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Send emails from Dynamics 365 Finance and Operations apps by using the email templates, SMTP provider, Electronic reporting, and Business document templates

This course demonstrates how to work with Case management in Dynamics 365 Finance and Operations apps
SKU: 20034
$149.95
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Course Length: 01 Hour 46 Minutes 32 Seconds
The paid version of this course contains videos for the following: 

Course Outline

Send emails  from Dynamics 365 Finance and Operations apps by using the email templates, SMTP provider, Electronic reporting, and Business document templates

This course prepares you for some of the skills measured for the Core Exam for Dynamics 365 Finance and Operations such as MB-300. Most importantly, it teaches you everything you need to know about Electronic reporting and its designers, using parametrized email templates while sending business documents via email.

Prerequisites
Course 20008: Configure and use Electronic reporting in Dynamics 365 Finance and Operations apps
Course 20006: Configure and use Business Documents in Dynamics 365 Finance and Operations apps
 
At Course Completion
The goal of this course is to enable students to:
  • Test the email configuration via SMTP 
  • Create Email templates with parameters
  • Download GER configuration models from LCS
  • Configure Electronic reporting by importing the GER configuration models
  • Understand and use ER Model mapping designer to create containers for Email template Table records and ER models
  • Understand and use ER Formula designers to create calculated members and use built-in functions for transformation
  • Understand and use ER Model mapping, and formula designers to bind the container's data source of email template to the data model
  • Configure Electronic reporting destination
  • Configure print management to use a Business document template formatted in the ER
  • Send business data by using the email templates