- Getting started with Alerts
- Setting fields to be monitored on an Alert
- Setting a specific schedule for an Alert recipient
- Adding 'Create Alert' and 'Alert Entries' to more pages
- Creating custom events for triggering Alerts
- Initial Alert setup
- Creating the email template for an Alert
- Setting the tables, pages, fields and events used for Alerts
- Creating a new Alert
- Creating a new Alert (advanced)
- Viewing your Alerts
- Working with Alert triggers
- Changing when an Alert triggers
- Changing who receives an Alert
- Changing the email content of an Alert
- Viewing the Alert queue and logs
- Archiving Alert Entries
- [Example] Alerting when a new G/L account is created
- [Example] Alerting when payment terms are changed on a vendor
- [Example] Sending a weekly summary of all newly created customers
- [Example] Alerting 90 days after resource's employment date
- [Example] Alerting when inventory is below safety stock
Alerts
Subscribe to real-time alerts about critical events in Dynamics 365 Business Central.