Finance | Project Operations, Human Resources, ...

Custom alerts are not being sent

(3) Share

Report

Posted on by Sergio_Vasquez

135

Hi,

I’m setting up custom alerts to get notified when a specific field in the Customers form is created, deleted, or modified. I’ll explain in detail how I configured them:

Each alert was created individually, not as a copy of another. The "Create" and "Delete" alerts were set up without specifying any particular field, while the "Modify" alert was set up to track changes to the “Payment terms” field. I also configured a batch job with a recurrence of every 10 minutes for testing purposes.

However, only the “Delete” alert is being triggered and sent. The "Create" and "Modify" alerts are not working at all. I tested the same setup using the Vendors form, and the results were the same — only the "Delete" alert works.

Any help explaining what could be going wrong or what I might be missing would be greatly appreciated.

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (9)

Answers (0)

Sort by

Suggested answer

udaY-ch 5,175 on at

Like (0)

Report
Copy link

Link copied!

Hi

It is strange when you said it is working for modify condition and not working for create and delete. Also, in your screen shot I dont see the send email or send externally is selected

Did you check the email history ? Does email sent ?

Thanks

Uday

If you found this answer helpful, kindly mark it as verified so it can assist others facing similar issues.

Was this reply helpful? Yes No
Sergio_Vasquez 135 on at

Like (0)

Report
Copy link

Link copied!

udaY-ch
Hi,

The only notification that works is the one for deletion, and it's not necessary to have the "send email" option enabled. For now, I don't need email notifications — I just want the alert to show up in Finance, as I’ll show in the screenshot below.

Was this reply helpful? Yes No
Suggested answer

udaY-ch 5,175 on at

Like (0)

Report
Copy link

Link copied!

Hi

Please check if there are any blocking configured on your rule.

Check this out,

https://www.youtube.com/watch?v=xRniYQQQr78

Thanks

Uday

Was this reply helpful? Yes No
Sergio_Vasquez 135 on at

Like (0)

Report
Copy link

Link copied!

udaY-ch

Was this reply helpful? Yes No
Suggested answer

udaY-ch 5,175 on at

Like (0)

Report
Copy link

Link copied!

Hi

Verify that the 'Change-Based Alert' batch job is running correctly without an error. Additionally, try deleting and recreating the affected alert rules to see if that resolves the issue.

Thanks
Uday

Was this reply helpful? Yes No
Sergio_Vasquez 135 on at

Like (0)

Report
Copy link

Link copied!

udaY-ch

I already deleted the alerts and recreated them. In the batch history, all of them appear as finished, which makes me think the batch process isn’t failing. However, I’m still not receiving the notifications I mentioned.

Was this reply helpful? Yes No
udaY-ch 5,175 on at

Like (0)

Report
Copy link

Link copied!

Hi

Try setting up a new batch job for change based alerts.

Try keeping the create related alert rule and renove other rules and test, just to ensure if other alert rules not overriding.

Thanks

Uday

Was this reply helpful? Yes No
André Arnaud de Cal... 304,711 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi Sergio,

When creatin alert rules, database triggers are created so initially any update as part of the rule will be stored in a queue table called EventCUD. Can you check if upon the creation or update of a record an EventCUD record is created? The change based alert batch job loops this table and processes the alerts.

Instead of the alert framework, you can also consider using Data Events and a notification via e.g. a Power Automate flow.

Was this reply helpful? Yes No
Suggested answer

BillurSamdancioglu 20,825 Most Valuable Professional on at

Like (0)

Report
Copy link

Link copied!

Maybe it is somehow because of the Firewalls or something.

Was this reply helpful? Yes No