ExFlow Email Setup
Go to: ExFlow Email Setup
To send email reminders, ExFlow Email Setup is needed for each Email Type. Email reminders can be sent manually or by adding a job queue. For setup, read more under section Email Reminders.
Please note that a Business Central standard Email Account must be set to be able to receive ExFlow emails. More information about this can be found at Microsoft Documentation. For assistance regarding this, please contact your trusted Dynamics 365 Business Central implementation partner.
The following Email Types can be utilized:
Unreceived Order
Send reminders when purchase invoice in import journal is matched to an unreceived order.
Recipients can be added in all, one, or several fields to send reminders.
| General | |
|---|
| Email Type: | Unreceived Order |
| Process Type: | Scheduled |
| Description: | Add a description. This will not be added to any email |
| CC Email: | N/A for unreceived order |
| Test Email Address: | Add an email address for test mode. ExFlow will send emails only to this user |
| Send Attachment: | Send attachments will enclose purchase invoice PDF as attachment and users will receive one email per document |
| ExFlow Web URL: | N/A |
| Delay sending (days): | Add No. of days to delay email reminders sent by Job Queue Entries |
| Email Scenario: | Use ExFlow Default if connecting to separate email account with same scenario |
| Recipients | |
|---|
| Approval Groups: | Select and add an approval group |
| Fixed Email Addresses: | Select or add one or several fixed email addresses |
| Purchaser: | Activate to send reminders to current purchaser on order. If purchaser is missing as an ExFlow user, reminder will be sent to email address added on salespeople/purchaser card |
| Email Purchase Coordinator: | Add one email address to send reminders to a specific purchase coordinator |
| Statistics | |
|---|
| Last Sent: | Shows date and time for last sent reminder |
| No. of Email Logs: | Shows No. of email Logs |
| No. Error Entries: | Shows No. of error entries |
Inbox Reminder
Send reminders that approvers have document to approve.
This setting can also be added automatically when running Get Started Wizard
| General | |
|---|
| Email Type: | Inbox Reminder |
| Process Type: | Scheduled |
| Description: | Add a description. This will not be added to any email |
| CC Email: | To include a cc in all reminders, add email address |
| Test Email Address: | Add an email address for test mode. ExFlow will send emails only to this user |
| Send Attachments: | Send attachments will enclose purchase document as attachment and users will receive one email per document |
| ExFlow Web URL: | Add URL to ExFlow Web. This will be added as a link in email |
| Delay sending (days): | Add No. of days to delay email reminders sent by Job Queue Entries |
| Email Scenario: | Use ExFlow Default if connecting to separate email account with same scenario |
| Statistics | |
|---|
| Last Sent: | Shows date and time for last sent reminder |
| No. of Email Logs: | Shows No. of email Logs |
| No. Error Entries: | Shows No. of error entries |
Contract Reminder
Send a reminder if contract expires.
| General | |
|---|
| Email Type: | Contract Reminders |
| Process Type: | Scheduled |
| Description: | Add a description. This will not be added to any email |
| CC Email: | To include a cc in all reminders, add email address |
| Test Email Address: | Add an email address for test mode. ExFlow will send emails only to this user |
| Send Attachments: | N/A |
| ExFlow Web URL: | N/A |
| Delay sending (days): | Add No. of days to delay email reminders from Job Queue Entries |
| Email Scenario: | Use ExFlow Default if connecting to separate email account with same Scenario |
| Statistics | |
|---|
| Last Sent: | Show date and time for last sent reminder
|
| No. of Email Logs: | Shows No. of Email Logs.
|
| No. Error Entries: | Shows No. of Error Entries
|
To send an email if an Exflow User is taged in Chat/Discussion Panel
| General | |
|---|
| Email Type: | Comment Notification |
| Process Type: | Scheduled |
| Description: | Add a description. This will not be added to any email |
| CC Email: | N/A |
| Test Email Address: | Add an Email address for test mode. ExFlow will send all emails only to this user |
| Send Attachments: | N/A |
| ExFlow Web URL: | Add URL to ExFlow Web. This will be added as a link in email |
| Delay sending (days): | N/A |
| Email Scenario: | Use ExFlow Default if connecting to separate email account with same Scenario |
| Statistics | |
|---|
| Last Sent: | Shows date and time for last sent reminder |
| No. of Email Logs: | Shows No. of Email Logs |
| No. Error Entries: | Shows No. of Error Entries |
OMNI Reminder
Send email if system users have something to approve in OMNI Approval Status.
| General | |
|---|
| Email Type: | OMNI Reminder |
| Process Type: | Scheduled |
| Description: | Add a description. This will not be added to any email |
| CC Email: | To include a cc in all reminders, add email address |
| Test Email Address: | Add an Email address for test mode. ExFlow will send all emails only to this user |
| Send Attachments: | N/A |
| ExFlow Web URL: | N/A |
| Delay sending (days): | Add No. of days to delay email reminders from Job Queue Entries |
| Email Scenario: | Use ExFlow Default if connecting to separate email account with same Scenario |
| Statistics | |
|---|
| Last Sent: | Shows date and time for last sent reminder |
| No. of Email Logs: | Shows No. of Email Logs |
| No. Error Entries: | Shows No. of Error Entries |
Rejected Order
Send email if order is rejected.
| General | |
|---|
| Email Type: | Rejected Order |
| Process Type: | Scheduled |
| Description: | Add a description. This will not be added to any email |
| CC Email: | To include a cc in all reminders, add email address |
| Test Email Address: | Add an Email address for test mode. ExFlow will send all emails only to this user |
| Send Attachments: | N/A |
| ExFlow Web URL: | N/A |
| Delay sending (days): | Add No. of days to delay email reminders from Job Queue Entries |
| Email Scenario: | Use ExFlow Default if connecting to separate email account with same Scenario |
| Recipients | |
|---|
| Approval Groups: | Select and add an approval group |
| Fixed Email Addresses: | Select or add one or several fixed email addresses |
| Purchaser: | Activate to send reminders to current order purchaser. If purchaser is missing as an ExFlow user, reminder will be sent to email address added on salespeople/purchaser card |
| Email Purchase Coordinator: | Add one email address to send reminders to a specific purchase coordinator |
| Statistics | |
|---|
| Last Sent: | Shows date and time for last sent reminder |
| No. of Email Logs: | Shows No. of Email Logs |
| No. Error Entries: | Shows No. of Error Entries |
Rejected Quote
Send email if a quote is rejected.
| General | |
|---|
| Email Type: | Rejected Quote |
| Process Type: | Scheduled |
| Description: | Add a description. This will not be added to any email |
| CC Email: | To include a cc in all reminders, add email address |
| Test Email Address: | Add an Email address for test mode. ExFlow will send all emails only to this user |
| Send Attachments: | N/A |
| ExFlow Web URL: | N/A |
| Delay sending (days): | Add No. of days to delay email reminders from Job Queue Entries |
| Email Scenario: | Use ExFlow Default if connecting to separate email account with same Scenario |
| Recipients | |
|---|
| Approval Groups: | Select and add an approval group |
| Fixed Email Addresses: | Select or add one or several fixed email addresses |
| Purchaser: | Activate to send reminders to current quote purchaser. If purchaser is missing as an ExFlow user, reminder will be sent to email address added on salespeople/purchaser card |
| Email Purchase Coordinator: | Add one email address to send reminders to a specific purchase coordinator |
| Statistics | |
|---|
| Last Sent: | Shows date and time for last sent reminder |
| No. of Email Logs: | Shows No. of Email Logs |
| No. Error Entries: | Shows No. of Error Entries |
Rejected Invoice/Credit
Send email if invoice or credit memo is rejected.
| General | |
|---|
| Email Type: | Rejected Invoice/Credit |
| Process Type: | Scheduled |
| Description: | Add a description. This will not be added to any email |
| CC Email: | To include a cc in all reminders, add email address |
| Test Email Address: | Add an Email address for test mode. ExFlow will send all emails only to this user |
| Send Attachments: | N/A |
| ExFlow Web URL: | N/A |
| Delay sending (days): | Add No. of days to delay email reminders from Job Queue Entries |
| Email Scenario: | Use ExFlow Default if connecting to separate email account with same Scenario |
| Recipients | |
|---|
| Approval Groups: | Select and add an approval group |
| Fixed Email Addresses: | Select or add one or several fixed email addresses |
| Purchaser: | Activate to send reminders to current order purchaser. If purchaser is missing as an ExFlow user, reminder will be sent to email address added on salespeople/purchaser card |
| Email Purchase Coordinator: | Add one email address to send reminders to a specific purchase coordinator |
| Statistics | |
|---|
| Last Sent: | Shows date and time for last sent reminder |
| No. of Email Logs: | Shows No. of Email Logs |
| No. Error Entries: | Shows No. of Error Entries |
Contract Invoice Reminder
Send email if contract invoice is missing.
