> ## Documentation Index
> Fetch the complete documentation index at: https://docs.eftsureinsided365fo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Supplier Communication Tools in Eftsure Inside D365 FO

> Use Eftsure's Comment and Email tools in Dynamics 365 Finance & Operations to contact suppliers, apply message snippets, and track history.

Eftsure inside D365 FO gives you three ways to contact suppliers electronically without leaving the system — a direct **Comment** that reaches the vendor through Eftsure services, a formal **Email** sent via D365's email engine, or a **direct email** sent outside D365 from your mail client (Outlook, Gmail, etc.). This page covers the two in-system methods: Comment and Email.

## Comment

The Comment feature sends a message directly to the email address the supplier registered with Eftsure. It is the fastest way to communicate with a vendor and automatically records the exchange in the Eftsure interaction history.

<Steps>
  <Step title="Select the vendor">
    Open any vendor who is available in Eftsure — from the All Vendors list, the vendor detail form, or any applicable AP form.
  </Step>

  <Step title="Open the Eftsure menu">
    Select the **Eftsure** menu from the ribbon or action pane.
  </Step>

  <Step title="Select Comment">
    Choose **Comment** from the menu options.
  </Step>

  <Step title="Write and send">
    Type your message in the text field and select **OK** to deliver it to the supplier via Eftsure services.
  </Step>
</Steps>

## Email

The Email feature uses D365 data and services to send a formal email to a supplier. Unlike Comment, Email lets you select from multiple recipient addresses for the vendor, apply reusable message snippets, choose an email template, and preview the message before sending. A record of every email sent this way is stored in D365's email history.

<Steps>
  <Step title="Select the vendor">
    Open the vendor you want to contact.
  </Step>

  <Step title="Open the Eftsure menu">
    Select the **Eftsure** menu from the ribbon or action pane.
  </Step>

  <Step title="Select Email">
    Choose **Email** from the menu options.
  </Step>

  <Step title="Set recipients">
    The recipient grid is pre-populated with the vendor's known contacts. Add or remove addresses as needed.
  </Step>

  <Step title="Compose your message">
    Enter your message in the bottom-left section. You can apply a **Snippet** (a reusable text block configured in **Eftsure Parameters > Snippets**) to insert a pre-written message quickly.
  </Step>

  <Step title="Select an email template and preview">
    In the bottom-right section, select the email template you want to use. The preview updates to show what the supplier will receive, including any placeholders resolved with real vendor data.
  </Step>

  <Step title="Send">
    When you are satisfied with the message, select **Send**. The email is added to the D365 outgoing email queue.
  </Step>
</Steps>

<Note>
  Emails are added to the **D365 outgoing email queue** — they are not sent immediately. Delivery depends on your administrator having configured the batch email service. Use the **batch email sending status** button (permission required) to check whether your email was successfully sent. For setup details, see [Configure email in D365](https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/organization-administration/configure-email).
</Note>

### Using placeholders

You can include dynamic placeholders anywhere in your message body or snippets. Eftsure resolves these automatically when the email is generated:

| Placeholder                            | Resolves to                          |
| -------------------------------------- | ------------------------------------ |
| `%CompanyName%`                        | Your company name                    |
| `%DataArea%`                           | D365 data area / legal entity        |
| `%DefaultBankAccount_AccountNum%`      | Vendor's default bank account number |
| `%DefaultBankAccount_AccountNumXXX%`   | Masked bank account number           |
| `%DefaultBankAccount_RegistrationNum%` | Bank registration / BSB number       |
| `%FirstName%`                          | Vendor contact first name            |
| `%LastName%`                           | Vendor contact last name             |
| `%Message%`                            | The snippet message body             |
| `%portalURL%`                          | Link to the Eftsure vendor portal    |
| `%UserEmail%`                          | Sending user's email address         |
| `%UserName%`                           | Sending user's display name          |
| `%VATNum%`                             | Vendor's VAT / tax number            |
| `%VendorAccount%`                      | Vendor account code in D365          |
| `%VendorName%`                         | Vendor name                          |

<Note>
  If you want the snippet message body to appear inside the email template, make sure your email template includes `%Message%` at the correct position.
</Note>

### Setting up email templates and IDs

Before you can use the Email feature, an administrator needs to configure an email ID and link it to an HTML email template. Here is how that setup works:

#### Create a reusable snippet (email body)

Go to **Eftsure Parameters > Snippets** and create a new entry. Use the left-hand editor to write and format your message, and check the right-hand preview to confirm the output. Snippets can include any of the placeholders listed above.

#### Create an organisation email template

Go to **Organisation administration > Setup > Organisation email templates**. If no template exists for Eftsure use, create a new one — fill in all mandatory fields including the **Email message content**. Select **Edit** to open the message content editor, then import and upload your saved HTML snippet template.

#### Link the template in the Email form

When composing an email, the **Template** drop-down in the bottom-right corner of the Email form lists all available email IDs. Select the appropriate one to apply the template. The preview panel updates to reflect the combined output of the template and your current snippet message.

### Reviewing email history

To see a record of emails already sent, use the **Batch email sending status** view. Select any row and choose **Show message** to see the exact content delivered to the supplier.


## Related topics

- [Integration Tools in Eftsure Inside D365 Finance & Ops](/integrations/overview.md)
- [Release Notes — Eftsure inside D365 FO (2024–2025)](/help/release-notes.md)
- [Frequently Asked Questions — Eftsure inside D365 FO](/help/faq.md)
- [Registering API Keys for Eftsure Inside D365 F&O](/integrations/api-keys.md)
- [Troubleshooting Eftsure inside D365 Finance & Operations](/help/troubleshooting.md)