In working with D365FO daily, we’ve come to experience a wide array of less than ideal scenarios. With this, however, we’ve discovered that some of these sticky situations could be solved (or at least begin to be solved) simply through testing email or seeing sent emails. Perhaps you’ve had a conversation with an end-user that went something like this:
Support Desk: Thank you for calling the support desk, how may I help you?
End-User: I’m not receiving workflow emails from D365FO?
Support Desk: Were you getting workflow emails from D365FO and then you stopped receiving the workflow emails? Or have you never received workflow emails from D365FO?
End-User: I was getting workflow emails from D365FO but then I stopped getting the workflow emails.
Support Desk: Have you checked your junk folder?
End-User: Yes, there’s nothing in my junk folder.
The conversation potentially resulting in a time-consuming screen share, a frustrated user… and your tested sanity. Or maybe, you’ve been left wishing for the ability to test emailing without processing a workflow or posting a record while setting up email in D365FO? In scenarios like these, wouldn’t it be nice to just take the support call and test the user’s D365FO email yourself? Or maybe look at a log of all the D365FO emails that have been sent to see if the user’s emails really are failing to send or if the emails are not being generated for the user at all? Although these may not solve all your problems, it could remove some of the back-and-forth and some of the basic frustration. Lucky for us, D365FO has the tools to check sent emails and to send a test email to a specific email address. These tools are extremely useful and help us with the problems described in both scenarios above (and hopefully alleviate some of your unnecessary tension).
How can we test emailing?
For D365FO, testing email and confirming success can be done in just a few steps:
- Go to System Administration > Setup > Email > Email Parameters > Test Email > populate the File Provider field > enter the person’s email address that you want the test email to be sent to in the Sent To field > click Send Test Email > you will receive an info bar indicating if the test was successful.
- If the email was successful, then the test email will appear in the Sent To person’s email Inbox. You’ll also noticed that a test file is also attached to the test email. This allows you to see if email attachments are also working correctly.
- If you set the Email provider field to Exchange, the sent email will appear in your Outlook Sent Items email folder.
How can we see sent emails?
Thankfully, you can go through the process to check sent emails in a few easy steps as well:
- Go to System Administration > Periodic Tasks > Email Processing > Batch Email Sending Status. Here you will see a list of the emails send from D365FO. If the Status = Failed and you wish to re-send the message, click on the Failed line, and click Restart Send.
- If all the tests are successful, check the user’s User Options to ensure the user has not disabled their D365FO workflow emails. To check the user’s User Options, go to System administration > Users > Users > find the user in the list > click User Options.
- Click Workflow > under Notifications, see if the Send notifications in email field are set to Yes. If the Send notifications in email field are set to No, then the user will not receive workflow emails.
Even though the D365FO email test and seeing sent emails may not fix every problem, these results can be used to troubleshoot the issues and communicate more effectively with the end-users. I hope this feature helps to eliminate some of the frustrating nuances of testing emails and seeing sent emails… and please don’t hesitate to contact us for any more D365FO questions or tips!