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We need an annual reminder to a user group to update Form Footer Details

Posted on by 726
We have to update annually footnote details in our Sales Invoices and Sales Orders Forms. Is there a functionality in D365 F&O to achieve this. I was thinking either alerts or cases? Thanks
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    We need an annual reminder to a user group to update Form Footer Details
    Hi Simon,
     
    For the requirement you have, there is one option possible out of the 3 options provided by Kevin. Option 1 and 3 are not possible for Form Footer Details in Dynamics 365 F&O.
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    In D365 F&O we need an annual reminder to a user group to update Form Footer Details
    Hi,

    there are a few ways to achieve an annual reminder to update form footer details for Sales Invoices and Sales Orders. Here are some suggestions:

    1. Use Workflow: You can create a workflow that triggers annually and sends a notification or email to the user group responsible for updating the form footer details. The workflow can include a reminder message and instructions for updating the details.

    2. Utilize Power Automate: Power Automate can be used to create a flow that sends a reminder email or notification to the designated user group on an annual basis. The flow can be scheduled to run at a specific time each year and include relevant information for updating the form footer details.

    3. Configure Alerts: F&O allows you to set up alerts for various events or conditions. You can configure an alert that triggers annually and notifies the user group about the need to update the form footer details. The alert can be set up to appear as a pop-up or send an email notification.

    Best regards,
    Kevin

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