Client based alerts spotted on roadmap for D365 for Finance and Operations

I could just find alerts to be announced in development. So anyone who was missing the functionality to set an alert on any dataset like

  • Invoice payment
  • Deliveries
  • Customer changes
  • Etc

Will be happy to read about this functionality to be in development ūüôā

Have a look on the roadmap yourselves for more information.

Here a screenshot taken directly from above link

Dynamics 365 FO Alerts on Microsoft Roadmap
Dynamics 365 FO Alerts on Microsoft Roadmap

 

In the meantime you might want to help yourselves just using MS Flow to reach your goal to be informed about any type of data change in #D365FO

Here are the steps

  1. Create time trigger (like each hour)
  2. Create time zone conversion action
  3. Feed it with “utc now” command
  4. Set output to a time zone which is 1 hour behind yours.
  5. Create D365FO action “get datasets”
  6. add odata filter on the field you’d like to track for (‘field’ eq ‘value’)
  7. add odata filter for changes applied less than one hour ago (use output from time zone conversion)
  8. Create “create html table” action
  9. Add columns you’d like to be reported
  10. Create send email action
  11. Add html table to body
  12. Set html to ‘yes’
Dynamics 365 FO Alert Workaround using MS Flow
Dynamics 365 FO Alert Workaround using MS Flow

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