Set up an email notification profile

This article describes how to create an email notification profile in Microsoft Dynamics 365 Commerce.

When you create channels, you can set up an email notification profile. The email notification profile defines the events of a sales transaction (such as order created, order packed, and order invoiced events) for which you will send notifications to your customers.

For additional email configuration information, see Configure and send email.

Create an email template

Before an email notification type can be enabled, you must create an organization email template in Commerce headquarters for each notification type you want to support. This template defines the email subject, sender, default language, and email body for each supported language.

To create an email template, follow these steps.

1. In the navigation pane, go to Modules > Retail and commerce > Headquarters setup > Parameters > Organization email templates.
2. On the action pane, select New.
3. In the Email ID field, enter an ID to help identify this template.
4. In the Sends name field, enter the senders name.
5. In the Email Description, enter a meaningful description.
6. In the Sender email, enter the senders email address.
7. In the General section, select a default language for the email template. The default language will be used when no localized template exists for the specified language.
8. Expand the Email message content section and select New to create the template content. For each content item, select the language and provide the email subject line. If the email will have a body, ensure that the Has body box is checked.
9. On the action pane, select Email message to provide an email body template.

The following image shows some example email template settings.

For more information about creating email templates, see Create email templates for transactional events.

Create an email notification profile

To create an email notification profile in headquarters, follow these steps.

1. In the navigation pane, go to Modules > Retail and commerce > Headquarters setup > Commerce email notification profile.
2. On the action pane, select New.
3. In the Email notification profile field, enter a name to identify the profile.
4. In the Description field, enter a relevant description.
5. Set the Active switch to Yes.

Add a notification type

To create an email event, follow these steps.

1. In the navigation pane, go to Modules > Retail and commerce > Headquarters setup > Commerce email notification profile.
2. Under Retail email notification settings, select New.
3. Select the appropriate Email notification type from the drop-down list.
4. Select the email template you created above from the Email ID drop-down list.
5. Select the Active checkbox.
6. On the action pane, select Save.

The following image shows some example event notification settings.

Schedule a recurring email notification process job

To send out email notifications, you must have the Process retail order email notification job running.

To set up a batch job in headquarters for sending transactional emails, follow these steps.

1. Go to Retail and Commerce > Retail and Commerce IT > Email and notifications > Send email notification.
2. In the Process retail order email notification dialog box, select Recurrence.
3. In the Define recurrence dialog box, select No end date.
4. Under Recurrence pattern, select Minutes, and then set the Count field to 1. These settings will ensure that email notifications are processed as quickly as possible.
5. Select OK to return to the Process retail order email notification dialog box.
6. Select OK to complete the job setup.

Next steps

Before emails can be sent, you must configure your outgoing mail service. For more information, see Configure and send email.

Additional resources

Configure and send email

Channels overview

Channel setup prerequisites

Organizations and organizational hierarchies overview

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