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Customers over credit limit

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Posted on by MH-12092052-0

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Hello all, I need your help please.

Some of my customers go over their credit limit; hence, the orders go out.

Is these a way that I can have the system send me an alert when an account goes over its credit limit, if so is this easy to do, is it done thru alerts or workflow, and how to proceed.

So I have around 100 accounts which are over their cl, but I prefer to receive an email in my outlook telling me that XYZ account is over their cl

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Dynamics 365 Finance

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11manish 962 on at

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For most organizations, I would recommend:

Real-time flow when an account first exceeds its credit limit.

Add a flag such as "Credit Limit Alert Sent" to prevent duplicate emails.

Optionally, send a daily summary email of all accounts currently over the limit.

This way, you receive a notification when an account first goes over its credit limit without being overwhelmed by repeated alerts for the same account.

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Abhilash Warrier 8,643 Super User 2026 Season 1 on at

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Configure Change Alerts on the Customer table for the Credit limit field. When the value is exceeded, the system can trigger an alert, need to extend it further with the Power Automate function or Workflow for the email notification.

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Shaluma 240 on at

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Hi,

Standard D365FO alerts are not ideal because “over credit limit” is a calculated condition, not a simple field change. Use credit blocking rules to stop orders from going out when the customer exceeds the credit limit. Use a custom batch job or Power Automate/OData-based alert to email you in Outlook when customers go over their credit limit. Create alert rules - Finance & Operations | Dynamics 365 | Microsoft Learn
Standard control is Credit management blocking rules., this prevents orders from being processed or released when the customer is over the credit limit, Credit management blocking rules to stop or hold orders. Please find the below screenshot navigation for your ref.

Workflow to approve or release credit holds, Create/activate a workflow for, Credit remit hold release, this lets an approver review and release blocked orders. Please refer the below navigation screenshot,

Send email alert: Standard alerts are not ideal. Power Automate Create a scheduled cloud flow. Connect to D365FO using Finance and Operations connector. Read customer credit/balance data. Filter credit exposure > credit limit, send email using Outlook connector.

Custom Batch Job: ask your developer to create a batch job in X++ Runs daily/hourly. Finds customers over credit limit. Sends email using D365FO email framework. Avoids duplicate emails unless the customer newly crosses the limit.

Thanks,
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