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Set up file action - Email
Activity Flow

You can use the Email file action to exchange files with email.
If the direction is:

  • Source, before the message is run, the defined email account inbox is searched for applicable emails. If found, the attached files of these emails are saved to the Working folder.
  • Target, after the message is run, an email is created using the defined email account, the created file in the Working folder is attached to the email, and the email is sent. The original file stays in the Working folder. If you want to zip the file before sending it by email, do a Zip file action previously to the Email file action. In this case the zipped file is attached to the email.
These email options are available:
  • Exchange server: To send or receive files using a Microsoft Exchange server.
  • IMAP server: To receive files using an IMAP server.
  • SMTP server: To send files using an SMTP server.
  • D365FO email: To send files using the email setup as defined in D365FO.

Application Consultant Application Consultant Start Start Set up file action - Email - Exchange server Set up file action - Email - Exchange server You can use the Email file action to exchange files with email. This topic explains how to set up a file action to send or receive files using Microsoft Exchange server.If the direction is:Source, before the message is run, the defined email account inbox is searched for applicable emails. If found, the attached files of these emails are saved to the Working folder.Target, after the message is run, an email is created using the defined email account, the created file in the Working folder is attached to the email, and the email is sent. The original file stays in the Working folder. If you want to zip the file before sending it by email, do a Zip file action previously to the Email file action. In this case the zipped file is attached to the email. Procedure 1. Click Connectivity studio Integration Design. 2. Click the Connectors tab. 3. In the list, find and select the desired connector of type Azure file storage. 4. Click Edit. 5. You can export connectivity setup and import it in another D365 FO environment. For example, you first set up and test the connectivity setup in a development environment. When finished, you deploy the setup in your production environment. To prevent messing up your production data, use different file locations for your development or testing environment and for your production environment. To strictly distinguish between different environments, you can define unique file action properties for each of your environment types. So, each file action can have a different set of properties for each applicable environment type. Which file action properties are applicable to the current environment is defined in the Environment type field on the Connectivity studio parameters. Example: If set to Development, the file action properties, as defined for environment type Development are applicable. In the Environment types field, select an option. Note: For each file action, you can repeat the sub-tasks for each of your environment types. To set the environment-specific properties of a file action, only change the environment type, find the file action, and set the properties. So, do not create a new file action for each environment type. 6. Expand the File action section. 7. Sub-task: Set up an Email file action with direction Source. 8. Click New. 9. In the Name field, type a value. 10. In the File action field, select 'Email'. 11. Click Save. 12. In the File name field, type a value. 13. Select Yes in the Skip field. 14. In the Email receiver field, select an option. 15. In the Email field, type a value. 16. Define the domain to which the email address belongs. In the Domain name field, type a value. Note: Instead of the domain, you can use a direct URL to indicate the location from which the email with attached file is sent. In this case, fill in the Auto discover URL field. 17. In the Account name field, type a value. 18. In the Password field, or in the Password reference field, type a value. 19. In the Read filter field, select an option. 20. In the Sender filter field, type a value. 21. In the Subject filter field, type a value. 22. Sub-task: Set up an Email file action with direction Target. 23. Click New. 24. In the Name field, type a value. 25. In the File action field, select 'Email'. 26. Click Save. 27. In the Direction field, select 'Target'. 28. Click Save. 29. Select Yes in the Skip field. 30. In the Email sender field, select 'Exchange Server'. 31. In the Email field, type a value. 32. Define the domain to which the email address belongs. In the Domain name field, type a value. Note: Instead of the domain, you can use a direct URL to indicate the location from which the email with attached file is sent. In this case, fill in the Auto discover URL field. 33. In the Account name field, type a value. 34. In the Password field, or in the Password reference field, type a value. 35. In the Send-to address field, type a value. 36. In the Email subject field, type a value. 37. In the Email body field, type a value. 38. Close the page. Set up file action - Email - IMAP server Set up file action - Email - IMAP server You can use the Email file action to exchange files with email. This topic explains how to set up a file action to receive files using an IMAP server.For IMAP, the direction is 'Source'. Before the message is run, the defined email account inbox is searched for applicable emails. If found, the attached files of these emails are saved to the Working folder. Procedure 1. Click Connectivity studio Integration Design. 2. Click the Connectors tab. 3. In the list, find and select the desired connector of type Azure file storage. 4. Click Edit. 5. You can export connectivity setup and import it in another D365 FO environment. For example, you first set up and test the connectivity setup in a development environment. When finished, you deploy the setup in your production environment. To prevent messing up your production data, use different file locations for your development or testing environment and for your production environment. To strictly distinguish between different environments, you can define unique file action properties for each of your environment types. So, each file action can have a different set of properties for each applicable environment type. Which file action properties are applicable to the current environment is defined in the Environment type field on the Connectivity studio parameters. Example: If set to Development, the file action properties, as defined for environment type Development are applicable. In the Environment types field, select an option. Note: For each file action, you can repeat the sub-tasks for each of your environment types. To set the environment-specific properties of a file action, only change the environment type, find the file action, and set the properties. So, do not create a new file action for each environment type. 6. Expand the File action section. 