Configuring Alerts in Microsoft Dynamics 365 for Finance and Operations

Posted on: July 27, 2018 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Chris Rusing

After many months of waiting, the highly anticipated and sought-after functionality has finally returned to Dynamics 365 for Finance and Operations.  Alerts are back!  I mentioned in a previous blog that Microsoft was bringing back alerts with their release of Platform Update 15.  At this point, this update should be available for your instance of D365FO.  You will need to update your system to this platform update to utilize the functionality (please reach out if you are unsure of how to perform this process).  In this blog, I have provided steps to show the necessary setup and how to create a basic alert.  Let’s jump into D365FO to demonstrate!

The first thing you must do is setup a batch job to deliver the alerts.  Go to System administration> Periodic tasks> Alerts> Change based alerts.  Please note: there is a separate form for ‘Due date alerts’ that is relating to date-based alerts.

 

Make sure you turn on batch processing and define the recurrence as you see fit.  If the batch job runs too often, it might be too taxing on the system.  However, if it is not run frequent enough, the alerts may not get to the necessary users in a timely fashion.

 

Once that is complete, you can now create your alert.  I’m going to create an alert involving sales orders.  I’ll go to Accounts receivable> Orders> All sales orders.  In that form, click the Options tab and then click Create alert rule.

 

This will bring up the Create alert rule form on the right.  In the first tab, Alert me when, I have defined the alert to send a message when a sales order record has been created.

 

Next, open the Alert me for tab.  In this tab, I have defined this alert as Organization wide which means all legal entities in the system.  Also, I want the alert for all sales orders instead of only one sales order.

 

In the Alert me until tab, I decided not to define an end date of this alert.  I could have selected End date and the field to the right would become functional for me to enter in a specific date.

 

Lastly, I defined the Alert me with tab.  The subject line is automatically generated, but can be edited if needed.  Also, your User ID is automatically pulled in, but you can choose a different User ID if necessary.  Enable the option Show pop-ups as well.  Once you are finished, click OK at the bottom of the form.

 

After creating a new sales record, you can see that I have received the notification regarding the new record creation.  The alert also gives you a hyperlink to quickly view the sales order that was created.

 

Please note that currently email notifications for alerts are not available, but they will be in the future.  For additional information please feel free to reach out to us at info@loganconsulting.com or (312) 345-8817. 

All the best!
Logan Consulting
www.loganconsulting.com



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