I am new to Dynamics and wondered if there was a way to get notified (as the account manager) when there was a an update to an account (added project, changes to existing project, notes added, etc).
Thanks.
James
*This post is locked for comments
Hi Daddystarbux98,
You should be able to "Follow" the account within Dynamics 365 which you can do from any of the entity's views by selecting the records to follow or by going into the record itself and following.
Here is an article that provides more details, based on 2013 but functionality is similar still:
www.powerobjects.com/.../following-records-in-microsoft-dynamics-crm-2013
If you are looking for more than this (i.e. email messages) you could utilize Flow, see article here that provides some details on how to leverage this:
community.dynamics.com/.../microsoft-flow-and-dynamics-365
Hope this helps.
Thanks,
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (