Set up an email notification profile

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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 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 is 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 has 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. The RetailEventNotificationType enum defines the options in the drop-down list. If you want to add an option to the drop-down list, you must extend the enum.
4. Select the email template you created 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.

Associate the email notification profile with a channel

You can activate the email notification profile by associating it with a brick and mortal store channel, online channel, or call center channel. To associate the email notification profile with a channel, in headquarters, go to the channel form and select the desired email notification profile.

Enable the optimized order notifications processing feature

When the Optimized order notifications processing feature is enabled, the email notification process job is executed in parallel and more emails can be processed at a time.

To enable the optimized order notifications processing feature in headquarters, follow these steps.

1. Go to System administration > Workspaces > Feature management.
2. On the Not enabled tab, in the Feature name list, find and select the Optimized order notifications processing feature.
3. In the lower-right corner, select Enable now. After the feature is turned on, it appears in the list on the All tab, with a status of Enabled.

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

Enable optimized email notification processing

The Optimized order notifications processing feature enables optimized processing of email order notifications. When this feature is enabled, order notification emails are sent by several tasks running in parallel, resulting in higher job throughput.

To enable optimized email notification processing, go to Workspaces > Feature Management and enable the Optimized order notifications processing feature.

Schedule a clean-up batch job for email notification logs

To set up a clean-up batch job in headquarters for cleaning up email notification logs, follow these steps.

1. Go to Retail and Commerce > Retail and Commerce IT > Email and notifications > Clean up email notification logs.
2. In the Clean up email notification logs dialog, configure the following parameters:
   1. Also delete unsent emails - When this parameter is set to Yes, emails that aren't sent successfully are deleted by the clean-up batch job.
   2. Retention days - This parameter specifies the number of days that emails should be kept. Only emails that are older than the number of days specified are deleted by the clean-up batch job.
3. To set up a recurring job that checks and cleans up the email notification logs older than the specified number of retention days, select Recurrence.
4. In the Define recurrence dialog, configure the recurrence pattern.
   • For example, to define a recurrence frequency of three months, under Recurrence pattern, select Months, and then for Count enter the number "3". This configuration has the batch job check and clean up logs every three months.
   • To keep the clean-up batch job running indefinitely, select No end date.
5. Select OK to return to the Clean up email notification logs dialog.
6. Select OK to complete the job setup.

Once the batch job starts, it continues to create subtasks to delete email notification logs based on the parameters until no logs are left to delete. The maximum number of logs that can be deleted by each subtask is 2000. To change the maximum number of logs that can be deleted, in headquarters go to Retail and Commerce > Headquarters setup > Parameters > Commerce shared parameters > Configuration parameters, and then for the NotificationLog_NumOfRowsToBeCleaned parameter, enter a new maximum number.

Next steps

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

Troubleshooting

Check the email notification log

To check the email notification log, follow these steps.

1. Go to https://<environment-URL>/?mi=RetailEventNotificationLog.
2. If email isn't found in the log, then the email notification isn't processed. Verify that the Email notification profile is created correctly.
   1. Go to Modules > Retail and commerce > Headquarters setup > Commerce email notification profile.
   2. In the Retail event notification settings section, verify the email notification type is active.
   3. Select Email ID, in the email template, verify that the sender email, default language code, and email message content are configured correctly.
3. Verify that the Process retail order email notification job is scheduled.
   1. Go to Retail and commerce > Inquiries and reports > Batch jobs.
   2. Find the Process retail order email notification batch job.
   3. Verify that the batch job is executing.

Check email sending failures

To check email sending failures, follow these steps.

1. Go to System administration > Setup > Email > Email history.
2. For any emails where the email status value is Failed, review the error message on the Failure details tab and determine whether corrective actions should be taken. For more information, see Common issues with sending email.

Additional resources

Configure and send email

Channels overview

Channel setup prerequisites

Organizations and organizational hierarchies overview