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Finance | Project Operations, Human Resources, ...
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Any configuration/ setting for sending reminder notification to approver when the due date is over

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In D365 F&O, can any configuration/ setting be done for sending reminder notification to approver when the due date is over?
 
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  • Verified answer
    Shaluma Profile Picture
    249 on at
    Hi J_Lee,

    The escalation can automatically assign the overdue document to another user, workflow user, or hierarchy user. Microsoft documents this under Approval step > Time limit / Escalation. Configure approval steps in a workflow - Finance & Operations | Dynamics 365 | Microsoft Learn

    In standard D365 F&O workflow configuration, there is no native recurring reminder notification setup to remind the same approver after the due date.

    However, in workflow approval steps, we can configure a Time limit. If the approver does not act within that time, the work item becomes overdue. We can then configure Escalation on the approval step, so the overdue work item is automatically assigned to another user, workflow user, or hierarchy user.

    Workflow editor > Select approval step > Properties > Assignment > Time limit, then configure Escalation > enable escalation path.

      

    If the requirement is to send reminder notifications to the same approver without reassignment/escalation, this is not available as a standard workflow configuration and would require customization, Power Automate, batch job, or an alert/notification extension.



    Thanks,
    Shaluma

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