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Microsoft Dynamics AX (Archived)

Email reminders?

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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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  • udaY-ch Profile Picture
    5,173 on at

    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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