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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Collection letters and...
Finance | Project Operations, Human Resources, ...
Answered

Collection letters and automatic distributions to customer

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Posted on by Kristina K 270

Hello

I am starting to take a look at collection letters. According to my understanding, it should be possible to set up a collection letter sequence with only 1 collection letter that can be sent to the customer after a predefined grace period. I have now some questions


  1. Can the distribution and posts of only 1 collection letter be done automatically be posted and sent to the customers email?
  2. If the sequence will be for 2 collection letters, ie 30 days and 60 days after invoice date, can then each collection letter be sent out automatically?



    I have not been able to find any information about this in Microsoft Learn, but if there exist any link och Youtube recording, I would appreciate to receive this. 


  • Verified answer
    Magno Pereira Profile Picture
    Magno Pereira 2,445 Moderator on at

    Hello Kristina,

    You can use the feature, Collections process setup, and Process automation to create and post the collection letters automatically. You can manage both collection letter sequences.

    pastedimage1681340248836v2.png

    pastedimage1681340213909v1.png

    pastedimage1681340363030v3.png

    Then, you can have a job printing the collection letter notes and sending them by email. To send them by email, you need to configure the print management destination.

    pastedimage1681340409270v4.png

    Please let me know if you need more details about each step.

    Collections process automation - Finance | Dynamics 365 | Microsoft Learn

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