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Saturday, July 11, 2020

Setup an alternate email ID for workflow notifications for your users

There is a new feature under the Feature management area that you can enable to set up an email ID for your users dedicated to workflow-related notifications in D365 Finance and Supply Chain.

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When you enable this new feature, you will see a new field named “Alternate email” on the User Options page under the Workflow tab. When you specify an email ID here for the user, all their workflow-related notifications will be sent to this email ID.

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If you leave this field blank, the workflow emails will be sent to the email ID setup under the sender email field.

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How will this feature help you?


Let’s say you have set up D365 Finance to send Payment advice to vendors for ACH payments and users in the Accounts Payable team would like this payment advice to be sent from the Accounts Payable email alias, instead of their specific email ID. These users in the AP team also receive workflow notifications for the various workflows that they are a part of. For a situation like this, you can set the “Sender email” to be the Accounts Payable email alias and set up their user email ID under the Alternate email data field.




2 comments:

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    Payment Optimization

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