Skip to main content

Notifications

Dynamics 365 Community / Forums / Human Resources forum / Notification of expiri...
Human Resources forum
Answered

Notification of expiring certifications

Posted on by 155

Hi Team,

I need to get email notificatiosn out when a user`s certificates that he has uploaded and has an end date. This notification need to be 90, 60 and 30 days in advance to the user and other poeple also. Can anyone advise on how this can be done please?

Regards,

Rajbps

  • Suggested answer
    rajbps Profile Picture
    rajbps 155 on at
    RE: Notification of expiring certifications

    Thank you for that  :-)

  • Verified answer
    anwarahmed Profile Picture
    anwarahmed 175 on at
    RE: Notification of expiring certifications

    Hi Raj,

    Yes, we have the option of creating custom rules in Dynamics 365 HR, go to Employment Development --> Links --> Professional Certificate.

    Please refer to the below screen print, and follow the steps which Saurav had shared.

    Create-custom-alert-for-certificate-end-date.jpg

  • Suggested answer
    RYANSE Profile Picture
    RYANSE on at
    RE: Notification of expiring certifications

    Hello Rajbps,

    I do not believe that we have alerts for this in Dynamics 365 for Human Resources.  However, are you able to see the expiring records tab on the Personnel Management Workspace?  Does it show you what you are looking for there?

  • rajbps Profile Picture
    rajbps 155 on at
    RE: Notification of expiring certifications

    Yes please. I have Microsoft dynamics HR.

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,721 on at
    RE: Notification of expiring certifications

    Hi rajbps,

    The screen shots what I send, are taken from Dynamics Finance.

    Is in your case, you are expecting it from Dynamics HR ?

    Regards,
    Sourav

  • rajbps Profile Picture
    rajbps 155 on at
    RE: Notification of expiring certifications

    Hi Sourav, is this from Dynamic HR or Finance please. I have dynamic hr and can`t find any of the options you mention above.

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,721 on at
    RE: Notification of expiring certifications

    Hi rajbps,

    First, you need to do the setup for Email notification alert in system. Microsoft has a document on how to do this.

    Then you can check the following.

    Human resources > Workers > Inquiries and reports > Certificate expirations.

    Here you can set the parameter like this.

    -- Required renewal is enabled.

    -- Expire within.. 30 days, 60 days, 90 days

    -- Also set this report to be generated on a specific recurrence based.

    -- Set the alert too as highlighted.

    pastedimage1621629940461v1.png

    Same report you can find in another path as below.

    Human resources > Competencies > Reports > Certificate expirations.

    Also another option to go with as per below.

    Human resources > Workers > Inquiries and reports > Professional certificates.

    Here you can set the parameter like this.

    -- Create a custom alert by clicking on "Options" on the top.

    -- Select Table name as 'Certificate competency'.

    -- Select 'End date' in the "Field".

    -- Select 'Event' as "was due this amount of time".

    Based on your selection of Event', you will get option to choose in the next field as shows like 1 calendar day, 2 weeks, 3 weeks and so on..

    pastedimage1621630161716v2.png

    And set the alert in this custom alert.

    pastedimage1621630385610v3.png

    Kindly check and provide your update.

    Regards,
    Sourav

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,802 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,129 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,154

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans