Now, when a record is created or modified that meets the criteria specified, an alert in the Action Center and an email from the system will be received, both containing the configured message. The rule can be edited or deleted from here. In order to receive email alerts, the email server should be configured first for the D365 environment.Īfter the alert rule has been created, click the “Manage my alerts” button, also in the Options tab, to view the alert rules. Even a custom subject and message that will show in the alert and the email can be specified.
The “Show pop-ups” and “Send email” flags should be toggled to be notified in the Action Center within Dynamics 365, and whether an email notification is included. In this example, an alert is set to trigger when the Customer account field is equal to our specific value. This will bring up the dialog box where the alert can be configured. To accomplish this, under any table you want to be alerted about, go to the options tab in the ribbon, and click “Create alert rule”.
Since the initial release of Dynamics 365, change and date based alerts have been the most notable feature missing compared to previous versions.
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