AlertsinMicrosoftDynamicsAX.docVIP

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AlertsinMicrosoftDynamicsAX

Features: User-specific configuration Users with administrative rights can create, modify, and delete alert rules for individual users and assign alert rules to other users. Intuitive, easy rules setup Right-click within any Microsoft Dynamics AX record to access a Create Alert Rule form tailored to that record. Or quickly set up a new rule based on shared templates. Monitoring by specific dates Set up alert rules bound to pre-defined dates, including the number of days before an event occurs, the specific date it occurs, or a specified date after the event occurs. For example, set up a rule to alert you to orders that have not been completed one day after the projected finish date. Monitoring by system changes Set up alert rules to notify you when values change—for example, when a record is created or deleted; a specific field* has changed; the field value increases or decreases; or there is an increase or decrease above or below a set value. Conditions filtering Add specific conditions to alert rules using an intuitive Inquiry Form so that alerts appear only when certain conditions are met. For example, an alert is sent when a purchase order is created for a particular vendor group. Flexible delivery and access Receive alerts through a dedicated View Alerts inbox, through pop-up windows in Microsoft Dynamics AX, or as e-mail messages in Outlook. Fast access to Alerts details Simply click the General tab on the View Alerts form to see critical information related to the alert, such as when the alert occurred, the reason for the alert, and the before and after values of a change. Then drill down to the form where the alert rule was set up—for example, a new customer record that triggered the alert. Templates Users with administrative rights can create rules templates based on specific business needs and define an HTML or Extensible Stylesheet Language Transformation (XSLT) template that merges alert data into an e-mail message. Integration with Outlook Receive e

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