BC2GO-Reminders
Required team member roles
KU-FI (Key User Finance)
Requirements
- Basic setup Microsoft Dynamics 365 Business Central
- Basic knowledge regarding the operation of Business Central (Solution 34 - Business Central Basics)
Effort
1.5 hours
Goal of the implementation
After implementing this solution, you will be able to automatically create reminders, which you can then send to your customers after an inspection.
Table of contents
| Workpackages | Description |
|---|---|
| Preparation | You will be given some preparatory tasks so that you can successfully complete the following tasks. |
| Setup | You will be guided step by step through the module set-up and learn all relevant background information on the set-up fields. |
| Data adjustments | After the module has been set up, data adjustments are necessary with regard to the customers. Specifically, the dunning methods have to be updated. You will be guided through this process step by step. |
| Training | You will be trained in the following processes: - Create reminders - Register reminders - Send reminders |
| ASSETS |
|---|
| Configuration package for updating customers |
| Video: Set up dunning methods |
| Video: Set up dunning levels |
| Video: Adjust dunning methods in customers |
| Video: Create reminders |
| Video: Register reminders |
| Video: Send reminders |