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Set Alert/Notification for assigned task

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Posted on by Simon Barrett

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Hello, I can't find a way to set up an alert (and email notification) for a (re)assigned onboarding task to a specific person/group.

I can set an alert like below, but this will alert for every created task, not just the ones assigned to the specific person/group (the User ID is set to that person).

I can't find any combination of Field and Event that will alert in this way.

I have also tried with this table and Field:

I can't use PowerAutomate as it is an on-prem deployment.

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Hana Xue Microsoft Employee on at

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RE: Set Alert/Notification for assigned task

Hi Simon,

I'm glad that your problem has been solved. And thank you for sharing!

Best Regards,

Hana
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Simon Barrett 287 on at

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RE: Set Alert/Notification for assigned task

Ok, thanks for the help.

In the end I found a way to do this by creating an alert created from

=SysTableBrowser&TableName=BusinessProcessTask

with Field AssignedWorker or Field AssignedGroup.
Hana Xue Microsoft Employee on at

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RE: Set Alert/Notification for assigned task

Hi Simon,

I have searched for relevant information, but I have not seen any alarms that can be set for assigned tasks. Most of them are similar to the situation you described.

How to Use Alerts: D365 Finance and Operations – Dynamics Tips (dynamics-tips.com)

This article mentioned the function of alerts4dynamics, you can check it for reference.

Alerts and Notifications within Dynamics 365 CRM - Create & Manage (crmsoftwareblog.com)

Best Regards,

Hana

This post is my own opinion and does not necessarily reflect the opinion or view of my company.

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