Streamlining Your Business with Reminder Automation in Business Central

In today’s fast-paced business world, managing tasks and deadlines efficiently is essential. Microsoft Dynamics 365 Business Central offers a valuable feature—reminder automation—that helps businesses stay organized and improve their operations. This blog will explore how automating reminders in Business Central can enhance your business processes.

What is Reminder Automation?

Reminder automation in Business Central allows businesses to automatically send notifications to customers about overdue invoices, upcoming payments, and other critical tasks. This ensures timely payments, better cash flow, and smooth operational management.

Benefits of Reminder Automation

• Improved Cash Flow: Automated reminders prompt customers to settle their dues faster, enhancing cash flow.

• Time Efficiency: Automating reminders reduces manual follow-ups, allowing your team to focus on higher-level tasks.

• Stronger Customer Relationships: Regular, timely reminders keep customers informed and help avoid disputes, improving customer satisfaction.

• Fewer Errors: Automation decreases the chances of human error, ensuring reminders are sent consistently and accurately.

Setting Up Reminder Automation in Business Central

1. Search for Reminder Automation: Begin by searching for the reminder automation feature in Business Central.

2. Click Create Reminders: Start the setup process by selecting this option.

3. Apply Reminder Terms Filter: Filter your customer list based on predefined terms.

4. Set the Cadence: For example, you could choose a monthly reminder schedule.

5. Assign Reminder Terms Code: Make sure your customers are grouped under a "Reminder Terms Code" for proper filtering.

6. Create Reminder: Once everything is set, proceed by creating your reminders.

And Setup it up like this. You can play with different options and filters if you want.

7. Finally, run the automation

Note that if you set up automatic cadence a job queue entry will be created. Running the "Reminders Automation Job” codeunit periodically.

Once the Job Queue runs, you’ll find draft reminders created (if the setup was correct and you have overdue invoices):

Now, set up the automation to issue reminders. Similar to the one just created:

When you run the automation, all draft reminders will go to “Issued Reminders”. From here you can send it manually by email, mark it as sent, and cancel it:

Finally, create the third automation with the action “Send reminders”:

That’s it, now you just have to run your automations or wait for the job queues.

How to Send Custom Email Reminders?

Important, the following new setup will only be available if you enable it from feature management:

Go to Reminder Terms,

After activating, go to “Reminder Terms” and open the card:

Now, you can create different emails for each reminder level via "Customer Communication".

When you open “Customer Communication”, you will see a template like this. You can modify it to your needs.

This is a great way of automating and customizing the reminders for your customers.

• Configure Reminder Terms: Define the terms and conditions for sending reminders, including the frequency and timing of reminders.

• Create Reminder Texts: Customize the content of your reminders to ensure they are clear and professional.

• Schedule Reminders: Set up schedules for when reminders should be sent out, ensuring they align with your business processes.

• Monitor and Adjust: Regularly review the effectiveness of your reminders and make adjustments as needed to optimize their impact.

Best Practices for Effective Reminder Automation

• Personalize Your Messages: Tailor your reminder emails for each customer to increase engagement.

• Maintain Consistency: Ensure reminders go out regularly to support a stable cash flow.

• Track Responses: Monitor customer reactions and refine your approach as needed.

• Integrate Systems: Sync with other systems, like your CRM, for more efficient reminders.

Conclusion

Reminder automation in Business Central is a valuable tool for streamlining operations, boosting cash flow, and improving customer relations. By automating reminders, your business can stay organized, ensuring key tasks and deadlines are managed efficiently, allowing you to focus on growth and success.

Hope this Helps! Happy Coding!!!