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how to configure custom workflow email notification in step ii assign the custom email template group to workflow action the assignment of newly created email template group created in step 1 is done during the creation of workflow notification configuration access manage workflow email configuration from action search or admin center employee files manage workflow email configuration email workflows best practices and examples that turn email workflows what are they and why are they important to begin discussing what an email workflow is we first need to call into focus something you probably already know every single one of your potential customers is a unique individual with a distinct set of needs configure email settings for the workflow system in this scenario one email template would be used by all workflows that are used across the whole organization the other email template would be used by all workflows that are company specific see workflow types for more information about how each type of workflow is used create email templates after you have determined how many email improved email templates in d365fo docentric ax in dynamics 365 for finance and operations and dynamics ax 2102 you can set up email templates for sending email notifications for retail orders workflows alerts etc often these emails need to include some dynamic information and this can be achieved using placeholders however in order to use placeholders in the built in editor you need workflow emails in ax 2012 timsaxblog i ve been asked to confirm the e mails that are sent from dynamics ax workflows as usual i m working in the demo hyper v image ax 2012 r3 cu9 and that image relies on another hyper v image to run exchange to send emails so i ve downloaded the smpt4dev tool as described in this blog post https blogs msdn microsoft com guide how to configure workflow to send email here is a quick guide how to configure workflow to send email notifications and tasks this feature allows admin users key users to configure no code involved 1 the content of the email notification this content can be simple text to branded html emails there are also macros placeholders that can mail merge the business object free workflow chart templates template resources free download workflow charttemplates online create a workflow chart process workflow and more in minutes with edraw max you can edit the free workflow chart templates to reuse the same workflow steps how to create workflows from workflow templates business to save time when creating new workflows you can create workflows from workflow templates workflow templates are non editable workflows that exist in the generic version of business central the codes for workflow templates that are added by microsoft are prefixed with ms another way to configuring workflow e mail notification governance the purpose of this page is to clarify the steps over the workflow e mail notification configuration configure e mail routing reminders and escalation notifications and schedule the job for notifications overview this document is divided in the following topics
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