Nice post that describes how to send e-mails using e-mail templates : https://dynamicsaxinsight.com/2019/01/30/d365-send-email-in-xpp-using-email-templates/
Category: Email Templates
AX / D365FO – Creating Email Body with Dynamic Table (with Docentric free edition)
With Docentric AX Free Edition you can: use an advanced HTML editor to format email bodies within D365FO, pick a placeholder from a list of available placeholders for the current email, if you need to create a dynamic email body. Read this article to learn how : https://ax.docentric.com/improved-email-templates-creating-email-body-dynamic-table/?toolbarclose=yes
AX – D365FO – Configure email (SMTP/Exchange) and email template
The behavior of the email subsystem is influenced by a combination of administrator configuration, user configuration, and user choices. As an administrator, on the Email parameters page, note the following settings on the Email providers tab. The Batch email provider specifies which email provider will be used to send emails that are sent by processes in a batch or non-interactive manner. … Continue reading AX – D365FO – Configure email (SMTP/Exchange) and email template
AX – D365FO – Create an email template for the users in the sales department and marketing
Go to --> Sales and Marketing > Setup > Campaigns > Email template Create new Fill in name and subject Add a variable to the email text if needed (i.e. %PERSONNAME%)