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Finance | Project Operations, Human Resources, ...
Answered

CREATE ALERTS with ADVANCED FILTER

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Posted on by 40

Good morning,

I'm trying to generate an alert when a General journal is posted but only for a specific name of general journlas, but I can't add any advanced filter.

However in microsoft documentation says it should be availabel, does anyone know how to proceed to do it?

I'm using Dynamics365 F&Op

Create alert rules - Finance & Operations | Dynamics 365 | Microsoft Docs

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Regards

  • Verified answer
    André Arnaud de Calavon Profile Picture
    307,115 Super User 2026 Season 2 on at

    Hi Jcalles1984,

    You can select the field posted for a modified alert in the 'Alert me when' section. An advanced query like AX2012 has not been implemented in Dynamics 365. You will receive all posted actions.

    As a workaround, you can link the alert to Power Automate with help of Business Events where you can add a decision before sending an alert mail.

  • Verified answer
    JCALLES1984 Profile Picture
    40 on at

    Thank you for your answer, after stop looking for a solution for this, I found the following video explainning how to do it:

    How to use alerts to monitor filtered data in Dynamics 365 for Finance and Operations - Dynamics 365 Finance Community

    It would be nice if the filter is added in some way to the alert so you don't need to write or remeber what you filtered when creating the alert, but at elast it works.

    Regards

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