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Automatic Email to Customer to alert of change in confirmed ship date

  • 1.  Automatic Email to Customer to alert of change in confirmed ship date

    Posted Sep 15, 2021 11:26 AM
    What methods are available to me to be able to have our D365 F&O system send an automatic email to the customer if and when the confirmed delivery date on a Sales Line is modified?

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    Lyle Henderson
    IT Manager
    Beltservice Corp.
    Earth City MO
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  • 2.  RE: Automatic Email to Customer to alert of change in confirmed ship date

    Posted 17 days ago
    Just following up on this request for feedback.  Does anyone have any recommendations on how to address this desired functionality?

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    Lyle Henderson
    IT Manager
    Beltservice Corp.
    Earth City MO
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  • 3.  RE: Automatic Email to Customer to alert of change in confirmed ship date

    TOP CONTRIBUTOR
    Posted 16 days ago
    The best possible solution is probably to automate the order confirmation via print management, and then train your staff to confirm the orders.
    If your staff need an alert to remind them to confirm, you could setup an alert on the table - but that might get annoying very quickly - depending on how many lines get updated. 






  • 4.  RE: Automatic Email to Customer to alert of change in confirmed ship date

    SILVER CONTRIBUTOR
    Posted 15 days ago
    Lyle:

    I have only used alerts to send e-mails based on specific fields being updated, unfortunately the Alert rule has to be set to a specific e-mail address.  I would suggest looking into Power Automate.  We use it to populate an external SQL database with sales order information and I know the connectors and rules you can create are extensive and very flexible.

    Dan

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    Dan Murphy
    Special Projects
    Flexaust
    San Diego CA
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