E-Mail Notifications in Dynamics AX 2012

E-Mail Notifications in Dynamics AX 2012

In my first posts I have shared the collaboration offering by MS Dynamics AX 2012, and Alert management in MS Dynamics AX 2012, in this post I will walk through the sending e-mail notification in MS Dynamics AX 2012 based on notifications (alert rules) in MS Dynamics AX 2012. An automatic notification triggered by changes and sends an e-mail to a specific user accordingly.

e-Mail notification is a facility to let MS Dynamic AX 2012 sends e-mail messages based on the alert management notifications and enables the user to open MS Dynamics AX 2012 through a link in the email body

You have to finalize the steps in Alert Management in MS Dynamics AX 2012

Hereunder the list of the steps of e-mail notifications starting from configuration, setup, administration, and end with the execution

MS Dynamics AX 2012 email notification

 

  Configuration The prerequisites should be configured first in order to receive an email message based on an alert notification; you have to ensure that you have them all together, and there are configuration options available according to your needs 1- Click area page node System administration, common forms, users, users 2- Select user ID, and click on Options 3- Options form will pop up, under General option, enter email address which the user will receive message which sent by MS Dynamics AX 2012 MS Dynamics AX 2012 email notification

 

Setting Here you will setup the email parameters (outgoing server SMTP), and email templates. 1- Click area node page System administration, Setup, System, e-mail parameters 2- E-mail parameters form will popup, enter the following information Outgoing mail server SMTP, SMTP port number, user name, password, attachment size, and path (This need technical consultant involvement) MS Dynamics AX 2012 email notification

 

Here you will enter the email message body;

1- Click area Organization administration, Setup, Email templates

2-
Create new email template (Ctrl + N), enter email description, select language, sender name, and sender email.

3-
In the lower pane, create new line (Ctrl + N), select language, enter subject, and layout (HTML, or XSLT) here I will use HTML MS Dynamics AX 2012 email notification

4- Click on e-mail message button 5- Email editor form will pop up here you can enter the message that will appear to the user, it could be HTML code in order to enter hyperlinks in the message body.

MS Dynamics AX 2012 email notification ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- 

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MS Dynamics AX 2012 email notification                  

Here you’ll identify the email template into MS Dynamics AX 2012 system parameter, if this step is not done you will receive an error message during triggering the e-mail that should be sent   1- Click area System administration, Setup, system parameter 2- System parameter form will popup, under alert node, select the e-mail ID.

MS Dynamics AX 2012 email notification

Administration There are two main tasks in administration, the first is following up on email sending status and the second is the messaging batch. There is a specific job must be run to let the email messages engine working out and sends the emails to users, this job could be automatically run as batch job “I will cover batch jobs setup in another blog post”, or could be manually run. The administrator following up on the email queue by the following steps:- 1- Click area node System administration, periodic, email processing, and e-mail sending status 2- Email sending status form will popup administrator could restart sending the message, and view its content.

MS Dynamics AX 2012 email notification

 

The batch could be run manually as the following:- 1- Click area node System administration, periodic, email processing, and Batch 2- The batch form will popup. Click OK.

MS Dynamics AX 2012 email notification

 

Execution The execution of the email notification is triggered by an alert rules, or a workflow notification, then MS Dynamics AX 2012 send an e-mail message. 1- The user will receives an e-mail message.

MS Dynamics AX 2012 email notification 

2- Click the hyperlink; you will receives a popup to access MS Dynamics AX 2012 client, and then the clinet will start up on the form.

MS Dynamics AX 2012 email notification

 

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Comments
  • Hello Mohamed Aamer,

           I followed those steps above, but I could not send . The status in Email sending status  is Failed after I run Batch. In Email parameters form, I entered

    Out going mailserver is : smtp.live.com or smtp.gmail.com

    Local computer name   : (blank)

    SMTP port                        : 587

    Username                       : my account

    Password                        : my password

    Use NTLM                        : (uncheck)

    ....

    Please help me to solve that issue. Thanks so much

    Thao.Le

  • Hello Thao.Le

    This may happens because of the following:-

    1- Check out email paramters setting (SMTP)

    2- Check out user email setting (Receiver email)

    I recommend to try domain SMTO (you company out goining server) just to check your setups, and configurations.

    Feel free to contact me for further help.

    Regards

  • Hello Mohamed Aamer,

           Thanks for your reply, at the present I use google application for our mail. That's why I try to test with out going mail server is : smtp.gmail.com

            I entered my gmail account for receiver email ( 1. System administration, common forms, users, users 2- Select user ID, and click on Options 3- Options form will pop up, under General option, enter email address which the user will receive message which sent by MS Dynamics AX 2012 )

            In Email sending status form , Show message, I can see the correct information such as: Email , Email recipients, Subjects..... so I think the issue may be is Email parameters.

             Did you test to send email notification with gmail out going mail server ?  I am facing with that issue :)

    Best regards,

    Thao.Le

  • Hello Thao.Le,

    I have tested it with our local domain SMTP, and it works well with me.

    If you have Team viewer I could jump in and give you a hand, just working together to find it out.

    Regards

  • Thank you for this article, it helped me solve my problem - I was not aware you needed to run the email batch in addition to the workflow batches for emailing workflow alerts!

  • Hello CraigSimmons981,

    Glade this help you out, wishing you best of luck. Enjoy it.

    Regards

  • Hello Mohamed,

    I have tried the steps above, but I could not send any Email. The Email sending status is Failed. I entered the following Email parameters:

    Out going mailserver is : 192.168.0.16

    Local computer name   : diitax2012

    SMTP port                        : 25

    Username                       : none

    Password                        : none

    Use NTLM                        : check

    Please help me to solve this problem

  • Hi Mohamed!

    My leart email remains the same as the template shown in your guide - it does not change into message as in your last screen shot. Could you please advise where should I check?

    Thank you very much

  • Hi Mohamed!

    My alert email does not have the business link like in your last screen shot - it remain as template in your instruction. Could you please advise me where should I check to rectify the error. Thank you very much.

  • hi Mohamed Aamer,

    Thanks for the steps. well i followed them till ADMINISTRATION. Later the execution step is not working out for me. Also, i am not sure of the url for my outgoing server.

    Moreover, can you please help that whether all this could be acheived/tested by writing a job using the sysmailer class.

    Please guide.

    Thanks,

    barkha

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