Knowledge Base - Smart Flows

E-mail (Microsoft Dynamics 365 for F&O)

The E-mail (Microsoft Dynamics 365 for F&O)  flow block creates and sends e-mails from your Microsoft Dynamics 365 F&O account.

Email Finance and Operations.png

Flow Block Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

Flow block customization buttons

You can further customize your flow block's parameters in several ways

  • Linked field icon'.png Users can use linked fields to map data from your data set(s).

  • User editable field icon.png Users can use edit fields to customize the flow block.

  • Delayed Output Icon.png Using delayed output settings to wait for signatures or file names of completed documents.

Flow Output

The Flow Output section shows all the output parameters that are available for the block. When checked, the value of the output parameter are presented to the user who is executing the flow. Each setting that composes this output information is described in detail below:

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Index No.

Field Name

Description

1

E-mail

When checked, a link is provided to the e-mail history.

Configure addresses

Configure Adresses.png

Index No.

Field Name

Description

1

From

Fills in the From field for your e-mail. If you don't specify an address, the system uses the current user's e-mail address (the user running the flow). We recommend users map to a regular field for this setting as it only support simple strings.

2

To

Fills in the To field for your e-mail. We recommend users map to a regular field for this setting as it only support simple strings.

3

CC

Fills in the CC field for your e-mail. We recommend users map to a regular field for this setting as it only support simple strings.

4

BCC

Fills in the BCC field for your e-mail. We recommend users map to a regular field for this setting as it only support simple strings.

E-mail message

Email Message.png

Index No.

Field Name

Description

1

Subject

Fills in the Subject field of your e-mail.

2

Message source

Defines where get the content of your message with the following options: Rich text The system uses the text you enter into the message source field. , Document Uses a generated document from within the current flow. , Template Uses the message source set by the template. .

3

Message

Fills in the body of your e-mail.

Attachments

Attachments.png

Index No.

Field Name

Description

1

Documents

Defines which documents created during the flow to attach to the e-mail.

2

Assets

Sets the preexisting assets not created during the flow to attach to the e-mail.