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Want to sent mail to manager of the project with project details whenever project is created. Where should i write code to do so.

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Posted on by Siddhant Singh

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Hi all,

Want to sent mail to manager of the project with project details whenever project is Creation, Initialization, Closure, RoleStart, RoleEnd. Where should i write code to do so.

Thanks and regards

Siddhant Singh

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Ludwig Reinhard Microsoft Employee on at

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Hi Siddhant Singh,

Can you elaborate?

Do you want to send an email if the status changes e.g. from created to closed,etc.?

Best regards,

Ludwig

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Gao Lu Wang 182 on at

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you can try to do it in Alerts .https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/alerts

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Siddhant Singh 518 on at

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Hi Ludwig,

Want to send email when project is

if(event == "Initialization" || event == "Closure" || event == "RoleStart" || event == "RoleEnd" || event == "Creation")

Thanks and regards

Siddhant Singh

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Ludwig Reinhard Microsoft Employee on at

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Hi Siddhant,

I see.

Event means if somebody changes the project stage field, right?

Best regards,

Ludwig

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Siddhant Singh 518 on at

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Hi Ludwig,

Yes, But the project stages fields do not contains the required elements. How can i get the below conditions work.

Thanks and regrads

Siddhant Singh

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Christoph Thaler 5,442 on at

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Hi Siddhant Singh,

you can try to solve your problem with alert based business events and power automate. So it is a matter of configuration instead of coding in D365. By experience I can tell you there are some possibilities but it needs some know how and tricks in Power Automate. Especially because you do not get all the details in separated fields.

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Ludwig Reinhard Microsoft Employee on at

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Hello Siddhant Singh,

You can try creating a custom alert that hits when then project stage is set to a specific value.

This alert can then trigger an email notification that you can use to inform the manager, controller and other people about this change.

You can use MS PowerAutomate for that even if you are operating in AX2012.

A prerequisite is, however, having the alerts and stages correctly setup in AX.

Would be great if you could give it a try and let us know if this fixes your issue.

Best regards,

Ludwig

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Siddhant Singh 518 on at

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Hi Ludwig,

Want to end a particular email content to be sent. Have written a class to send email. I want to run this class whenever the status gets changed of the Project and also when some resources are aligned or removed from project.

How i can do this particular functionality.

Thanks and regards.

Siddhant Singh

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Jay Barot 1,502 on at

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Hi Siddhant,

what i understood from all your reply is you want to send alert when particular field get changed.

For this you have to write a method code on particular table and in that you have to use SendEmail method of SysEmailTable.

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Ludwig Reinhard Microsoft Employee on at

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Hi Siddhant Singh,

I think that you need to code all of that. The standard functionalities are not sufficient in my opinion.

Are you looking for some help to generate this code?

Best regards,

Ludwig

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