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CREATING AUTOMATIC EMAIL

CONFIRMATIONS

Dynamics AX | Sales | X++

Automating e-mail communication is a great way to streamline your business processed. One example of doing this would be to have sales order confirmations sent out when they are approved within the ERP system.

You can do this through workflows if you want, but in this example we will show how you can add a small function to Dynamics AX that will automatically send the confirmations through your local SMTP server, without the user having to even touch their e-mail system.

2012. All rights reserved.

Make Sure That

Your SMTP

Parameters Are Set

The first step is to make sure that you have the SMTP server registered and configured correctly within Dynamics AX. To do this go to the System Administration Setup System Email Parameters.

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Create An E-mail

Template

Rather than hard code the e-mail body, we are going to take advantage of the e-mail templates functionality that is built into Dynamics AX. You can find the e-mail templates in the Organization Setup E-Mail templates form.

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Create An E-mail

Template

After you open up the form, you will want to create a new template.

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Create An E-mail

Template

And also create a new e-mail layout.

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Create An E-mail

Template

When you open up the layout, you can paste in the e-mail body that you want to use.

For the dynamic sections of the e-mail, place tokens surrounded by %.

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Create An E-mail

Template

After you have done this, you can preview the e-mail.

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Find Your Form To

Extend

Now we want to start creating a little bit of X++ code. But before we do that we want to find the form that we want to modify. For this example, I want to override the Conformation button on the Sales Order form. To find the form name, I just opened up the Personalization form, and it will give me the real form name.

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Find Your Form To

Extend

From there, we can open up AOT and can drill down into the ActionPane items and find the Confirm button that we want to override.

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Create A New

Project

Rather than change the form directly, its better to wrap the code within a project. So we will create a new project.

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Add Your Form To

The Project

Now we will drag the form design from AOT over to the project.

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Override The

Original Method

Now we are going to add our own code to the form for the e-mail. To do this, we will override the clicked method on the form.

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Override The

Original Method

That will open up the X++ code editor for us. Notice that the method already has a super() function that will call down to the lower level code, so here we just need to add our own code either before or after this function.

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Create Your Email

Event

To start off we will create a couple of variables to load in the Email Template, and also set a default recipient email address.

Also, after the super() function we will perform a sendEmail. This function will create an e-mail and send it through the default SMTP server. This is a little different from the normal method which requires the e-mail to be sent through the users e-mail package.

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Create Your Email

Event

To make this a little more dynamic, we will find the customer record for the customer that is referenced in the sales order, and then find their e-mail.

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Create Your Email

Event

Finally rather than just sending out a form letter with no personalization, we will create a mapping variable, and tell the system to replace all of the tokens that we have in the email with the values from the sales order.

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Configure Your

Customer Contact

Preferences

Now we can test the function. Before we do that though, make sure that you have a default e-mail address assigned to the customer.

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Send Your

Confirmation

Now we will click on the Confirmation button and see what happens.

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Sending Your

Confirmation

I set a break point on the function just so that I could make sure that its running correctly, and it looks like it is.

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Sending Your

Confirmation

And also all of the standard logic is working as well.

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Sending Your

Confirmation

If you look at the Email Sending Status in the System Administration menu, you will also be able to see the e-mail as it is queuing up to be sent.

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E-Mail Sent

And now the customer also receives a confirmation without ant e-mail interaction from the customer service rep.

Very Cool.

About

Murray Fife