I struggle with our sales team closing out old opportunities, is there a way that they can receive email reminders when they are due or past due? They also don't fill in all the proper fields and when I pull funnels for reporting, it's not accurate.
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Hi,
You can alert functionality and define the alert based on some conditions. Take a look at the blog,
community.dynamics.com/.../ax-2012-alert-management-part-i-change-based-alerts
/Uday.
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