| General | |
|---|
| Email Type: | Contract Invoice Reminder |
| Process Type: | Scheduled |
| Description: | Add a description. This will not be added to any email |
| CC Email: | To include a cc in all reminders, add email address |
| Test Email Address: | Add an Email address for test mode. ExFlow will send all emails only to this user |
| Send Attachments: | N/A |
| ExFlow Web URL: | N/A |
| Delay sending (days): | Add No. of days to delay email reminders from Job Queue Entries |
| Email Scenario: | Use ExFlow Default if connecting to separate email account with same Scenario |
| Recipients | |
|---|
| Approval Groups: | Select and add an approval group |
| Fixed Email Addresses: | Select or add one or several fixed email addresses |
| Statistics | |
|---|
| Last Sent: | Shows date and time for last sent reminder |
| No. of Email Logs: | Shows No. of Email Logs |
| No. Error Entries: | Shows No. of Error Entries |
Unreceived Order - Approved
Send reminders when and approved purchase invoice matched to an unreceived order in Approval Status.
| General | |
|---|
| Email Type: | Unreceived Order - Approved |
| Process Type: | Scheduled |
| Description: | Add a description. This will not be added to any email |
| CC Email: | N/A |
| Test Email Address: | Add an email address for test mode. ExFlow will send emails only to this user |
| Send Attachment: | Send attachments will enclose purchase invoice PDF as attachment and users will receive one email per document |
| ExFlow Web URL: | N/A |
| Delay sending (days): | Add No. of days to delay email reminders sent by Job Queue Entries |
| Email Scenario: | Use ExFlow Default if connecting to separate email account with same scenario |
| Recipients | |
|---|
| Approval Groups: | Select and add an approval group |
| Fixed Email Addresses: | Select or add one or several fixed email addresses |
| Purchaser: | Activate to send reminders to current order purchaser. If purchaser is missing as an ExFlow user, reminder will be sent to email address added on salespeople/purchaser card |
| Email Purchase Coordinator: | Add one email address to send reminders to a specific purchase coordinator |
| Statistics | |
|---|
| Last Sent: | Shows date and time for last sent reminder |
| No. of Email Logs: | Shows No. of Email Logs |
| No. Error Entries: | Shows No. of Error Entries |
On Hold Reminder
Send reminders if a purchase document is set on hold.
| General | |
|---|
| Email Type: | On Hold Reminder |
| Process Type: | Scheduled |
| Description: | Add a description. This will not be added to any email |
| CC Email: | N/A |
| Test Email Address: | Add an email address for test mode. ExFlow will send emails only to this user |
| Send Attachment: | Send attachments will enclose purchase document PDF as attachment and users will receive one email per document |
| ExFlow Web URL: | N/A |
| Delay sending (days): | Add No. of days to delay email reminders sent by Job Queue Entries |
| Email Scenario: | Use ExFlow Default if connecting to separate email account with same scenario |
| Statistics | |
|---|
| Last Sent: | Shows date and time for last sent reminder |
| No. of Email Logs: | Shows No. of Email Logs |
| No. Error Entries: | Shows No. of Error Entries |
Approved Order/Quote
Send an email to the creator of the purchase order/quote when the purchase order/quote is approved.
| General | |
|---|
| Email Type: | Approved Order/Quote |
| Process Type: | Scheduled |
| Description: | Add a description. This will not be added to any email |
| CC Email: | N/A |
| Test Email Address: | Add an email address for test mode. ExFlow will send emails only to this user |
| Send Attachment: | Send attachments will enclose purchase document PDF as attachment and users will receive one email per document |
| ExFlow Web URL: | N/A |
| Delay sending (days): | Add No. of days to delay email reminders sent by Job Queue Entries |
| Email Scenario: | Use ExFlow Default if connecting to separate email account with same scenario |
| Statistics | |
|---|
| Last Sent: | Shows date and time for last sent reminder |
| No. of Email Logs: | Shows No. of Email Logs |
| No. Error Entries: | Shows No. of Error Entries |