web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

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

collection letters and process automation

(0) ShareShare
ReportReport
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

I have the same question (0)
  • 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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 616

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 460 Super User 2026 Season 1

#3
Syed Haris Shah Profile Picture

Syed Haris Shah 331 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans