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Hi All,
Is there a feature I can enable in D365 to send email reminders for PO approvers to approve Purchase Orders pending for their approval.
They receive the email when the PO are submitted , however if they are busy its forgotten and there are no further email reminders being sent from D365.
Thank you in advance !
Grace
use workflow escalation to send reminder email
Thanks Rahul, can you help me how to do this or any article that speaks about enabling and defining this feature.
Hi Grace,
Take a look at below:
docs.microsoft.com/.../configure-approval-step-workflow
Hi,
You can add more action in the current Workflow with wait condition and execute a Child Workflow (Recurring Send Email) if due date has reached. The child workflow will consist of just the email sending step.
Workflow does nothing else except call child workflow (or maybe does a conditional check first, then only calls the child if it still needs to) and Child workflow does all the later steps.
Take a look at below links:
jukkaniiranen.com/.../
us.hitachi-solutions.com/.../
You can also create a Flow using Power Automate which will loop the users and their open workflow tasks e.g. daily to send a reminder email. You can use the entity WorkflowWorkItemEntity with public name: WorkflowWorkItem.
You can do this via a power automate, there is already a sample template created through which approvers can view their approval requests in the Approvals Center and over email. Once the approver responds an approval or rejection email will be sent to a recipient as a follow up.
Follow the steps below:
1. login to flow.microsoft.com with your credentials.
2. From the left hand side menu click on "Template" >> "Approval" >> and then search for the "Send approval and follow up via email".
3. Click it and setup your template.
Kind regards,
Kirti Singh | Soluzione IT Services
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