Hello.
In
this video I will quickly demonstrate how to use alerts
to monitor a filtered view of your business data in
Dynamics 365 for Finance and Operations.
Users often want to pick and choose what they receive
notifications about in the objects they oversee.
By creating alerts on filtered views,
users can avoid receiving unnecessary notifications for events that they're
not interested in monitoring.
For example, I can use filtered views to create alerts
that only send notifications when the terms of payment change
for a retail customer or when a customer is added
to a specific customer group.
We can find the list of customers that are visible
in my view by going to the All customers page.
Of course, there are more customers
in this system, but these are the ones visible to
me due to my security privileges.
Still, it's a lot of customers to oversee.
One of the really cool
things I can do here is use the filters to
narrow down my view to a smaller subset of customers.
Specifically, the set of customers that I need to monitor,
which in my case is retail customers.
To get started let's create the filtered view.
Select Show filters. Then select Add filter fields.
Because I want to filter the data to only see
the customers in the retail customer group,
I select the Customer group field in the pane that
appears.
Then select Insert. In the drop-down menu below the
Customer group filter,
I select the option Is exactly.
Then I select retail customers from the drop-down menu.
This customer group is identified with the number 30,
so 30 will appear in the field.
I then apply the filter.
Now that we've created a filtered view of retail customers,
let's create an alert to monitor changes to the Terms
of payment field.
I'll show you how. Select Options in the Action Pane
and then select Create a custom alert.
In the Create alert rule pain be sure the Alert
me when section is expanded.
In the field list, select Terms of payment.
Be sure that the Event field is set to Has
changed. Then select OK.
We now have an alert in place that will send
a notification to the Action Center when a change is made
to the terms of payment field for a retail customer.
Any changes to the terms of payment for other customers
won't appear in the Action Center.
Let's try out our new alert by modifying the terms
of payment for a couple of customers.
Select Reset to display an unfiltered view of customers, then
let's change the terms of payment for a non-retail
customer, such as Pelican Wholesales.
Select Edit in the Action Pane and go to the
Terms of payment column of the customer.
Please note that this page doesn't show the Terms of
payment column by default.
I have personalized this form to include it.
In the drop-down menu change net 45 to net
30.
And now let's change the terms of payment for a
retail customer like Sparrow Retail.
Go to the same Terms of payment column and change
net 45 to net 30 in the drop-down menu.
Select Save. Then close the page.
The alert will appear as a notification in the Action
Center.
The Action Center contains a notification indicating that the field
terms of payment has been changed for only one customer.
Expand the notification to see details and you'll notice that
the terms of payment were changed for our retail customer,
Sparrow Retail.
This shows that the alert that we just set up
is working because we aren't notified about the changes to
the non-retail customer Pelican Wholesales.
You can click the link that is displayed to see
details about that customer record on the All customers page.
And that's all there is to it.
You are now ready to begin creating alerts based on
filter views of your business data.
For more information, see the alerts documentation
on docs.microsoft.com. Thanks for watching.