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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / collection letters and...
Finance | Project Operations, Human Resources, ...
Suggested Answer

collection letters and process automation

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Posted on by alyc100 10

If you set up collection letters in process automation do they automatically get sent to customer or do you still have to create, post and print them?

Thank you

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  • Suggested answer
    Mav Profile Picture
    Mav on at

    Hello alyc100,

    Yes it can , please refer to links below.

     docs.microsoft.com/.../automatic-collection-task-creation

    https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/collections-process-automate#collections-process-setup

    pastedimage1654616930437v1.png

    Let us know if ithis helps.

    Thanks 

    Mark verify if it helped you and thus help others with same queryl

    Mav

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