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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Set Alert/Notification...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Set Alert/Notification for assigned task

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Posted on by Simon Barrett 287

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.

pastedimage1684851242180v2.png

I have also tried with this table and Field:

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

I have the same question (0)
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at

    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.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    Simon Barrett Profile Picture
    Simon Barrett 287 on at

    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 Profile Picture
    Hana Xue Microsoft Employee on at

    Hi Simon,

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

    Best Regards,

    Hana

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