Set up alerts

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Alerts form a notification system for critical events in Finance and Operations. You can use alerts to stay informed about events that you want to track during the workday. You can set up a set of alert rules so that you're alerted when a batch job ends, ends in error, or is canceled. You can select whether the alerts are emailed to you or appear as notifications in the Action center. Alerts can be set up per batch job and per user.

Set up alerts for batch enhanced forms

Follow these steps to set up alerts for batch enhanced forms.

  1. Go to System administration > Inquiries > Batch jobs.

  2. Select a batch job in the list, and then, on the Action Pane, select Alerts.

  3. In the Batch job alerts dialog box, configure the alerts, and then select OK.

    Configure alerts

  4. Check the Action center for alert notifications.

    Alert notification

Set up alerts for batch legacy forms

Follow these steps to set up alerts for batch legacy forms.

  1. Go to System administration > Inquiries > Batch jobs.

  2. Select a batch job in the list, and then, on the Action Pane, on the Batch job tab, select Alerts.

    Legacy form

  3. In the Batch job alerts dialog box, configure the alerts, and then select OK.

Note

To receive email notifications, in the Batch job alerts dialog box, set the Email option to Yes.