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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Creating and Customizing Alerts

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Posted on by 15

Is there a way to create an alert to show a list of purchase orders 30-90 days old (prior or current) that will list open purchase orders (orders not in a status of invoiced or canceled) without doing development?

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  • Suggested answer
    Leco Lv Profile Picture
    on at
    RE: Creating and Customizing Alerts

    Hi partner,

    Which Dynamic 365 product are you using? Sales or financial or other products? As far as I know, there should be no OOB method to achieve it.

  • Pep Foster Profile Picture
    15 on at
    RE: Creating and Customizing Alerts

    Using D365FO.  I didn't think there was a way either to achieve this unless done through development.  Would we be able to achieve this by creating a workspace tile?

  • Leco Lv Profile Picture
    on at
    RE: Creating and Customizing Alerts

    Hi partner,

    Unfortunately, Dynamics FO is not my forte. You can go to the dynamic FO Forum for more help. Here's the General Forum.

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