Customize transactional mails by mode of delivery

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Nov 9, 2020 Feb 5, 2021

Business value

The content, layout, and data in order notification emails (for example, order received, order ready for pickup, and order invoiced) can now be customized for specific modes of delivery (for example, in-store pickup, ship, and curbside pickup). This functionality is important for contactless shopping scenarios when retailers need to provide specific instructions and guidelines to their customers about the pickup process.

Feature details

In earlier releases, a notification type such as order received or order shipped could only be mapped to a single email template. When an e-commerce site supported multiple modes of delivery, the email could not be tailored to be specific to each individual mode of delivery.

With this release, it is possible to assign a unique email template to each combination of notification type plus mode of delivery. When a single mode of delivery is used for all lines in an e-commerce order, the email template that is mapped to the notification type plus mode of delivery will be used to send the email. If the lines in an order specify different modes of delivery, the default template that is mapped to the notification type will be used.

This release also provides a new order canceled event, so that emails can be sent when an order is canceled from a point-of-sale (POS) terminal or from Commerce headquarters.

To leverage this capability, you must enable the Customize transactional emails by mode of delivery feature switch in Commerce headquarters. Once enabled, the Commerce email notification profile will provide an option to create mappings between notification types and modes of delivery, and assign unique templates to each mapping.

See also

Create email templates for transactional events (docs)