Unable to Create Alert Rule in Aged Balance form

(0) Share

Report

Posted on by Community Member Microsoft Employee

I am using "Collection Manager" role in D365 and trying to create alert rule but couldn't able to create it. The create alert rule form is greyed out and I can only view the alert details but I cannot create it. I have tried with other roles as well but couldn't able to create the rule except the "System Administration".

I want to know the security privileges/duties that needs to be assigned to "Collection Manager" role to create the alert rule in D365.

All responses (2)

Answers (1)

Community Member Microsoft Employee on at

Like (0)

Report

RE: Unable to Create Alert Rule in Aged Balance form

Hi Andre,

The issue is resolved. Thank you
Verified answer

André Arnaud de Cal... 291,965 Super User 2025 Season 1 on at

Like (0)

Report

RE: Unable to Create Alert Rule in Aged Balance form

Hi Adnan,

The Create alert rule will inherit the permissions from the user for the form on which the user wants to set an alert. To have the user being able to set up the rule correctly, you would need to provide full permissions. (menu item CustCollectionsPoolsListPage).