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

Create Custom Alerts for Sales Orders

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Posted on by 25

How can I create an alert on Sales orders with specific criteria that would send out an email every time the criteria was met to sales reps?

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    You can use either workflows or power automate to implement those requirements. Can you please be more specific to recommend a better solution?

  • Suggested answer
    Komi Siabi Profile Picture
    13,109 Most Valuable Professional on at

    Hello MBER,

    In addition to Andrew's suggestion you can as well use alert rules.

    docs.microsoft.com/.../create-alerts

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