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How to create an alert rule to notify about a document change or due date in Dynamics 365 Finance


The video demonstrates how to create an alert rule to notify about a document change or due date in Dynamics 365 Finance. The feature supports getting alerts at the right time as reminders to perform secondary tasks based upon primary event when that is reached. Changed based alert rules and due date based alert rules are the two categories supporting in events or conditions when they are meet to get alerted by the end-users.

About Trainer:
I am a certified Microsoft Trainer (MCT) and consultant manager in Microsoft Dynamics 365 FinOps, SAP S/4 Hana, Power platform, SharePoint, Azure, and Oracle Cloud with over 20 years of global experience in supporting industries as textile, manufacturing, retail, heavy equipment rental, transportation, facility management, building material, construction, and telecom infrastructure. Besides, I also support open-source software for digital needs.

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