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Create alert rule in D365FO

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Posted on by CU10121822-0

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Hi team,

I have saw the option "Create alert rule". I never worked on that before

Form - Option - Create alert rule

Here we got fw options like

Table name

Event

Send externally

Could you please let me know

1. is it work similar like business event?

2. If I set send externally = yes , then how it will connect with power automate?

3. If I use this functionality, is we NO needs to create custom business events?

4. Can I use this functionality in custom form?

Kindly elaborate point wise pls.

thanks!

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Dynamics 365 Finance

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Hariharans87 55 on at

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1. is it work similar like business event? - Yes
2. If I set send externally = yes , then how it will connect with power automate? - Yes, use business events occurs and category Alerts and BusinessEventsAlertEvent
3. If I use this functionality, is we NO needs to create custom business events? - No, it will expose only alert related information, if it matches your requirement then no need to create custom business events
4. Can I use this functionality in custom form? - Yes

Refer into the below links:

Alerts as business events - Finance & Operations | Dynamics 365 | Microsoft Learn

F&O alert emails in Power Automate - ariste.info

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CU10121822-0 436 on at

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Thanks Hari for the response.

Sorry point no 2 and 3 not understand.

Could you please explain in detail. thanks!

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CU22041105-0 75 on at

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Create Alert Rule is different from Business Events. It's mainly used to notify users when specific data changes occur. If Send externally is enabled, alerts can be consumed by external systems like Power Automate. Business Events are still the recommended option for robust integrations and custom automation. Yes, you can also use alert rules on custom tables/forms if they support the alert framework.

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CU10121822-0 436 on at

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Sorry i really confused.

Kindly elaborate me in details how the create alert rule is different from business event.

Kindly elaborate pls. thanks!

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