There are multiple ways in Dynamics to send emails to the users. for sending an email from dynamics we need to configure a few things in the system adminstartion.
Configuration :
Go to System Administrator> Setup> Email> Email parameters
Fill the details in the Configuration Tab as below
Provide the user name and password in the SMTP settings. Fill in the server Name and Port (you can find these details from your EMail > EMail Settings > SMTP settings)
Now Send the test Email to confirm the settings. Make sure "send as" is set to your admin user which you have setup in the step below.
setup the To Mail in below settings and click on "Send test Email"
Sometimes you may get the issue as below.
To resolve the issue, ensure that the Admin Email ID you set up in the User Options > Accounts > Sender Email ID matches the Send As email ID.
Send email from D365 using Email templates and email history tables :
When we are sending mails using Email templates the following terms will be used :
- Email template - Templates stored underOrganization administration>Setup>Organization email templates.
- The underlying tables are SysEmailTable and SysEmailMessageTable.
- Placeholder - a string enclosed within percent (%) symbols. E.g. %placeholder%.
- Email processing table - two tables SysOutgoingEmailTable and SysOutgoingEmailData that store emails to be processed by a batch job. Emails can be found under System administration>Periodic tasks>Email processing>Email sending status
Below is the sample code for sending emails using templates. This code allows us to monitor the email sending history and resend in case of failures.
internal final class DAXSendMailToResponsiblePerson extends RunBaseBatch
{
/// <summary>
/// Class entry point. The system will call this method when a designated menu
/// is selected or when execution starts and this class is set as the startup class.
/// </summary>
/// <param name = "_args">The specified arguments.</param>
public static void main(Args _args)
{
DAXSendMailToResponsiblePerson SendMailToResponsiblePerson = DAXSendMailToResponsiblePerson::construct();
if (SendMailToResponsiblePerson.prompt())
{
SendMailToResponsiblePerson.run();
}
}
public void run()
{
LedgerPeriodCloseTemplateTask ledgerPeriodCloseTemplateTask;
LedgerPeriodCloseProjectTaskTemplateRelation ledgerPeriodCloseProjectTaskTemplateRelation;
LedgerPeriodCloseProjectTask ledgerPeriodCloseProjectTask;
utcdatetime duedate;
LedgerPeriodCloseWorker periodworker;
DirPersonUser dirpersonuser;
while select LedgerPeriodCloseProjectTask
where LedgerPeriodCloseProjectTask.DAXMailRemainder == NoYes::Yes
&& ledgerPeriodCloseProjectTask.DAXMailSentStatus == NoYes::No
{
duedate = DateTimeUtil::addMinutes(LedgerPeriodCloseProjectTask.DueDateTime, -15);
if(duedate <= DateTimeUtil::getSystemDateTime())
{
try
{
ttsbegin;
SysEmailSystemTable sysEmailTable = SysEmailSystemTable::find(LedgerPeriodCloseProjectTask.DAXHMailTemplate);
SysEmailMessageSystemTable sysEmailMessageTable = SysEmailMessageSystemTable::find(sysEmailTable.EmailId, sysEmailTable.DefaultLanguage);
str messageBody = sysEmailMessageTable.Mail;
str subject = sysEmailMessageTable.Subject;
Map placeholderMap = new Map(Types::String, Types::String);
HcmWorker hcmWorker = HcmWorker::find(LedgerPeriodCloseProjectTask.ResponsibleWorker);
if (hcmWorker)
{
dirpersonuser = HcmWorker::findPersonUser(hcmWorker.RecId);
}
placeholderMap.insert("Employee",hcmWorker.name());
placeholderMap.insert("Task", LedgerPeriodCloseProjectTask.Name);
messageBody = SysEmailMessage::stringExpand(messageBody, placeholderMap);
subject = SysEmailMessage::stringExpand(subject, placeholderMap);
SysOutgoingEmailTable outgoingEmailTable;
SysOutgoingEmailData outgoingEmailData;
outgoingEmailTable.EmailItemId = EventInbox::nextEventId();
outgoingEmailTable.TemplateId = sysEmailTable.EmailId;
outgoingEmailTable.Sender = sysEmailTable.SenderAddr;
outgoingEmailTable.SenderName = sysEmailTable.SenderName;
outgoingEmailTable.Recipient = SysUserInfo::getUserEmail(dirpersonuser.User);
outgoingEmailTable.Subject = subject;
outgoingEmailTable.Message = messageBody;
outgoingEmailTable.Priority = sysEmailTable.Priority;
outgoingEmailTable.WithRetries = true;
outgoingEmailTable.RetryNum = 0;
outgoingEmailTable.UserId = curuserid();
outgoingEmailTable.Status = SysEmailStatus::Unsent;
outgoingEmailTable.SessionLoginDateTime = DateTimeUtil::addMinutes(DateTimeUtil::getSystemDateTime(), 2);
outgoingEmailTable.LatestStatusChangeDateTime = DateTimeUtil::getSystemDateTime();
outgoingEmailTable.insert();
if (outgoingEmailTable)
{
SysEmailDistributor::construct().run();
}
ledgerPeriodCloseProjectTask.reread();
ledgerPeriodCloseProjectTask.selectForUpdate(true);
ledgerPeriodCloseProjectTask.DAXMailSentStatus = NoYes::Yes;
ledgerPeriodCloseProjectTask.doUpdate();
ttscommit;
}
catch (Exception::Deadlock)
{
continue;
}
catch (Exception::Error)
{
continue;
}
catch (Exception::Warning)
{
CLRInterop::getLastException();
continue;
}
catch (Exception::CLRError)
{
CLRInterop::getLastException();
continue;
}
}
}
}
public server static DAXSendMailToResponsiblePerson construct()
{
return new DAXSendMailToResponsiblePerson();
}
public client server static ClassDescription description()
{
return "Send Mail remainders";
}
protected boolean canGoBatchJournal()
{
return true;
}
public boolean canGoBatch()
{
return true;
}
public boolean runsImpersonated()
{
return true;
}
protected boolean canRunInNewSession()
{
return true;
}
}Let's send an email with a report attachment to the corresponding email address. In my case, I'm sending the email to the registered vendor's email address when a vendor registers with the vendor portal.
Below is the Method responsible for sending mail with the report stream.
public void sendEmail(System.IO.MemoryStream _mstream, Filename _fileName, str _requestID,Email _mailFrom,Email _mailTo)
{
Map templateTokens;
str emailSubject,emailBody;
Filename fileName;
SysEmailTable SysEmailTable;
var messageBuilder = new SysMailerMessageBuilder();
templateTokens = new Map(Types::String, Types::String);
emailSubject = "Vendor Request Report";
templateTokens.insert("@SYS74341", emailSubject);
templateTokens.insert("@SYS4009003", _fileName);
emailBody = strFmt("A vendor request has been registerd with the vendor request id %1.Please find the attached document for more information.",_requestID);
emailBody = SysEmailMessage::stringExpand(emailBody, SysEmailTable::htmlEncodeParameters(templateTokens));
emailBody = strReplace(emailBody, '\n', '<br>');
emailBody +='<br><br>Thanks,<br>' +'ERPTeam';
messageBuilder.addTo(_mailTo)
.setSubject(emailSubject)
.setBody(emailBody)
.addCC("");
messageBuilder.setFrom(_mailFrom, "ERPTeam") ;
messageBuilder.addAttachment(_mstream, _fileName);
SysMailerFactory::sendNonInteractive(messageBuilder.getMessage());
info(strFmt("Email sent successfully for vendor request %1",_requestID));
}Additionally, below is the report bytes generate method used to generate and send the stream to above method.
public static void generateReportAsBytes(VendVendorRequestNewVendor _vendVendorRequestNewVendor,VendProspectiveVendorRegistrationRequest _vendorRegistrationRequest)
{
System.IO.MemoryStream mstream;
Filename fileName = strFmt("VendorRequest - %1.pdf", _vendVendorRequestNewVendor.RequestId);
Args args = new Args();
PROSendEmailForVendRequest sendEmailForVendRequest = new PROSendEmailForVendRequest();
VendProspectiveVendorRegistrationRequest vendProspectiveVendorRegistrationRequest;
VendProspectiveVendorRegistration vendProspectiveVendorRegistration;
SysEmailParameters sysEmailParameters = SysEmailParameters::find();
try
{
args.record(_vendVendorRequestNewVendor);
// get the report Contract tp intilize the request ID
PRO_vendRequestContractClass vendRequestContractClass = new PRO_vendRequestContractClass();
vendRequestContractClass.parmVendRequestNumber(_vendVendorRequestNewVendor.RequestId);
// Runs the report
SrsReportRunController srsReportRunController = new SrsReportRunController();
srsReportRunController.parmReportName(ssrsReportStr(PRO_VendRequest, Report));
srsReportRunController.parmExecutionMode(SysOperationExecutionMode::Asynchronous);
srsReportRunController.parmShowDialog(false);
srsReportRunController.parmReportContract().parmRdpContract(vendRequestContractClass);
srsReportRunController.parmReportContract().parmReportExecutionInfo(new SRSReportExecutionInfo());
srsReportRunController.parmReportContract().parmReportServerConfig(SRSConfiguration::getDefaultServerConfiguration());
//Set the Printing settings for the report generation
SRSPrintDestinationSettings printerSettings = srsReportRunController.parmReportContract().parmPrintSettings();
printerSettings.printMediumType(SRSPrintMediumType::File);
printerSettings.fileFormat(SRSReportFileFormat::PDF);
printerSettings.parmFileName(fileName);
printerSettings.overwriteFile(true);
// Run the report service class to get the report stream
SRSReportRunService srsReportRunService = new SrsReportRunService();
srsReportRunService.getReportDataContract(srsReportRunController.parmReportContract().parmReportName());
srsReportRunService.preRunReport(srsReportRunController.parmReportContract());
Map reportParametersMap = srsReportRunService.createParamMapFromContract(srsReportRunController.parmReportContract());
Microsoft.Dynamics.AX.Framework.Reporting.Shared.ReportingService.ParameterValue[] parameterValueArray = SrsReportRunUtil::getParameterValueArray(reportParametersMap);
SRSProxy srsProxy = SRSProxy::constructWithConfiguration(srsReportRunController.parmReportContract().parmReportServerConfig());
System.Byte[] reportBytes = srsproxy.renderReportToByteArray(srsReportRunController.parmreportcontract().parmreportpath(),
parameterValueArray,
printerSettings.fileFormat(),
printerSettings.deviceinfo());
mstream = new System.IO.MemoryStream(reportBytes);
// send the stream to send Mail method
sendEmailForVendRequest.sendEmail(mstream, fileName,_vendVendorRequestNewVendor.RequestId, sysEmailParameters.SMTPUserName,_vendorRegistrationRequest.Email);
}
catch
{
throw error(sendEmailForVendRequest.getErrorStr());
}
}Trigger the above methods from Main method. public static void main(Args _args) { DaxvendRequestContractClass contractclass = new DaxvendRequestContractClass(); VendProspectiveVendorRegistrationRequest vendProspectiveVendorRegistrationRequest; VendProspectiveVendorRegistration vendProspectiveVendorRegistration; VendVendorRequestNewVendor vendVendorRequestNewVendor; SysEmailParameters sysEmailParameters; PurchParameters purchParameters = PurchParameters::find(); // Get the data fro Vendor request table for the current vendor VendVendorRequest vendVendorRequest = _args.record(); if (purchParameters.DaxSendEmailForVendorRequest) { select vendVendorRequestNewVendor where vendVendorRequestNewVendor.RecId == vendVendorRequest.RecId; select vendProspectiveVendorRegistration where vendProspectiveVendorRegistration.RecId == vendVendorRequestNewVendor.ProspectiveVendorRegistration; select vendProspectiveVendorRegistrationRequest where vendProspectiveVendorRegistrationRequest.RecId == vendProspectiveVendorRegistration.RegistrationRequest; DaxSendEmailForVendRequest::generateReportAsBytes(vendVendorRequestNewVendor,vendProspectiveVendorRegistrationRequest); } else { checkFailed(strFmt("field %1 in table %2 must be enabled. Please validate the setup in procurment and sourcing parameters", fieldPName(PurchParameters, DaxSendEmailForVendorRequest), tablePName(PurchParameters))); } }
We can also Send Email using standard email alerts, Business events and Power automate flow, we can see that in my upcoming posts.
Thanks !!
No comments:
Post a Comment