How To Create alerts in dynamics 365?

How To Create alerts in dynamics 365?

on July 23, 2018

You can create alert rules from any form in Microsoft Dynamics 365,

for example, if you need to create an alert rule for customer changes like customer group or create new customer...etc 

Go to all customer form 

go to options tab and 

click create alert rule  

in Alert me when tab 

you can specify which field /all fields you need to alert and which event type 

if you select ALL fields  

you can alert for creating or deleting a record  event only 

if you select a specific field

you can alert for changing this field 

in Alert me for Tab 

you can select all customers or the current customer only 

also, if you need to set up this alert rule for a specific date or no end date based on your business requirements 

** define the user that you need alert and subject for this alert and finally don't forget the message 

Click OK

you can change the change based alerts  from system administration

and set up the recurrence 

you can set up start and end date.. and recurrence pattern 

and click ok

Go to the action center to see the alerts 

To see the details for changes or records that have been created click on the link in the Alert

for more details click here