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

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Posted on by Patrick Mandengue

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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

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RaviKashyap 55,410 Moderator on at

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

Hi,

Refer this:

kaskelasolutions.com/.../

Hope this helps.

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Naveen Ganeshe 3,397 User Group Leader on at

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

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.

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PS 23,577 on at

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

Hi Patrick

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

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ashish12 3,079 on at

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

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

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