Configure Email Setup in D365 Retail (Commerce)
Email receipts are an environmentally friendly option for processing retail sales. The customer can decide whether to receive a printed receipt, an email receipt, or both. This topic explains how to set up email receipts in Dynamics 365.
Prerequisite
To get started, we must Install/configure a SMTP server to send an emails.
Steps:
1.Connect Dynamics 365 to the SMTP server.
Path to go —- System administration > Setup > Email > Email parameters.
Set the values of following fields:
![](https://www.cloudfronts.com/wp-content/uploads/2021/03/image-15-1024x485.png)
![](https://www.cloudfronts.com/wp-content/uploads/2021/03/image-14-1024x534.png)
2.Email Template setup for receipt
Path to go Organization administration -> Setup -> Email templates.
Create a template for Email receipt.
![](https://www.cloudfronts.com/wp-content/uploads/2021/03/image-17-1024x588.png)
Click on “Edit” and upload email template for the body of the email messages to be sent. Insert the placeholder %message%.
![](https://www.cloudfronts.com/wp-content/uploads/2021/03/image-19.png)
3. Set Email Notification Profile
Path to go Retail and commerce -> Headquarters setup -> Parameters -> Retail parameters. Click on General tab and select the value for “Email Notification”.
![](https://www.cloudfronts.com/wp-content/uploads/2021/03/image-18-1024x491.png)
Click on the value selected for “Email Notification”.
![](https://www.cloudfronts.com/wp-content/uploads/2021/03/image-21-1024x525.png)
4. Set default options for email receipts
Path to go Retail and commerce -> Headquarters setup -> Parameters -> Retail parameters.
Click the Posting tab, and expand the “Email receipt”.
![](https://www.cloudfronts.com/wp-content/uploads/2021/03/image-22-1024x498.png)
After this open Store where you need to configure Email Setup. And select email notification profile.
![](https://www.cloudfronts.com/wp-content/uploads/2021/03/image-20-1024x481.png)
Click on functionality profile of Store
![](https://www.cloudfronts.com/wp-content/uploads/2021/03/image-24-1024x553.png)
Select Email receipt id
![](https://www.cloudfronts.com/wp-content/uploads/2021/03/image-16-1024x482.png)
Run below jobs
1070 – Channel configuration
1090 – Registers
1110 – Global configuration
Now you will get pop up of email receipt from POS after Sales done.
![](https://www.cloudfronts.com/wp-content/uploads/2021/03/image-23.png)
Hope this helps!