ER Mapping & Business Document Templates

Overview

This course provides a complete, hands‑on introduction to sending emails from Dynamics 365 Finance and Operations using email templates, SMTP provider, Electronic Reporting (ER), and Business Document templates. You’ll learn how to configure email templates, bind ER data models, use formula designer, configure ER destinations, integrate print management, and send business documents via email.

SMTP Email Configuration

• Test SMTP email configuration

• Validate email delivery

Parameterized Email Templates

• Create email templates

• Add parameters

• Bind template fields to ER data models

Electronic Reporting (ER) Integration

• Download GER configuration models from LCS

• Import GER models

• Configure ER model mapping

• Create containers for email template table records

• Bind data sources to ER models

Formula Designer

• Create calculated members

• Use built‑in functions

• Validate formulas

ER Destinations

• Configure ER destination for email output

• Map ER output to email templates

Print Management Integration

• Configure print management

• Use Business Document templates formatted in ER

• Send business documents via email

Outcome

By the end of this course, learners will be able to configure SMTP, create parameterized email templates, bind ER data models, configure ER destinations, integrate print management, and send business documents via email in D365 FO.