Alerts can be delivered as e-mail messages. After the e-mail option is enabled, users can decide if they want their alerts as e-mail or as pop-ups.

Alert e-mail messages cannot be created or sent manually. To deliver alerts by using e-mail, the e-mail messages must be processed through the Microsoft Dynamics AX e-mail system.

The e-mail option for alerts uses the general e-mail sending system in Microsoft Dynamics AX.

Prerequisites to use an e-mail system for alerts

Complete the following steps to enable the e-mail option to set up alerts:

  1. In the form in Microsoft Dynamics AX, select a language in the field and enter a recipient e-mail address in the field.

  2. Create an e-mail identification that is unique for Alerts. For more information, see Create e-mail identifications.

  3. Define the e-mail identification for Alerts. For more information, see Define an e-mail identification for Alerts.

  4. Set up an e-mail template and provide a sender e-mail address in the field in the form. For more information, see Set up alert e-mail templates in HTML.

  5. Create more language versions of the template (optional).

User options

The option to send alerts as e-mail messages can be set up on rule level or on user options level. The setup on the user options level will disregard any rule level setup.

Users can determine for each rule that they create if they want the alerts that will be triggered by this rule as e-mail messages, as pop-ups or both.

Template

The alert messages that users receive are based on a template and the layout of this template can be customized. You can apply merge data and links in the e-mail template.

The merge data is a set of data that provides details on the alert. For example, if you insert the %occurred%merge data element, the date and time that the alert occurred is displayed in the e-mail message.

With the three link types that can be inserted in the template the user gets three different methods to link to Microsoft Dynamics AX from the e-mail message, and view information on the alert. For details on the merge data and the link types, see Set up alert e-mail templates in HTML.

Deleting e-mail alerts

Even though a user deletes an alert from the form, the corresponding e-mail alert persists and the e-mail alert only get soft-deleted from the EventInboxtable.

From the e-mail alert, the user can drill down to the rule and to the business data. It is not possible, however, to drill down to the alert.

See Also