Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Kyle Rudolf]

Hello – We are looking to setup Reminders in BC and to be able to email them to our customers when we issue the reminders in the system.   Where on the customer card do we input the email address that we want these reminders to be sent to?  I wasn’t sure which contact email the system uses to be able to mass send these emails.  Thank you for the help!

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Kyle Rudolf
Peter Cremer North America
Cincinnati OH
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[Robb Delprado]

From the Related button on the Customer Ribbon, select the Customer option and then the Document Layouts.
This opens the Document Layout page. The Usage must have Reminder and you need to point to Report ID 117.

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Robb Delprado
Senior Trainer and Consultant
New View Strategies
robb@newviewstrategies.com
860.558.8032
Houston, TX
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[Kyle Rudolf]

Robb – this is extremely helpful – thank you!   I had one follow up question – what do you use/see in the community for best practice on the Reminder Levels?   This is new to us, so just wanted to get your feedback from experience…

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Kyle Rudolf
Peter Cremer North America
Cincinnati OH
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[David Wiser]

Usually we have seen clients send reminders monthly for the first couple of levels.  At the higher levels, you can go more frequently.  Maybe 2 weeks between levels or even weekly.  Also the text language gets more firm as the levels go up.

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David Wiser
Sr. Solution Consultant
Tigunia
BCUG|NAVUG Board of Advisors
BCUG|NAVUG Programming Committee
BCUG|NAVUG All-Star
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[Kyle Rudolf]

David,

Thank you – this is very helpful.  For my ignorance, is this what the setup would look like (we are not charging finance charges/fees at this time)?

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Kyle Rudolf
Peter Cremer North America
Cincinnati OH
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