Hi,
In AX 2012 R2, I generated a sales quotation, but when I try to send the quotation via email, there is no email sent? Do I need to set up outlook so that I can send the sales quotation?
Thanks,
we need to create a new e-mail template. This is standard Dynamics AX functionality and can be found in Organization administration | Setup | E-mail templates. Open the E-mail templates form and create the record:
Thanks Rohit,
But where to link this email template back to the Sales Quotation?
In this case, you don’t need to set up an e-mail template. But, you would need to first set up e-mail parameters.
Later, you would need to set up the print management against the customer.
http://technet.microsoft.com/en-us/library/aa834374.aspx
http://blogs.msdn.com/b/axsupport/archive/2013/02/05/emailing-customer-invoices-from-a-batch.aspx - This lets you understand, how a sales invoice can be e-mailed. Similarly, select the “quotation” node in your print management settings to send the quotation as an e-mail.