Automate Reminders in Dynamics 365 Business Central
Автор: Cyberlyx
Загружено: 2025-05-03
Просмотров: 807
Описание:
Explore Reminders in Microsoft Dynamics 365 Business Central! Learn how to automate reminders to manage overdue payments, improve cash flow, and maintain professionalism with customers. This step-by-step guide covers setting up reminder terms, defining reminder levels, creating and issuing reminders, and automating the process for efficiency. We’ll also show you how to cancel reminders and track entries in Business Central.
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Chapters:
00:00 - 01:00 - Intro
01:01 - 02:38 - Overview
02:39 - 05:36 - Reminder Terms Setup
05:37 - 07:50 - Reminder Level Setup
07:51 - 09:16 - Customer Communication
09:17 - 09:52 - Currencies for Reminder Level
09:53 - 10:56 - Second Reminder Level
10:57 - 13:38 - Create Reminders and Issue
13:39 - 15:35 - Check Issued Reminders and Cancel
15:36 - 18:49 - Reminder Automation
18:50 - 19:34 - Conclusion
#businesscentral #Reminders #AutomateReminders #CashFlow #Dynamics365 #AccountsReceivable #ReminderTerms #OverduePayments
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