7. Click New. 8. In the Name field, type a value. 9. In the File action field, select 'Email'. 10. Click Save. Note: Keep the default direction: 'Source'. 11. In the File name field, type a value. 12. Select Yes in the Skip field. 13. In the Email receiver field, select an option. 14. In the Email field, type a value. 15. In the Host name field, type a value. 16. In the Port field, enter a number. 17. In the Secure socket options field, select an option. 18. In the Account name field, type a value. 19. In the Password field, or in the Password reference field, type a value. 20. In the Read filter field, select an option. 21. In the Sender filter field, type a value. 22. In the Subject filter field, type a value. 23. Close the page. Set up file action - Email - SMTP server Set up file action - Email - SMTP server You can use the Email file action to exchange files with email. This topic explains how to set up a file action to send files using an SMTP server.For SMTP, the direction is 'Target'. After the message is run, an email is created using the defined email account, the created file in the Working folder is attached to the email, and the email is sent. The original file stays in the Working folder. If you want to zip the file before sending it by email, do a Zip file action previously to the Email file action. In this case the zipped file is attached to the email. Procedure 1. Click Connectivity studio Integration Design. 2. Click the Connectors tab. 3. In the list, find and select the desired connector of type Azure file storage. 4. Click Edit. 5. You can export connectivity setup and import it in another D365 FO environment. For example, you first set up and test the connectivity setup in a development environment. When finished, you deploy the setup in your production environment. To prevent messing up your production data, use different file locations for your development or testing environment and for your production environment. To strictly distinguish between different environments, you can define unique file action properties for each of your environment types. So, each file action can have a different set of properties for each applicable environment type. Which file action properties are applicable to the current environment is defined in the Environment type field on the Connectivity studio parameters. Example: If set to Development, the file action properties, as defined for environment type Development are applicable. In the Environment types field, select an option. Note: For each file action, you can repeat the sub-tasks for each of your environment types. To set the environment-specific properties of a file action, only change the environment type, find the file action, and set the properties. So, do not create a new file action for each environment type. 6. Expand the File action section. 7. Click New. 8. In the Name field, type a value. 9. In the File action field, select 'Email'. 10. Click Save. 11. In the Direction field, select 'Target'. 12. In the File name field, type a value. 13. Select Yes in the Skip field. 14. In the Email sender field, select 'SMTP server'. 15. Click Save. 16. In the Email field, type a value. 17. In the Host name field, type a value. 18. In the Port field, enter a number. 19. In the Secure socket Options field, select an option. 20. In the Account name field, type a value. 21. In the Password field, or in the Password reference field, type a value. 22. In the Send-to address field, type a value. 23. In the Email subject field, type a value. 24. In the Email body field, type a value. 25. Close the page. Set up file action - Email - D365FO email Set up file action - Email - D365FO email You can use the Email file action to exchange files with email. This topic explains how to set up a file action to send files using the email setup as defined for D365FO. For more information, refer to Configure and send email.For D365 FO email, the direction is 'Target. After the message is run, an email is created using the defined email account, the created file in the Working folder is attached to the email, and the email is sent. The original file stays in the Working folder. If you want to zip the file before sending it by email, do a Zip file action previously to the Email file action. In this case the zipped file is attached to the email. Procedure 1. Click Connectivity studio Integration Design. 2. Click the Connectors tab. 3. In the list, find and select the desired connector of type Azure file storage. 4. Click Edit. 5. You can export connectivity setup and import it in another D365 FO environment. For example, you first set up and test the connectivity setup in a development environment. When finished, you deploy the setup in your production environment. To prevent messing up your production data, use different file locations for your development or testing environment and for your production environment. To strictly distinguish between different environments, you can define unique file action properties for each of your environment types. So, each file action can have a different set of properties for each applicable environment type. Which file action properties are applicable to the current environment is defined in the Environment type field on the Connectivity studio parameters. Example: If set to Development, the file action properties, as defined for environment type Development are applicable. In the Environment types field, select an option. Note: For each file action, you can repeat the sub-tasks for each of your environment types. To set the environment-specific properties of a file action, only change the environment type, find the file action, and set the properties. So, do not create a new file action for each environment type. 6. Expand the File action section. 7. Click New. 8. In the Name field, type a value. 9. In the File action field, select 'Email'. 10. Click Save. 11. In the Direction field, select 'Target'. 12. Select Yes in the Skip field. 13. In the Email sender field, select 'D365FO email'. 14. Click Save. 15. In the Email field, type a value. 16. In the Send-to address field, type a value. 17. In the Email subject field, type a value. 18. In the Email body field, type a value. 19. Close the page. End End

Activities

Name Responsible Description

Set up file action - Email - Exchange server

Application Consultant

 		You can use the Email file action to exchange files with email. This topic explains how to set up a file action to send or receive files using Microsoft Exchange server.
If the direction is:
  • Source, before the message is run, the defined email account inbox is searched for applicable emails. If found, the attached files of these emails are saved to the Working folder.
  • Target, after the message is run, an email is created using the defined email account, the created file in the Working folder is attached to the email, and the email is sent. The original file stays in the Working folder. If you want to zip the file before sending it by email, do a Zip file action previously to the Email file action. In this case the zipped file is attached to the email.

Set up file action - Email - IMAP

Application Consultant

 		You can use the Email file action to exchange files with email. This topic explains how to set up a file action to receive files using an IMAP server.
For IMAP, the direction is 'Source'. Before the message is run, the defined email account inbox is searched for applicable emails. If found, the attached files of these emails are saved to the Working folder.

Set up file action - Email - SMTP server

Application Consultant

 		You can use the Email file action to exchange files with email. This topic explains how to set up a file action to send files using an SMTP server.
For SMTP, the direction is 'Target'. After the message is run, an email is created using the defined email account, the created file in the Working folder is attached to the email, and the email is sent. The original file stays in the Working folder. If you want to zip the file before sending it by email, do a Zip file action previously to the Email file action. In this case the zipped file is attached to the email.

Set up file action - Email - D365FO email

Application Consultant

 		You can use the Email file action to exchange files with email. This topic explains how to set up a file action to send files using the email setup as defined for D365FO. For more information, refer to Configure and send email.
For D365 FO email, the direction is 'Target. After the message is run, an email is created using the defined email account, the created file in the Working folder is attached to the email, and the email is sent. The original file stays in the Working folder. If you want to zip the file before sending it by email, do a Zip file action previously to the Email file action. In this case the zipped file is attached to the email.

Activities

Name Responsible Description

Set up file action - Email - Exchange server

Application Consultant

 		You can use the Email file action to exchange files with email. This topic explains how to set up a file action to send or receive files using Microsoft Exchange server.
If the direction is:
  • Source, before the message is run, the defined email account inbox is searched for applicable emails. If found, the attached files of these emails are saved to the Working folder.
  • Target, after the message is run, an email is created using the defined email account, the created file in the Working folder is attached to the email, and the email is sent. The original file stays in the Working folder. If you want to zip the file before sending it by email, do a Zip file action previously to the Email file action. In this case the zipped file is attached to the email.

Set up file action - Email - IMAP

Application Consultant

 		You can use the Email file action to exchange files with email. This topic explains how to set up a file action to receive files using an IMAP server.
For IMAP, the direction is 'Source'. Before the message is run, the defined email account inbox is searched for applicable emails. If found, the attached files of these emails are saved to the Working folder.

Set up file action - Email - SMTP server

Application Consultant

 		You can use the Email file action to exchange files with email. This topic explains how to set up a file action to send files using an SMTP server.
For SMTP, the direction is 'Target'. After the message is run, an email is created using the defined email account, the created file in the Working folder is attached to the email, and the email is sent. The original file stays in the Working folder. If you want to zip the file before sending it by email, do a Zip file action previously to the Email file action. In this case the zipped file is attached to the email.

Set up file action - Email - D365FO email

Application Consultant

 		You can use the Email file action to exchange files with email. This topic explains how to set up a file action to send files using the email setup as defined for D365FO. For more information, refer to Configure and send email.
For D365 FO email, the direction is 'Target. After the message is run, an email is created using the defined email account, the created file in the Working folder is attached to the email, and the email is sent. The original file stays in the Working folder. If you want to zip the file before sending it by email, do a Zip file action previously to the Email file action. In this case the zipped file is attached to the email.
Related to Notes

Set up file action - Email

 		 

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