Vendor Renewal Reminder Automation in Dynamics 365

This cloud flow automates the process of tracking vendor renewal records in Microsoft Dynamics 365 and sending timely reminders to stakeholders. The flow runs daily, filters vendor renewals based on their renewal date, and automatically notifies stakeholders of upcoming renewals due within the next two months.

Flow Process Overview:

1. Trigger:

   • The flow is scheduled to run daily.

2. Data Retrieval:

   • The flow queries all vendor renewal records in Dynamics 365.

   • It filters records where the renewal date falls within the next 60 days.

3. Email Notification:

   • For each filtered record, an automated email is sent to the relevant stakeholders.

OUTCOME:

This automated process ensures that vendor renewals are proactively managed, reducing the risk of missed renewals and contract expirations. It enhances operational efficiency and improves stakeholder coordination.