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Collection process - sending reminder emails

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Posted on by Bharath jain

1,443 Super User 2025 Season 2

Hi Experts,

I have a scenario were i am stuck with standard.

This the business requirement, i need to just send an email using collection letter process automation.

Collection Letter process:

Polite reminder – 5 days before due date
1^St Reminder – 10 days after due date
2^nd Reminder – 20 days after due date
3^rd Reminder – 30 days after due date

I have done the collection process setup. i need an email to trigger 5days before the invoice due date

when I run simulation on 18th July system is considering 2 invoice one is due on 22nd and one is due on 23rd. Ideally it should pick just 1 which is due on 22nd.

Any suggestions.

Regards,

Bharath Jain

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Dynamics 365 Finance

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Abhilash Warrier 5,426 Super User 2025 Season 2 on at

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Hi Bharath,

When you run a Collection Letter simulation, the system evaluates all documents within the reminder setup range. Here's what’s happening:
You're running it on July 18

“Polite reminder” is configured for 5 days before due date

Invoice due on July 22 = falls exactly 4 days ahead

Invoice due on July 23 = still falls within the 5-day rule because it's 5 days ahead

D365 uses “less than or equal to” logic for days-based reminders. So, both 22nd and 23rd fall within scope on the 18th.

D365 uses "less than or equal to" (<=) evaluation for date-based automation. It doesn’t check for “exact match” to due date - 5 days, which is what you were expecting.
So, this is working as designed—but understandably confusing when you're expecting precision.

If you want to restrict the trigger to only invoices due exactly 5 days ahead:

You’ll need a custom query or extension logic that evaluates: Invoice Due Date = Simulation Date + 5

Alternatively, filter manually after simulation before sending emails, or use collection stages with tighter date controls and status filters.

If this helped, please mark it as "Verified" for others facing the same issue.
Keep in mind that it is possible to mark more than one answer as verified.

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi Bharath,

The logic isn't considering to have July 18 included as one of the 5 days. If you use 5 days, the calculation is 18 + 5 = 23.

The best what you can do is using the value 4 for this setting.

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Yng Lih 1,565 on at

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I agree with Abhilash Warrier. D365 uses “less than or equal to”. Thus, invoice 23rd is picked up.

So, workaround suggestion from André Arnaud de Cal... of value 4 will work to bypass this.

If this helped, please mark it as "Verified" for others facing the same issue. Thank you.

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