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Customer experience | Sales, Customer Insights,...
Suggested Answer

How to send automatic email reminders to customers in D365 when invoices are due in x days?

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Posted on by 155

Hi Team,

How can I use MS Flow to create a flow that will automatically send payment reminder Email to Dynamics 365 for Sales clients with their invoice due in 5 days and after 5, and 10 days? I know it is possible with Business flow in Dynamic 365 but I want to learn how to do it in MS Flow. It is cleaner.

Thank you,

Patrick 

I have the same question (0)
  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    Refer this:

    kaskelasolutions.com/.../

    Hope this helps.

  • Suggested answer
    Naveen Ganeshe Profile Picture
    3,397 User Group Leader on at

    Hello Patrick,

    You can follow the link to achieve your requirement:

    www.syvantis.com/.../how-to-use-microsoft-flow-to-automatically-send-a-weekly-email-of-open-leads-in-dynamics-365

    Addition to above link, you have to put the conditions for checking the invoice due date.

  • Suggested answer
    PS Profile Picture
    23,577 on at
  • Suggested answer
    ashish12 Profile Picture
    3,079 on at

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