How can I send and automatic email for Invoice reminder

(1) Share

Report

Posted on by Community Member Microsoft Employee

Dear all,

When we are sending invoice to our customers, we define in the invoice a due date. Actually when the due date is expired we send to our customers through a specific mail box a first reminder. Then after a certain more delay we send a second reminder. We do this manually actually and we would like to automise this task in an efficient manner.

In order to that our scenario is as follow :

When the invoice is created, then we need to start a background process which will do the following :

- if the invoice due date is passed by 5 days, then we send a first email reminder to the contact person inside the invoice

- The content of the email should list the details of the invoice like : INV Nubmer, list of product, due date

How can I automise this process ?

Step by step guide will help alot

regards

serge

*This post is locked for comments

All responses (6)

Answers (0)

Suggested answer

PS 23,577 on at

Like (0)

Report

RE: How can I send and automatic email for Invoice reminder

Hi Sergec,

Following URLs might help:

www.linkedin.com/.../generate-report-pdf-attach-email-dynamics-crm-ninad-belwalker

www.crmsoftwareblog.com/.../crm-workflow-email-crm-report-pdf-attachment

community.dynamics.com/.../185585

social.microsoft.com/.../how-to-send-email-with-attached-report-as-pdf-in-ms-dynamics-crm-online
Suggested answer

TheMarkChristie 10,328 on at

Like (0)

Report

RE: How can I send and automatic email for Invoice reminder

Hi

You could write some code to do this but why reinvent the wheel?
Community Member Microsoft Employee on at

Like (0)

Report

RE: How can I send and automatic email for Invoice reminder

is this the only way ? not embeded things in CRM ?
Suggested answer

TheMarkChristie 10,328 on at

Like (0)

Report

RE: How can I send and automatic email for Invoice reminder

Hi Sergec

To do this you would need to use Document Core Pack

www.mscrm-addons.com/.../DocumentsCorePack
Community Member Microsoft Employee on at

Like (0)

Report

RE: How can I send and automatic email for Invoice reminder

Thanks for your reply.

Is there a way to generate automatically the invoice PDF and attched it to the email ?

regards
Suggested answer

PS 23,577 on at

Like (1)

Report

RE: How can I send and automatic email for Invoice reminder

Go to settings>>Processes>>New Process>>Give it a name>>Select entity as 'Invoice'-screenshot below:

Set scope to organization and trigger when record is created:

Add step:

Wait until 5 days after due date & send email

Following blog tells you, how to set property of an email (you can then include invoice no. etc.), only check screenshot 3rd & 4th in this URL:

http://www.powerobjects.com/2013/03/18/sending-emails-via-on-demand-workflows-in-dynamics-crm/

Let us know, if you are still facing any issues.