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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Trying to use collecti...
Finance | Project Operations, Human Resources, ...
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Trying to use collections agent as email recipient in collections process

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Posted on by NS-01112137-0 9
We are trying to set up automated credit collections emails to customers. 
I have 30 and 60 day reminders working fine, but the 90 day reminder needs to be reviewed by an internal member of Finance dept prior to sending out.
I am trying to do this by setting up a collections agent team and emailing the team member.
I have set up the team an in collections process setup, it allows me to select the agent.
However, when the automated process runs, it returns error that there is no recipient specified.
 
Is there something I am missing?
Has anyone set this up before?
 
Categories:
Dynamics 365 Finance
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